Lab Medicine Rounds

In this episode of “Lab Medicine Rounds,” Justin Kreuter, M.D., sits down with Cori Berg, M.S.N., R.N., instructor in nursing for the Center for Individualized Medicine in Rochester, Minnesota, to talk about challenges of patient education and helping patients understand relevant medical information.

Show Notes

0:00 Intro

01:04 What is your origin story? How did you come to work in this unique health setting of educating patients?

05:19 What are some of the common ways that you see healthcare really fail to successfully educate patients?

09:59 How do you navigate the complexity of what you’re talking about? 

16:12 How do you navigate those situations where the patient doesn’t seem to be understanding the information?

18:05 What does the future of patient education look like to you?

22:12 Outro

What is Lab Medicine Rounds?

A Mayo Clinic podcast for laboratory professionals, physicians, and students, hosted by Justin Kreuter, M.D., assistant professor of laboratory medicine and pathology at Mayo Clinic, featuring educational topics and insightful takeaways to apply in your practice.

(upbeat music)

- This is Lab Medicine Rounds,

a curated podcast for physicians,

laboratory professionals, and students.

I'm your host, Justin Kreuter,
the Bow Tie Bandit of Blood,

a transfusion medicine
pathologist at Mayo Clinic.

Today we're rounding with Cori
Berg, instructor in nursing

for the Center for Individualized Medicine

at Mayo Clinic in Rochester, Minnesota,

to talk about the importance
of patient education.

So thanks for joining us today, Cori.

- Hi. Thank you for
having me, Dr. Kreuter.

It's a privilege to be here.

- This is wonderful.

I love kind of getting
different perspectives

on this podcast.

And I think for many
of us, as pathologists,

sometimes we like to call
ourselves the doctors' doctors.

Certainly that extends out
for allied health medicine

and lab medicine as well.

We're really educating a lot of the people

that we work with, including
sometimes patients.

And so I'm kind of really
excited to explore this with you.

But maybe to start off,
what's your origin story?

How did you come to kind of work

in this unique health setting
of educating patients?

- Sure.

As a young girl, my mom's
only sister was diagnosed

with breast cancer at a young age.

She was in her early 30s.

And so I remember treatment

would often leave her
lethargic and nauseated.

And after a brief stint
of being cancer free,

she ended up having a recurrence,

and she ended up dying in her early 40s.

So in March of 2010, a
few years after her death,

I was 25 years old, newly married,

and I had picked up a magazine
article in a small clinic,

and I read about a young female

who got tested for a genetic mutation

that increased her risk of breast cancer.

And she had a prophylactic mastectomy.

And she also had Jewish ancestry,

Ashkenazi Jewish ancestry.

And so I immediately
called my mom, and I said,

"Is this something that Aunt
Rosalie could have had?"

And we were unsure, but I said,

"If this is something that I could have,

I'd wanna do the same
thing and reduce my risk

because I was severely impacted by it."

So I immediately called my physician

and scheduled an appointment.

And at the appointment,
I was not a nurse yet,

and I didn't have any
information about genetics

or any risks associated

with getting tested or anything like that.

And the doctor was
supportive of my decision,

and honestly he said, "Okay,

I'll get the genetic test ordered,

and if you're positive, you snip, snip,"

like, holding scissors
right in front of his chest.

And although I was familiar
with the doctor, looking back,

I just don't think that that
was the most professional

or informative way of
conducting an appointment.

I was a young female,

and I was still very emotional

from the death of my aunt,

and I would've benefited from statistics

or risks from any genetics information

or even information on GINA,

which was enacted in
2008, and this was 2010.

And then I went straight to the lab

without talking to my husband or my mom.

And I knew the lab tech as well.

And she looked at me and she said, "Honey,

do you know what you're doing?"

And I told her, "Yep, this
is what I plan to do."

And she goes, "Well, those
are part of your womanhood."

And I just collected all of my
winter gear, and I went home,

and I called Mayo Clinic Rochester,

and I scheduled an appointment
with the breast clinic,

met with them, and they
scheduled an appointment

with a genetic counselor.

And the genetic counselor was able

to create my family pedigree,

and it showed my Jewish
ancestry on both sides.

And the GC said, "Cori,

we see that you have
cancer in your family,

but not enough.

So I just don't think
you're gonna have BRCA."

'Cause that's all that they were aware

of at the time that increased
your risk of breast cancer.

I said, "That's fine, I wanna get tested.

I don't care if I have to
pay for it out of pocket.

I just wanna know.

And just call me with the results

'cause I live two hours away."

So the genetic counselor called me,

I remember she was crying,

and she said that I was
indeed BRCA2 positive,

and my surgery was a month later.

