
The Subjective Assessment
I have discussed with many clinicians how they approach their initial assessment, and there was one theme that would come up over and over again. It was how unstructured and casual the interaction would often be. Interestingly this unstructured casual approach was often described in a somewhat shameful manner by the clinician. They were a little embarrassed about their approach and felt that it showed a lack of professionalism and represented a lack of seriousness within the mental health physiotherapy profession.
To some extent I suspect that delivering an appointment in this manner is an extension of the clinician’s personality, but I would also consider it an adaptation. A gradual adaptation to the patient group we are working with. I ultimately assume that it would be a combination of the two.
It is distinctly possible that a clinician who has a very formal, structured and ordered manner would not do well in this area of physiotherapy and would gravitate away. This is certainly my experience of new staff coming in and working with students over the years. Whereas the clinician who is less orderly and somewhat more chaotic will be more comfortable creating a relaxed and adaptive approach to appointments, which will then be more effective for this patient group.
My contention would be that creating an environment which feels very casual and just like a friendly chat between two peers is critical to the effectiveness of the appointment. The polar opposite would be creating an assessment which feels more like a job interview where the patient is being interrogated by a series of pre-prepared questions. This is something which must be well known in physio by this time. The basic idea that creating an interview/interrogation environment for the assessment is negative for the patient experience is well known. But the point here is that this is something which needs to be taken to an extreme in MH physio. There will always be a current in time pressured physio which will take people back to delivering sessions is a way which is most efficient for gaining the information in as little time as possible. When working with patients who need an adaptive approach we must be able to lean into it and have the option through the skills we have at hand to really make our assessment feel casual.
Imagine a continuum with zero discomfort and imposition on one end and maximum discomfort and imposition on the other.
If we were to manage to make the initial assessment occur with zero imposition and zero discomfort, it would occur without the person even knowing it had happened. They would be going about their day without knowledge that anything was happening and somehow, we would gather the information which they wanted us to. At the other end we would be performing an assessment which was incredibly difficult to attend and very painful once there. I’ll let your mind wander for what this may look like instead of giving you a window into my soul. I’m reminded of what Steve Jobs once said about the computer. He said his job would be done when a computer was as easy to use as a toaster. The perfect method would be some way of extracting the information from someone’s brain without them being aware but until that is available, I imagine that my job will be done when an initial assessment is as easy to attend as a casual chat with a friend about something I care about.
I have watched very skilled mental health clinicians have conversations with patients that appear to be completely unstructured and don’t look or feel like an assessment at all. They will start with an open-ended question and then they will steer the conversation to slowly gather all the information which they require. The skill is to begin with an open-ended question to set the scene that the patient is determining the topic of conversation. Then each subsequent question that you ask leads directly from the current topic of conversation. To then slowly get to the information which you need. Because each question is directly created by what the patient has just said there is a constant sense of flow, and the person becomes lost in the conversation. I like to think of it as 6 degrees of Kevin Bacon. The problem with this is that it is very tiring and confusing for the clinician. The information which you are receiving is coming to you in the order that you can get it and not in the order which you need for your logic process. It can be hard work to do this and still keep a high standard of assessment. You also may get to the point where the topic you need to ask about is many steps away from the topic that you are on. This then becomes a judgement call to ‘jump’ to the question that you need to ask. This decision depends upon how urgent the piece of information is and the level of sensitivity which the topic of conversation holds. Is the person going to have a sudden high level of discomfort because you have jumped to that question or will they probably not mind (especially with the degree of comfort you have already generated)? If it’s going to be a sensitive topic, probably wait for another day and on this day go in with a plan to coax the conversation in this direction and tease out the information. There can be topics which are specifically sensitive to an individual patient but there are topics which are almost always going to need delicate flowing around for any patient. An obvious example would be a discussion on the person’s thoughts on the origin of their pain and to what extent psychological trauma may be relevant. If I can’t get to this deftly, I wouldn’t go there at all until I could set up an opportunity to get there skilfully.
