Earlier in 2016, COL Robert B. Lim,
MD, U.S. Army, edited a landmark text Surgery during natural disasters,
combat, terrorist attacks, and crisis situation. I had the opportunity
to chat with Dr. Lim about his text. Having been deployed numerous times into
the zone of combat, I believe he can be considered an expert in this area.
Several chapters peaked my interest (especially the one on unexplored
ordinances), but the chapter written by Seon Jones and Gordon Wisbach on "Trauma
in an Austere Environment: Trauma and Emergency Surgery in Unusual situation"
interested me most due to the details provided on trauma teamwork in the combat
environment. Trauma teamwork is difficult enough under normal circumstances,
but just imagine managing a team in remote or hostile environments.
In their chapter Jones and Wisbach
reinforce the need for strict organization and planning. There is no room for
error. They reiterate that success starts with Mass Casualty Planning and
Rehearsal. After arrival to the operational area the team should discuss and
rehearse the casualty plan. Preparation includes memorizing the layout of the
trauma area, the facility as well as the outlying areas. Defined team positions
and roles are key to avoid confusion and delays. In spite of the appearance of
redundancy, prior to each incoming casualty, stating names and roles avoids
confusion. Continued repetition focuses the team and reminds the team about
potentially forgotten measures (PPE, civil closed loop communication). Team
member names should be readily visible on each member to assure communication
is clear and avoid distractions. Supplies and equipment need to be in
standardized placement close to the immediate resuscitation area to avoid
excess noise in asking or searching for supplies. Each team member has an assigned checklist
posted at their work station (detailed summary of those checklists noted in
their chapter). The trauma team leader (TTL) should stand in a routine position
where they have continued observation of the team (i.e. Foot of bed). One
examiner is then on one side of the patient and the other examiner or RN on the
other. Anesthesia should be at the head of the bed. Prior to patient arrival,
each member needs to confirm their checklist has been reviewed. Team review
should remind the team that only the TTL should be providing resuscitation
instructions thereby avoiding the confusion that results from too many members
instructing the team. A hierarchal structure helps to maintain the TTL's
situational awareness. The TTL needs to remember to take a pause for
summarization prior to and after critical steps in the resuscitation process-
preintubation, post-BP stabilization- to avoid missing crucial details. The
authors remind us that in spite of combat casualties occurring in austere
environments, following standard clinical practice guidelines (CPG's) is vital-
just because you may be remote, standard evidence-based protocols avoid
conflict and improve team dynamics. Several other reminders of TTL roles are
highlighted in this chapter.
Finally the authors remind us of
three vital team leadership roles- 1. watch for and control team stress and
conflict 2. Be cognizant of Bruce Tuckman's revised stages of group development
(forming, storming, norming, performing, and adjourning) to assure your team is
developing appropriately 3. Morale retention and support from "compassion
fatigue" is necessary to survive the arduous often primitive
conditions.
I
immediately had a few questions for the authors and when I met up with Gordon
Wisbach at the Excelsior meeting in advance of the ACS Clinical congress he
agreed to discuss these.
1. I constantly
hear from surgeons that checklists and teamwork principles have no place
in emergency or life-threatening situations. When we discuss following
the WHO and checklist principles, frequently heard complaints are:
"the patient is dying! following these recommendations simply wastes
valuable time and is not necessary". I hear the complete
opposite in your assessment of how to manage a team in life-threatening
poorly supplied environments. Have you had success in
promoting these principles in civilian arenas? If yes, how do you convince others that moving fast without direction and rehearsal may slow you down?
promoting these principles in civilian arenas? If yes, how do you convince others that moving fast without direction and rehearsal may slow you down?
Part
of the reason for the usual resistance against check lists: Long, detailed,
rigid, generic, all-inclusive checklist are arduous to follow and meaningless
in some locations. Checklist for emergency/life-threatening
situations/crises should be developed differently than those designed to be
implemented in a controlled, mindful setting. A good analogy is a
checklist prior to take off of a plane where you should take your time and
focus on not missing key safety measures versus checklist that pilots and crew
take during in-flight emergencies where seconds matter. Even in the
second scenario, they run through a checklist efficiently and effectively
without error even though most medical personnel would think that it would slow
the pilot down and the plane would crash before he even opens up the checklist.
