COGConnect is a visual resource for teaching and learning 21st Century consultation skills. With its tag line of “Connection. Cognition. Care”, it reminds learners and teachers that consulting is a whole-person commitment of head, heart and hand.
Preparing and opening
This phase concerns what the practitioner does before direct patient contact. It includes getting in the best frame of mind (see “Five Cs” above), preparing the physical space, finding out more about the case from the medical record and colleagues and, for students, checking a given patient is suitable to see.
The phase is summarised in the phrase “Self, Space, Story, Glory!”
Self – connect to sense of compassion and curiosity. Hydrate, visit the bathroom. Clear any emotional debris from previous encounters.
Space – attend to chair positions, lighting, heating. In a ward environment consider privacy issues and issues with visitors.
Story – read up on latest consults, problem list, current meds, investigations and recent correspondence. Speak to nursing and medical staff.
Glory – prepare to give this encounter your best shot and perhaps make a difference for your patient whilst learning.
This phase concerns the opening minutes of the consultation and includes general observation, introductory statements (e.g. my name is...), rapport building and understanding the patient’s (and practitioner’s) agenda.
We have co-created opening statements specifically for clerking consultations, considering purpose, timings and consent to note-take. See here for ideas to help medical students get off to a good start. We also encourage “care statement” such as “is there anything I can get for you just now before we get started?”.
Gathering and Formulating
We train students to “gather” in three interwoven areas. Firstly to “understand the biomedical presentation” through a focused medical history and examination. Then to understand the patient’s perspective on the current situation under the lengthened acronym ICE-IE:
I – ideas about the problem including on causes and diagnoses
C – concerns about how the problem will effect life
E – expectation on how this consultation might progress things
I – impact of the problem on daily life
E - emotional reaction to the problem
We encourage students to move beyond a social history of drugs and alcohol and invite students to explore the patient’s “Lifeworld”, which includes explorations of diet, physical activity and home life. We are working actively on the concept of “Lifestyle History”.
This phase foregrounds the clinical reasoning that will have begun in “preparing”. Set between gathering and explaining, formulating is an invitation to stop the cognitive train and consider how our thinking is developing. We draw on clinical decision-making models and teach under the rubric STOP4What?:
STOP! Self-consciously pause in the consultation, allowing yourself a moment to consider.
What? Mental summary of history, observations and examination findings.
So What? Consider aetiologies: predisposing, precipitating and perpetuating causes. Differential diagnoses and/or salient problems.
What Else? Actively thinking of alternate diagnoses and more nuanced problems (based on an understanding of common biases)
What Next? Judicious consideration of possible tests, treatments, referrals and human factors.
ILOs here follow a familiar focus on the communication of information on diagnosis, prognosis and treatment. With an awareness that over half of the population has a limited health literacy we teach using the rubric “Check, Chunk, Check” and discuss the importance of appropriate communication for the patients’ level of understanding.
Check: patient’s current understanding, patient’s desire to know more and likely cognitive capacity, calibrating for age, linguistic skills etc. Practitioner checks own understanding.
Chunk: deliver information in appropriately sized packages, with pause for micro-checks, avoiding technical language, and using visual aids and metaphors as appropriate.
Check: put emphasis on explainer – e.g. “please mention anything I could have explained more clearly.” Consider requesting “playback” from patient. Seek out specific concerns in relation to ICE-IE.
COGConnect assumes that at every encounter there exists opportunity for aiding the patient to play an active part in their health and healthcare. This can range from encouraging self-observation, providing suggestions for groups or apps, through to formal motivational interviewing in areas like drugs and alcohol, eating well, exercising and prioritising sleep. Attitudinal objectives are key to this phase including belief in patients as capable and autonomous persons, at various stages in the cycle of change.
Planning and Doing
By signposting planning we wanted to bookmark the need for shared decision-making and emphasise the active role that patients have in supporting their own health. It is the phase where clinicians and patients decide what could and should happen next.
In various contexts the consultation involves a procedure. Prescribing medication could be located in this phase. Learning outcomes centre on consent, patient safety and clinical competence.
This phase includes skills in creating a concise summary, offering the patient the chance to ask for clarifications and potentially checking understanding through questioning or playback. Here sits the key skills of “safety-netting”, arranging follow-up and ending on an encouraging note.
This relates to actions outside the face to face encounter. Making an accurate clinical record, recording and actioning practitioner educational needs arising from the consultation, making referrals and marking the consultation for discussion later with colleagues. It emphasises the consultation as a continual learning process and respects patients’ views that doctors need to reflect on their attitudes, internal bias and learning from all interactions.
What are the qualities that underpin COGConnect?
Drawing on the communications research literature, we promote five qualities that patients like and to which practitioners can aspire. They are referred to as the “Five Cs” and are sequenced to reflect their likely appearance in the consultation process:
Compassionate - approaching clinical situations, colleagues and self, with kindness
Curious – keen to get the bonnet up on the intricacies of ill health
Critical – avoiding diagnostic bias and being discerning in the use of tests and treatments
Creative - trying to find new answers to old problems
Collaborative – ready to work alongside patients, carers and colleagues
How is COGConnect used in practice?
COGConnect is the fulcrum of a novel consultations skills training that integrates learning in the three domains of clinical reasoning, clinical communication and clinical skills and is badged as “Effective Consulting”.
We have developed a guide (CC-COG, COGConnect Consultation Observation Guide Oct 19 (PDF, 206kB)) for observing consultations based on the phases of COGConnect. The following guide is an expanded version for when the student is undertaking telephone consultations. COG Connect Consultation observation guide form (PDF, 247kB) CC-COG sits on a single page of A4 (COGConnect one page overview (PDF, 337kB) and prompts the observer to make written comment on the consultation as it unfolds. As well as being used on students by tutors and trainers, it has been used by students when “sitting in” with practitioners and by students consulting in pairs.
Please see this online e-tutorial on how to use COGConnect in your teaching. Click here to view.
Activating and the lifestyle conversation
Activating is a unique aspect of COGConnect. COGConnect sees every encounter as an opportunity to promote self-care – as outlined in Outcome 14m of the UK GMC’s Outcomes for Graduates ; Support and motivate the patient's self-care by helping them to recognise the benefits of a healthy lifestyle and motivating behaviour change to improve health and include prevention in the patient's management plan.
Students at Bristol University Medical School are taught the "lifestyle conversation" an overview of which you can find here. Lifestyle Conversations guide (Lifie v5) (PDF, 244kB) A visual aid of The Lifie (PDF, 137kB)
Interested in using COGConnect in your course or practice?
Contact Professor Trevor Thompson at email@example.com.
Read this paper on COGConnect from Patient Education and Counselling (PDF, 705kB) with in-depth information on its rationale, development, and final structure.