Adaptive Mindset
Another topic which came up during my discussions would be the sense that the clinician felt that they were going into the appointment and just ‘winging it’. They would go in without a plan of what they were going to do. They would have no preconception about what was going to happen and how they were going to carry out the appointment. I interpret this as the repeated experience of having such varied assessments and never knowing where they were going to go. Once you have experienced this over and over again, going in with a intended structure is an unnecessary baggage and a hinderance that it gets shed. I remember watching a student perform an assessment on a patient as a viva. They had practiced and prepared to do the perfect neck assessment. Only to be presented with a patient who had a history of trauma and strangulation. The assessment was going fine until he wanted to palpate the front of her neck and walked towards her with his hands outstretched and directed straight at her neck. She clearly panicked and he went into a form of conflict. His brain was telling him to continue with his assessment because this is what he practiced but his conscious was a tiny voice screaming at him that something was wrong here. I watched him step forwards and back for a few seconds playing out this internal dialogue with his feet, knowing that if her was to touch her I’d have to step in and he’d fail his viva. Thankfully he made the right choice and that tiny voice in his head got his attention. This is an extreme example and something I’d hope that all competent physios would get right. She was so clearly distressed at what he was doing even in his focus structure orientated state he was able to adapt. Imagine this on a tiny scale happening every minute. With adaptation after adaptation occurring making each assessment and appointment different to the last. While each one done by a general physio will be different, the guiding factors will be dominated by the logic process of the physio or the need to work out what is the best treatment option. The absolute dominance on the focus of patient comfort will not be the dominant guiding factor and therefore the individual session which is created will look very different.
From the perspective of the MH physio, after a while this lack of structure starts to feel like ‘I’m never going in and doing the same thing’ and nothing is run of the mill. You will so often you experience things that you have never seen before so the need to create while going along becomes an important skill. This is entering the appointment in an adaptive mindset. If the person is in an adaptive mindset before they go in, they give themselves the greatest likelihood of rapidly changing how they were running the session. Being able to adapt quickly to however the patient is presenting on that given day. Entering in a fixed mindset will lead to ploughing on forward using the same strategy. What if today is the day that that strategy is not the correct one? How long into that appointment will it take the clinician to realise and begin to change their approach? Hopefully not too late to ruin the appointment, or potentially an even greater degree of damage.
If you enter in an adaptive mindset, you are more likely to be able to rapidly adapt to the needs of the patient. It may be necessary to first spend some time allowing the patient to off load regarding something frustrating that happened that morning or earlier during the week. It may be that the patient is feeling particularly low that day, and you need to adapt your manner to place your energy more aligned with how the patient feels that day. You may need to adapt your presentation of self, the intended topic of the appointment, the order of the appointment, the length, the venue, the way you’re sitting. I believe that the speed at which this need is recognised, and the effectiveness of the adaption are what will make the difference between an effective clinician and one that struggles with this patient group. The more consistent experience the clinician has with working with this situation the more likely it is that they will develop these skills. Some it will come naturally to, some it will take more time and a conscious effort.
It is my belief that a casual first assessment which feels like a conversation between two peers is important for achieving the best clinical outcomes. If patients feel comfortable and relaxed in your presence, then they will be able to provide you with the best quality answers to your questions. It must feel like there is no right or wrong way for the person to behave.
Consider who you need to be to be a peer of your patient, the assessment needs to feel like a conversation, not an interview if you wish to get the most out of the appointment.
The questions which we ask in the subjective assessment are not always what people are expecting. I'm sure you've experienced asking a patient a simple question about the history of their problem, and instead they decide to answer their own question. They give you their own history or explanation of what happened disregarding the question you asked. If you just accept this you are likely to find your thought processes and therefore clinical reasoning process is disrupted or derailed.
There is a set of patients that will practice what they are going to say before they come to you. They may do this as an anxiety management strategy; they may do this because they are a ruminator and spend too much time thinking about their symptoms. Obviously, you see this outside the world of mental health as well. It is just more prevalent in MH so we need to be better at working with it, and you may need to be more skilful with your response as just stopping someone and politely asking for them to answer the question in the way you have asked may have unseen consequences. The person may inside feel that they have offended you, no matter how polite and gentle you were. My advice would be to accept the person’s answer, validate it by working with it and then move on. Then engineer the conversation to go back around to what you wanted later.
Some patients who practice what are they going to say before they come to see you will do so using their own logic process to work out what they think is wrong. I doubt this is a need to practice what they're going to say in expectation of saying it to the physio, but rather the consequence of their own attempt to understand their own problem through their process. They've thought about their problem, they've created a narrative, and they find it easier to give that to you, instead of answering your question. Some patients on the other hand will not have thought about their problem beyond, that it hurts or exists, and so when we start asking what appear to be rather abstract questions, the answers do not come easily when we are in a high stress situation. I'm sure you've experienced the situation on a job interview when you get asked what would be a simple question if you weren't in a stressed state, but your mind clams up and you can't answer anything more than the simplest question. If the subjective assessment feels like a job interview, then you're not going to get the best out of your patient. It can be very difficult to prevent an initial assessment, from the patient’s perspective, having the same atmosphere and creating the same physiological and neurological response as a job interview. This is why I believe it is very important to control as many aspects as possible and make every attempt to create a relaxed and friendly environment.