The
reason the emergency checklist works is because they practice and drill the
list so that ALL of the important steps are taken in a specific sequence
without fail. This is the principle we are very resistant to apply for
major trauma resuscitations. What we don't realize is that, as medical
professionals, we already subscribe to the checklist principle whenever we take
ACLS and BLS courses or do ACLS drills. We practice those drills with the
algorithms printed out on cards as cognitive aids, but we know the important
first steps of that checklist by heart: 1. Open the airway, 2. Give breaths, 3.
If no pulse, start compressions, 4. When the AED or crash cart arrives, check
rhythm, 5. Shock or give drugs, etc.
The
emergency checklists should be designed considering the frame of mind of
someone who is in the emergency situation, traumatic injuries in our
case. After developing the list, it should be drilled and tested.
The actual emergency situation should not be the first time a team or an
individual goes through the checklist. It should be deliberately
practiced and drilled. Also, in this process, you may discover that some
steps in your checklist are not appropriate (not practical, not useful,
counterproductive, etc.)
In
regard to, in your words, convincing others that moving fast without direction
and rehearsal may actually be counterproductive, those others should try to
remember those times when they just jumped into doing a procedure without all
the necessary equipment, supplies, and set up. They may have been all
gowned up and gloved, but the patient was not prepped, yet, the chest tube was
not in the room, there were no drapes, no scalpel, no hemostats, no drugs for
sedation and the patient is moving too much, etc. The patient received
paralytics, but you didn't get the laryngoscope, didn't check the light was or
was not working, now you're bagging him, but the O2 tank is empty, who checked
the O2 tank? Ok, now the laryngoscope is here, but you can't see cords, oops we
didn't plan for a difficult airway, no fiberoptics, no bougie, no LMA, need a
surgical airway, stat? where is the scalpel, where is the crich tube or the 4-0
endotracheal tube, etc.
2. When you
first went into action, what preconceived notions were instantly proven
false?
The preconceived notion that only
the medical providers were essential personnel is false. In a resource
and personnel scarce environment, everyone is vital to running an ongoing
casualty receiving area. For optimal throughput, all the steps from
restocking supplies, preparing the room for a resuscitation, litter bearing,
and cleaning to be ready for the next casualty are important steps.
Nothing conveys the importance of these details than actually carrying out
these tasks yourself when you can. It's like pre-flighting your trauma
bay/ED/OR like a pilot pre-flights or looks over the aircraft he is about to
fly.
3. When you arrived at a designation, was there anything that totally caught you by surprise?
In retrospect, it is incredibly rare
to see the type of multi-dimensional injuries of blast casualties in any
civilian setting. The only similar situations I can recall off the top of
my head are the Boston Marathon bombing, the Oklahoma bombing, and may be
9/11. It would be much simpler in comparison to have straight forward
gunshot wounds or blunt trauma from a fall or MVC. The war time
casualties come with the myriad of unique injuries characterized by blast
injuries.
4. Describe the most remote, austere operating environment you faced? Any take homes from that experience?
One
room OR with two OR tables in an old Soviet Era hardened structure. Take
home points: Forget about sterility expected in a US hospital OR, the
casualties have wounds that likely more contaminated than an un-sterilized
instrument in the OR. Of course, we still followed the surgical
principles and used sterile procedures and equipment. In these austere
settings, advanced, expensive, cumbersome medical technology is not as good as
your/your team's knowledge and training and you/your team are the patient's
best chance of survival. The other basic necessities are lights,
headlights (nothing fancy), electricity, sterilizer, basic general surgery,
thoracic, vascular, and orthopedic sets, IV fluids, blood, and transfer
facilities.
The
overall take home point I would say is to take the time to read the lessons learned
from the prior team if you are fortunate enough to have that resource.
There is no pride in delivering sub-optimal care while trying to reinvent the
wheel. Also as important, continue to learn from each experience, record
it, and pass on your wisdom to the next team. And wish them success.
5. Was there any aspect of team leadership you predetermined you would be adept at but found needed improvement, or a total rehaul?
Coming
from a busy trauma center, running a casualty resuscitation was second nature,
but what I needed to do more of is team-building and preventing compassion
fatigue.
6. Any leadership aspect you had not considered or discounted that you found you had to learn on the fly?
What
would have been useful is de-escalation techniques during confrontations,
whether as a third party observer or directly involved. Deployed
individuals are stressed, fatigued, and prone to respond poorly to perceived
slights or confrontation. Leaders should stay vigilant of this tendency
in themselves and others and respond with compassion and de-escalate the
situation.
7. When the
teams form initially, do the members automatically register this concise
preformed process or does the process not always work as well as you wished?