Yeah.

- It's a really powerful origin story

of getting into patient education.

And as you were telling it,

I was reflecting on all the times

where I have failed the way

that I talk with patients.

And in my case, I see a
lot of that coming out

because of how I'm
maybe more often talking

with different groups of people

and sort of get used to talking

about things in certain ways

and not making that reset
and that connection.

And so I think sometimes
that's where my failures come.

And hopefully, when I catch them,

I try to see if I can try to say,

"I apologize, I think
I'm saying this wrong,"

and trying to catch that.

I'm kinda curious,

now being a nurse for several years

and really taking a frontline
in educating patients,

what are some of the the common ways

that you see healthcare really fail

to successfully educate patients?

- Sure.

So yeah, that really inspired
me to go into nursing.

So after that, you know,

after my surgery, I
moved back to Rochester.

For various reasons, I was
born and raised in Rochester.

And I worked at Mayo Clinic
while I was going back

to school for nursing,

and I didn't stop until I got my master's.

And eventually I did get a job

at the Center for Individualized Medicine

where now I can teach patients.

But obviously, besides my own mishaps

with my experiences,

I know that primary care
providers have very little time

to stay up to date with everything,

especially genetics or genomics,

and the latest in genetics
and their associated risks.

In 2010, we were really only privileged

to know about BRCA1 and BRCA2,

and it was patented at the time.

So Myriad did have that advantage.

And now we're so much more aware

of other genes that increase our risk,

but not only for breast cancer,

but for other cancers as well,

and there's a major overlap.

And then some of those genes,

we are aware that they maybe indicate

that we should be getting
preventative surgeries, correct?

And then other ones, maybe
it's just surveillance.

So when we're going to
a primary care provider,

maybe they don't have
the latest information

because it's not because
they're not proficient,

it's just that they don't have the time.

So I do think that it would be great

if they could have a genetic specialist,

if they're a smaller
area in their department

or in their hospital,

but if not, stay, you know,

refer to a genetic counselor.

That is what I would say.

At Mayo Clinic, our
genetic counseling teams

across the enterprise are growing,

and they can help
patients assess for risk,

understand their risk, the implications,

the testing process,
results, treatment options,

address emotional concerns,

not only for the patient,
but for their family members.

They're used to advocacy,

and they can refer
patients to support groups.

So I am obviously an advocate

for utilizing genetic counselors.

We are also obviously

at Mayo Clinic privileged

to have the Center for
Individualized Medicine,

where I work.

It's built clinics to allow opportunities

for patients to be seen
sometimes the same day

instead of waiting months to be seen

for a genetic counselor

because this enables
patients to be seen faster.

And we both know that genes
can determine the type

of chemotherapy or treatment
that patients need to be seen,

so precision medicine, or
individualized medicine,

as many people call it, and
the regimens that we follow.

But I've said this before,
and I will say it again,

that I think healthcare
providers can get desensitized.

And, you know, as a nurse,
I see it quite a bit.

We continue to see the same
indication over and over.

We may think it's the same
patient over and over.

I think of each patient as someone,

you know, I think of each patient

as someone I love very, very much.

And I think of all of my
education as my grandma.

So would this benefit her?

How does she deserve to be treated?

So put a person behind every indication.

Put your special person
behind that indication.

So in lab medicine,

this would be similar
to a specimen, you know?

Keep that in mind behind every specimen

that special individual to you.

So you're spending that time

on that special individual to you.

It's not just blood,
saliva, whatever it may be.

And in that case, every
indication is a patient.

- You know, a theme I
hear in your answer there,

you know, when you're
talking about time and,

you know, that's not to
say people aren't competent

in their work, but just
there are challenges

that we're trying to navigate.

Time, the complexity, the
rapid pace of innovation.

And I think your wisdom there
of making sure we connect

with people who may know
the latest and greatest,

and just verifying, you know,
is this information correct?

Is there something more to offer?

I think always that reaching out for help,

that's something certainly
we should probably do more of

in our practices as a cautionary thing.

I'm kind of wondering about,
you know, given your work

in the Center for Individualized Medicine,

in talking about educating patients,

I imagine two things I'm
kind of curious about.

How do you navigate, I mean,

the complexity of stuff
that you're talking about?

I mean, and you're individualizing it,

so it's really talking
to that specific person,

as you're putting it, that special person.

And also, these things
might change over time.

And so like, you know,

maybe somebody should revisit
this at some point in time.

I'm kind of curious
how you navigate those.

- Mm-hmm. Yeah, that is complex.

So things do change quite often.

Especially, you know, with technology,

things change as well.

So we find that that happens a lot.

So we have to revisit things.

Education materials need to change.