What is really important to express here is that it may be important for the appointment not to feel like an interview at all. Not a single bit, nothing. No pieces of the assessment that have any resemblance to an interview at all. The level of sensitivity that we can be working with is out of the norms of the regular patient population. The level of ‘feeling like an interview’ that a regular patient can easily tolerate. Please don’t imagine an actual job interview and because the assessment you provide isn’t like this in your opinion then you are already doing this. What we are dealing with always in mental health physio is the perception of reality which the patient is experiencing. We must always remember that the perception of reality is what we are working with, and we need to work with that. This is a theme which will be prevalent throughout. It is not the reality of your assessment which is important, it is the person’s perception of your appointment which is key. Think of it like marketing a product. It is not the reality of whether a Dyson vacuum cleaner sucks up more than another hoover. It is whether the consumer believes it does which makes them happy with the product. The Dyson being clear allows people the satisfaction of seeing what is sucked up and that all the validation of their belief from spending so much money that the person needs. It is very likely that the person may well be coming to your appointment with the belief that it is going to be stressful. It will only take tiny factors to confirm this belief and now your appointment has become as stressful as an interview. The reality of your appointment may be a lovely process, the experience of the person going through it may be that it was an interview because that is the belief that they came to see you with. If the appointment is offered in a skilled way then everything that is done in advance of the appointment will go towards decreasing this expectation. You then have much more chance that the appointment will be successful. Market your appointment well as though it will not be stressful and the person is less likely to find it so. Providing an assessment with as few factors at all to trigger the experience of an interview will give the best chance of the person not perceiving that it was that way. If you have marketed your appointment well in advance the expectation will not be so strong that the experience will be stressful and you will have more leeway to ask questions that have the sense of an interview. If the assessment is not marketed well, the person is coming in with the belief that it is going to be stressful, if the controllable factors which immediately precede the appointment have not been controlled to decrease flight or fight stimulation then the clinician will need the skills of the world’s greatest psychologist to have a successful appointment. And even that may not be enough.
I prefer my subjective assessment to take place as a long form conversation instead of a series of questions with answers. Clearly there will always have to be questions, however, I want the questions to neatly flow from whatever is the current topic of conversation to the next. I will start with a very open-ended question such as ‘So, tell me all about it’ ‘So it's your knee, tell me all about it’. I picked that phrase deliberately because I want the sense of ‘tell me everything, I'm here to listen’. I want to know everything no matter how insignificant you might think it is, it is important to me. From here it depends where the patient goes. I need all the standard information a physio would be interested in such as how did it start? when did it start? What are the aggravating factors etc. These questions would be woven into the conversation as much as possible they're not in a strict order. The manner in which they are asked is as though the questions has been triggered by what has just been said and the language is deliberately basic and somewhat clumsy. Avoiding it looking rehearsed, if mistakes are made in how you articulate something then it feels more like you are developing the sentence in the moment and are in the moment with the person and really listening. It is fine to begin articulating something, make a mistake and then correct yourself. There will be a sweet spot for this where you go too inarticulate and you sound incompetent, or make too many mistakes and you appear like you’ve never done this before. It’s important to show you are in the moment in conversation, what you are saying is not a rehearsed routine that the patient is not just the next person along your conveyor belt.
The conversation won’t just be me asking questions. We will be sharing information with each other.
I will take opportunity to say interesting things, explain what I'm looking for, explain what it might be
and the conversation is unstructured and free-flowing.
The writers of South Park have advice for budding writers where they explain that everything that
happens next should follow ‘therefore’. And therefore, this happens and therefore this happens and so on and so on. If the story is established through, ‘and then this happens, and then this happens’ then we feel like everything is disjointed and nothing flows. If you want to weave in a difficult question then the question mustn’t stand out from the rest. The person must be in the flow and then they answer the next question seamlessly.
If you want to achieve this form of assessment the words to keep in your head are ‘therefore’, ‘but’ and ‘so’. If everything you say could follow on from one of those words then things will be pretty good. You don’t have to say the actual word
A difficulty which requires a degree of skill is to keep navigating the conversation in the way that you
wanted to go in the way to provide you with the information that you actually need.
Use the subjective as a long form conversation to use strategies to establish competency.
Establish values, establish your identity, establish your integrity.
What needs to be established and then how to use the subjective to do this.
Use it to show that you have listened to the person.
You can weave in the question of what do you think it is what do you think should be done
But only after you have established that you are competent
Use it to be able to ask difficult questions in a way that appears gentle and spontaneous and doesn’t feel important. If the person feels that you are making something into a big thing then it must be a big thing.
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