In
general, when teams form, they naturally follow the model and do great without
any catastrophes. Viewing the evolution of team formation with this
objectivity would help you see the bigger picture, anticipate likely scenarios,
and to plan ahead. In general, being social animals, people do well as a
team. It is only rarely that a member of the team may be maladjusted
sociopaths who could sabotage your team. These individuals should be
removed from the team early if possible. I see no other solution.
8. How do you quiet the room when the commotion becomes distracting? Paul Lucha told me he just keeps turning his voice decibels quieter and quieter until everyone has calmed down (Paul Lucha, MD, FAC, CAPT, MC, USN, Retired; Department Head, Department Surgery Navy Medical Center Portsmouth, VA.).
This
aspect of commanding the room goes back to practicing drills and getting used
to running actual resuscitations so that the team members associate the voice
as the Trauma Team Leader. Likely, there will be more than one TTL; we
had several. In this instance, a quick pre-brief that includes the team
member's rolls should also clearly identify who the TTL will be and establish
this hierarchy for a given casualty. During the training, drilling, and
coaching of a TTL candidate, they should be taught and reminded to assume the
"command voice" which is not necessarily loud, but loud enough for
most situations for all to hear and listen. More importantly, it should
be confident, precise, and succinct. Deeper male voices seem to help, but
I have seen many small female surgical residents assume this voice quite
effectively, leading difficult resuscitations with authority.
One
other technique is to "reboot" the room by reviewing the primary
survey and current status of the patient to get everyone on the same wavelength
to focus on the most important tasks at hand.
In
addition, the other team members in the room should be empowered to practice
crowd control - less people in the room equals less extraneous noise.
People talking about other topics besides the casualty or joking around should
cease or be excused from the vicinity of the trauma bay.
9. If a team member attempts to take control but is clearly wrong, how do you redirect them?
If
the action is not life-threatening, then it can be discussed afterwards during
the debrief and later during peer-review. It may even be a learning point
for all the team members and can be incorporated into didactic training.
If
the wrong action will lead to harm for the patient, it must be stopped and
corrected immediately. The interaction and apologies for hurt egos can be
discussed afterwards during the debrief.
10. Any particular lesson learned about combat care you did not expect but sticks with you today?
Having
had a few sudden deaths in patients that appeared fairly stable when they were
physiologically compensating, I still worry particularly about patients who on
the surface seems to be doing unusually well despite severe injuries or
mechanism of injury.
11. Have you arrived at a treatment facility and just did not have time for orientation and rehearsals?
Fortunately,
I have not had that experience. Our team had time to work out the kinks
with drills and had time to set up. You would just have to trust that the
training works and the team members you work with are also well trained.
If things are so rapid and chaotic, more communication among team members would
be needed including their identification and role during the
resuscitation. If there are few minutes to spare prior to the arrival of
the casualty, the pre-brief is useful to establish roles, ensure personal
safety, review the basic steps through primary survey, secondary survey, and
disposition plans. Immediately debrief the team if time allows before the
next casualty.
12. Have you missed something that in looking back was obvious?
Allowing
the team to decompress and hangout together is one major pillar that maintained
a functional team.
13. Did you ever receive a godsend help when you were praying for it that arrived from a source you least expected it?
An
excellent CRNA who was able to place an IV on an infant in hemorrhagic shock
when all IO's failed and I could not place a central line.
14. When you
first started, what technique worked best for you in controlling your
anxiety? What about controlling another's anxiety? Or maybe you never had
a situation that did not pose a threat and therefore was not anxiety provoking?
Keeping
physically fit kept me resilient to anxiety, but what exponentially helped that
resilience was meditation. It really works. I would recommend it,
just not the pseudoscience of some types of meditation trends. As for
anxiety in others, developing a strong emotional IQ to detect and ameliorate
the others' anxiety would be my only advice.
15. When you
encounter a patient who has no chance for survival but clearly has their
mental faculties totally intact what does one say to them?
If
he has family and friends, they should be with them without me monopolizing the
little time he has. If there is no one, I would be there to listen to his
requests, keep him comfortable, allay his fears, and not abandon him.
Thank you
so much for your questions. I enjoyed responding to them. Please
let us know if you have further questions.
Seon Jones,
LCDR MC USNR
Kenneth
A. Lipshy, MD, FACS
Seon
Jones LCDR MC USNR
Gordon
Wisbach, MD, CDR, MC, USN, Staff Surgeon, General Surgery Department
Lim
RB. Surgery during natural disasters, combat, terrorist attacks, and crisis
situations. New York. springer. 2016.