We find that we're
going more and more away

from print materials.

So that means that they
want to do more PowerPoints,

but that gets away also from face-to-face.

So that can take away from

that hands-on communication
with the patient as well.

So that can become a challenge

because you don't know

if they're absorbing the information

also that you're teaching them.

So that is difficult,

but, you know, making sure

that you're hopefully
answering any questions

that you have.

And that's when you wanna make sure

that you're delivering
different models of education.

So written and oral.

- I hear what you're saying.

I think that this idea of,

by innovating and like, instead
of having printed materials,

you're then able to really update stuff.

I imagine that the PowerPoints

that you're doing are
a lot more up to date

than like, something
that was on a print run,

and it's like, well, that
was the previous edition.

We haven't run out of those yet.

But then at the same time,

you're bringing up the
point that, you know,

with this innovation, which
has some good side to it,

there's new challenges that
are introduced in that.

And what I'm hearing you say

is that impersonalization that then comes

into the relationship.

- Yeah.

And another thing is in
education we're advised

to build education at
an eighth grade level,

which is difficult when you have been

in education beyond an eighth grade level.

And then not everyone is

at an eighth grade level
of education, right?

So we have to understand
that that is fluid.

And so I think that it also comes down

to just having a conversation
with your patient, right?

So understanding where they're at.

Maybe the patient isn't ready to learn.

Maybe they're still stuck

on the information that they learned

in the last appointment.

You know, maybe they just had

to navigate a difficult diagnosis.

Maybe they're understanding

that they just received a diagnosis

that they are, you know,

did get a BRCA-positive diagnosis

that they could have passed on

to five children or 50%.

So they could have passed it on

to three of five children or
two of five children, right?

So they have multiple appointments,

possible screenings, possible surgeries.

So we have to keep that
into consideration too.

So that's why I do think

that having the print
material with the pictorials.

And I am a strong advocate of analogies

because I think when you are
with your family members,

you're not always bringing
those brochures with.

And so having an analogy
stuck in the back of your head

is sometimes helpful
because then you're like,

"What did that nurse say,
or what did that doctor say?

Oh yeah, I can pull that out."

And then that's a good explanation.

I think one thing that we do see a lot,

to relate it back to the lab,

is we see that patients really struggle

with the difference between
somatic and germline testing.

So like, to think about grandma again.

So let's say a 78-year-old
grandma goes into the clinic

and is diagnosed with
breast cancer, right?

So as an educator, it's an important

to give her multiple
learning styles, right?

But we are probably gonna be doing tumor

or somatic testing on her.

But she goes home

and tells her 18-year-old
granddaughter about this.

The 18-year-old granddaughter
came home and said,

"Well, my best friend's mom
who's 43 just got diagnosed

with breast cancer, and
they're gonna do germline

and somatic breast cancer testing

'cause they're not sure that her,

you know, family has breast cancer."

So grandma should probably have
a little bit of information

to explain to the 18-year-old

that they don't think that this,

that grandma's breast cancer,

is a germline variant, right?

So the 18-year-old doesn't have
to get too anxious about it.

But I also think that, you know,

we also struggle in education

that there are only certain
resources we can put

in print, right?

We can put certain things

that they can refer to, but as a provider,

I think that it's important,

if you feel like something is
gonna be a helpful resource,

that patient may appreciate,

if you think it's gonna
be helpful for them,

for you to physically write it down there.

And then when they're ready
to absorb that information,

they'll go to it because
they felt like you thought

it was gonna be helpful for them.

So if I feel like a
support group was helpful,

I'm gonna write that down.

But Mayo Clinic may not have vetted

that support group per se
or a different institution.

You know, then-

- It really seems to come back

to you're advocating for that person.

- Yeah.

So I think that there's
just different avenues

that could be taken,

and it's not always
black and white, right?

- You know, that kind of touches

on this question I have

that I think probably
all of us can relate to,

is when we're educating somebody,

you know, sometimes we're
not getting the sense

that they're understanding
the information.

Or if we're asking them to,

you know, say back to me,

explain to me what we've
been talking about,

it's clear that they're
not making the connection.

And I'm curious, you know,

how do you navigate
those situations, right?

Because you really are doing a complex set

of skills there of, you know,

kind of understanding, diagnosing,

or trying to figure out
what the challenge is

with the information.

How do you navigate that?

- Again, I think that's
having that conversation

with the patient and
doing a teach back method.

I mean, it goes back to that.

It's just not quizzing them

because they're gonna feel
uncomfortable, you know?

Anytime you have a quiz or test at school.

Maybe some people like that. I did not.

But just so you know

that they're retaining something, right?

And again, providing resources

'cause they may not be ready
to obtain that information

or to soak it in, and that's okay.

