Reporter Volume 25, No.27 May 5, 1994 By MARK WALLACE Reporter Staff "Despite or perhaps because of all sorts of technological advancements, our cognitive skills remain the preeminent part of our work as physicians," Jerome P. Kassirer, editor-in-chief of the New England Journal of Medicine, told the audience gathered to hear him give the annual Stockton Kimball Memorial Lecture at Spring Clinical Day, held April 30 at the Buffalo Marriot. "But despite the importance of the diagnostic process, we spend precious little time trying to understand it," Kassirer said. Kassirer's talk, "Clinical Reasoning: Teaching It and Learning It" focused on what he called "the mental process that physicians use when they perform the task of diagnosis." Robert Reisman, president of the UB Medical Alumni Association and a longtime friend and schoolmate of Kassirer, introduced the speaker and praised him as "everything a physician should beQa clinician, teacher, and researcher who is dedicated to medicine. He's an excellent physician, often referred to in those most admirable of terms as a 'physician's physician,'" Reisman said. Kassirer, a 1953 UB alumnus who earned his medical degree from the UB School of Medicine and Biomedical Sciences in 1957, began by pointing out that he felt it was a great privilege to be giving the Stockton Kimball Memorial Lecture partly because Kimball was dean of UB's medical school when Kassirer was a student there. Kassirer praised UB and the Buffalo area, saying "I treasured my experience in medical school and the two years I spent at Buffalo General Hospital." Regarding the diagnostic process, Kassirer said, "The more we study it, the less likely we are to make errors. I want to explain how the process goes, as well as the faults that affect even the best of us." Kassirer pointed out that while physicians often think of themselves as they only people who use diagnosis, nothing could be further from the truth. Diagnosis is a process used by all sorts of people, from politicians to mechanics, Kassirer said. The diagnostic process involves, first of all, inferences that are made from observable facts about the nature of a system malfunction, Kassirer said. Such inferences yield "a series of provisional approximations that are revised continually," he said. But he added that it is important to pay attention to the distinction between a perception and an inference, and to note how much inference goes on in any act of perception. "As an example, if you see a ball bounce into the street, that perception may cause you to immediately slow down your car because of your inference that the ball could be followed by a child," Kassirer said. He pointed out that there are two basic types of problem-solving methods, which he termed "weak" methods and "strong" methods. Weak methods are general problem-solving methods that do not depend on a particular domain of expertise, are widely applicable across different problem areas, and are characteristic of novice rather than expert behavior, Kassirer said. Strong methods, he said, are those used by domain experts and involve rapid recognition of patterns, and efficient formulation of problems in "semantically meaningful chunks." Such methods go directly towards the solution of particular problems and are domain dependent and narrowly applicable, he said. Kassirer said there are four basic components of the diagnostic process: hypothesis generation, context formulation, hypothesis refinement, and hypothesis verification. Generating the initial hypotheses and formulating a context for those hypotheses provides a model for gathering more information about the problem, Kassirer said. Often based on minimal cues that come in clusters, these initial hypotheses "can range from the general to the specific," Kassirer said. "At this stage, hypotheses are intermingled in a peculiar sort of way." After developing a context for understanding why one has come to these initial hypotheses, the problem -solver enters the stage of hypothesis refinement, Kassirer said. At this stage, various hypotheses are deleted, added, or made more specific. This phase is dominated by probabilistic reasoning as the problem-solver tries to determine which of the generating hypotheses are most likely correct. Kassirer said. By using precompiled rules and information about the source of various problems, the problem solver tries to achieve a hypothesis that has near certainty, he said. When one hypothesis clearly begins to dominate, the problem-solver has reached the stage of hypothesis verification, Kassirer said. The hypothesis has to be tested for coherence and accuracy, and to see whether it explains both normal and abnormal findings. The competing hypotheses also have to be proved false at this stage, Kassirer said. Research on the diagnostic process has a number of important uses in education, Kassirer said. It enables better teaching of that process, and helps students learn how to recognize clusters of cues at the beginning of the process. Research on diagnostics also helps explain the rationale behind the traditional routine "workup" with which physicians prepare for every diagnosis, Kassirer said. But research on diagnostics also helps teach students that in certain cases it may be appropriate to skip around, to start from laboratory data, or, in the case of urgent problems, to interrupt normal processes of information, Kassirer said. Further, students can be taught to avoid certain heuristics that can lead to error. Teaching the quantitative approach to combining clinical data, as well as the use of precompiled condition-action pairs, can also be improved by research on diagnostics, Kassirer said. Kassirer listed a number of basic principles for teaching clinical problem-solving, which included using case presentations and giving students data in "chunks" that allows them to participate in the diagnostic process. Kassirer stressed the importance of using real cases in order to reflect what he called "the messiness of clinical medicine." Other basic principles include stressing causal relations when possible, and identifying for students the reasoning strategies employed, as well as potential errors in reasoning. It is essential, Kassirer said, to teach by example. Students learn reasoning by seeing others reason, he said. The clinical reasoning process can help minimize errors at all points in diagnosis, and can help avoid such consequences of error as delays in treatment, unnecessary exposure of patients to various tests, inappropriate treatment, and the anxiety that results from each of these consequences, Kassirer said. "All this will hopefully lead us to a general model of problem solving that can help us identify good or bad reasoning," Kassirer said.