But also, you know,

we have the patient
portal providing material

in the language that they understand.

So we do have a diverse community,
especially in Rochester.

So we wanna be giving materials

in a language that they understand, right?

We want to be providing
materials for family members.

So I've worked on BRCA for males.

So if we are gonna be diagnosing a female

with a BRCA2 mutation,

we do want to let her know
that that is something

that she could have passed
on to her sons, right?

Or that her brother could have.

So maybe we give her a pamphlet
to hand to her brother,

or to hand to her sons, if
they are old enough, right?

So those are things to consider as well.

It's not just the patient themselves,

but care for their families

because that's what
they're gonna think about.

I know that, as I've gotten older,

my thoughts have changed too now

that I have children of my own, right?

So yeah.
- It's wonderful.

You know, so the importance of education,

educating patients,
has always been around.

And like you say, you
have your own family now,

and you've seen a lot of things advance

with the Center for
Individualized Medicine.

And I'm curious,

what does the future of patient
education look like to you?

- Yeah, so kind of as evidenced
of us sitting here right now

on a podcast over the computer,

it's definitely enhanced,

this last few years was
enhanced by technology, right?

So it has taken away some

of what I appreciate
most about healthcare,

some of the personal touch.

I'm giving you a little clue

into what my love language is.

I'm huge into the love languages.

I appreciate everyone else's
love language, though,

if it's not what mine is.

But in all seriousness,

I do think that there's
something to be said

for the personal touch experience provider

and even nurses are taught
to educate their patients.

You know, it may not be
like opening up a book

like a teacher educator,

but our time with nurses
and doctors has decreased

over the years, and it
will continue to decrease.

I know our time with genetic
counselors has decreased

because we just don't have the teachers

to teach genetic counselors,

so they can only take so
many in their programs.

So we need to be more creative

and find more efficient
ways to educate patients.

It means utilizing more technology.

And I understand this must
change with the times,

and hospitals are driven
by reimbursements.

I realize that it may affect
patient satisfaction as well,

but we have to be,

we have to not hit them in
the face with the technology,

but establish relationships
with them first.

So meet the patient first
before we're just like,

throwing the technology in their face.

It's important to establish
those relationships.

Another factor is patient expectations.

Those are only increasing,
especially with COVID.

I think that everything's
at their fingertips, right?

So we've raised the bar.

And providing everything
digitally with that,

we have to address varied health literacy,

digital access with patient engagement

in their healthcare and their literacy.

Patients not only will expect

to see the information delivered directly

to their personal devices

and in their preferred
language, like I talked about,

but at their reading level,

and in terms that are actionable

and meaningful to their
understanding and their situations.

So it really has to be patient centered

and patient geared and to them.

So it cannot be, it's on their terms.

And I understand this makes it difficult

for us as educators to gauge

if they're understanding

or comprehending what we
are delivering to them

because it's not face-to-face
all the time, right?

So we can't always,

you know, get a great assessment.

So we want to make sure

that they're still communicating
with their providers.

So we want to make sure

that they're doing the face-to-face,

engaging maybe, you know,

via the portal or those kinds of things.

And I know that there can
be sometimes a disconnect

when it comes to electronics as well.

So we have to make sure

that not too much gets
lost in translation.

Overall, I think just
healthcare just needs

to continually focus on strengthening

and providing insightful ways

to deliver patient education,

which will be essential in
improving patient experiences

and outcomes for today and in the future.

- Absolutely.

I think that really resonates with me

about these key things for all
of us to take home with us,

about, you know, the creativity

that we're gonna have
to pull going forward,

valuing the skill of being an educator,

the idea of making things actionable

and meaningful for the person.

'Cause we understand
that for adult learning,

that is so fundamental for
that learning to happen.

And then also, I think you're spot on,

I see this, and I struggle with it myself,

this idea of, you know,
disconnected education.

There's not that opportunity to check

in with the learner in the same way.

And so it really demands creativity.

- Mm-hmm. Yeah.

- So thanks for rounding
with us today, Cori Berg.

- Thank you.
- Thanks to all the listeners

for taking the time to
round with us today as well.

We really appreciate
you sharing your story

and also helping us remember
some of these key factors

that make our education with colleagues

and patients so important.

- Thank you, Dr. Kreuter.

- So to all of our listeners,

thank you for joining us today.

We invite you to share your thoughts

and suggestions via email.

Please direct any suggestions

to mcleducation@mayo.edu

and reference this podcast.

If you've enjoyed Lab
Medicine Rounds podcast,

please subscribe, and until
our next rounds together,

we encourage you to continue
to connect lab medicine

and the clinical practice
through insightful conversations.

(upbeat music)