Introduction
Gender-affirming care includes medical and surgical interventions that allow individuals, specifically transgender and gender diverse (TGD) patients, to successfully affirm their self-identified gender identity.1 These treatments can include hormonal therapy, psychiatric intervention, bottom surgery, top surgery, and facial surgeries. Barriers to gender-affirming care have been described to include necessity of psychiatric consultation by insurance companies,2 varying treatment insurance coverage and out-of-pocket costs,3 lack of resources for patient recovery,4 access to proper and safe care, and finding appropriate physicians and surgeons.5,6 Provider-based barriers include lack of robust and structured curricular designs within training programs, dedicated gender-affirming clinics, and a lack of competency-based evaluation for gender-affirming care and education.7–9
Addressing disparity and deficiency in gender-affirming care can begin within our undergraduate and post-graduate training programs. One of the initial steps in providing quality care is to better educate trainees on the science of gender-affirming care, innovations, resources, and cultural sensitivity training on the topic of gender diversity. Curriculum enhancement and cultural responsiveness training are crucial in reducing healthcare disparities among TGD patients.10 Additionally, a vigorous clinical exposure is imperative in transfer and application of knowledge. For instance, creation of dedicated clinics with a designated curriculum plan for a defined period of participation has been shown to increase resident knowledge and improve comfort in serving priority patient populations.11 Accreditation Council for Graduate Medical Education has instilled requirements to have programs train their residents on culturally sensitive medical treatment, such as abortion care, and similar requirements can be established for programs with regards to GAS.12 Additional strategies include addressing stigmatization of TGD patients, increasing affordability, as well as expanding resources to areas short of access.13 An expert study allows for additional insight to interventions that can be utilized in addressing educational gap in gender-affirming care (GAC).
This study aims to provide a generalized and inclusive list of modalities for improvement of GAC education within residency programs across the United States. The recommendations were evaluated through a four-stage Delphi consensus survey, and the results may be applicable to undergraduate medical and health-professions trainings as well.
Methods
Preparation
Based on the barriers identified in What are the barriers to health professionals’ training on gender-affirming surgical care from patients’ and clinicians’ perspectives? a set of recommendations were prepared and presented to a committee of experts in the field of gender-affirming care to reach consensus through a four-stage Delphi method. The Delphi method was selected for this study as there is a lack of adequate research and analyzed data within the field, hence the reliance on human judgement and expert opinions as an initial step to inform future interventions.14 Furthermore, the anonymous nature of the survey allows for candid and unfiltered responses, in the hopes of overcoming biases that may be introduced in a more personal and identifiable manner of data collection.15
The major educational and learning principle behind the recommendations proposed in this study was Reflective Learning. In this study, we utilized Reflective Learning, in particular Dewey’s Process of Reflection, to frame and interpret our results. Reflective Learning is an educational theory that places importance on students reflecting on their educational experience, with the intention being development of skills to examine strengths as well as areas of improvement.16 There are few reflective learning theories, such as Dewey’s Process of Reflection. Based on Dewey’s Process of Reflection, for reflective learning to take place, there needs to be continuity of learning material, such as lectures to hands-on experiences, with learning happening in community with others so the learners better understand personal and interpersonal aspects of intellectual growth (Table 3).17
Delphi Process
The Delphi technique utilizes a series of questions and recommendations proposed to a panel of experts seeking reliable consensus in a particular field.18 The responses of the experts were recorded, analyzed, and reported back to the panel of experts until final recommendations were approved by the team. In order to have a sufficient response, our aim was to include 7-10 experts, as additional number of experts has not been shown to provide additional benefit.19 In this study, Delphi method was selected as opposed to other consensus methods due to convenience, feasibility, as well as anonymity of ideas. The Delphi methods have been used before in various studies with success. In a study performed by Hanna, et al, the authors identified effectiveness criteria for environmental assessment using the Delphi method.20 In another study by Banayan, et al, the Delphi method was adapted and utilized in creating a scoring system for assessing team performance during maternal cardiopulmonary arrest.21
There are multiple possible approaches to Delphi studies, including Classical, Policy, Decision, and Ranking-type.22 As the scope of this study centers on reaching consensus on the relative importance of sets of recommendations, the Ranking-type Delphi is the modality of choice for this study. The four stages of this study were organized according to the methods used by Barnes, et al.23 The first stage of the study entails brainstorming all plausible interventions that can be utilized in GAC, which were initially designed by MM (Table 1 and Figure 1). The second stage included review of the proposed interventions by the coauthors, edits, and finalization of a final survey. The third stage included dissemination of the first round of surveys to the experts, and analysis of the returned data from the experts. Each item had a mean rank calculated, stating the mean of the answers provided by all the experts. In the fourth stage of the study, the second round of surveys was sent to the experts with the opportunities to change their rating of the eligible questions if desired.
Expert Selection
Institutional Review Board protocol #2022P003238 was submitted and approved through Mass General Brigham (MGB). Expert selection was performed in accordance with the outline set forth by Wechsler, which includes formation of a list of potential experts in the field, evaluation of reputation, experience, and publications, and estimation of potential motivation in participating in the study.24 Ten experts, all attending physicians, in the field of GAC were identified within Massachusetts General Hospital and Brigham and Women’s Hospital. Surgical and nonsurgical providers with a dedication and specialization related to GAC were identified and recruited for the study through purposive sampling.25,26 Selected attending physicians were contacted via email and invited to participate in the survey. Out of the ten experts, seven responded affirmatively to participate. Experts represent fields of adult internal medicine, endocrinology, surgery, as well as psychiatry. 85% of the experts have teaching appointments at Harvard Medical School in addition to their primary practice appointments. 100% of the experts have had additional post-graduate training as chief residents and fellows. 100% of the experts have had scholarly involvement in the field of TGD medicine.
Survey Conduction
The initial survey included eleven questions (appendix A). Five questions asked the experts to rate a proposed intervention based on its importance in facilitating care. A rating scale was given to the experts (Table 2). The following five questions were posed to have the experts rank and compare the interventions that are currently being utilized and should be utilized. At the end of the initial survey, there was an open-ended free-response question for experts to share any further recommendations. The experts did not have the opportunity to communicate about the study with one another.
For the ranking questions, the responses of the experts from the initial survey were counted as their final answers. Those questions were not asked again on the second survey, and their aggregate results were counted as their consensus answer. Responses with a rating of 1 were labeled as “inappropriate,” ratings of 2 and 3 were labeled “low importance,” a rating of 4 was labeled “moderate importance,” and ratings of 5 and 6 were labeled “high importance.” Aggregating rated results into fewer categories than the initial rating levels (in this case, six rating levels aggregated into four categories) is a reasonable Delphi practice.27 With regard to the first five rating questions, consensus was defined as meeting a threshold at which 70% of respondents selected a score of 5 or 6 for an intervention, similar to the methods utilized by other scholars.28,29 The questions that did not meet the threshold were excluded from the second survey.
The study was conducted between January and April of 2023. The first round of surveys was conducted between February and March of 2023, and the second round of surveys were conducted between March and April of 2023.
Results
The results of the first study are summarized below (Appendix A), and the results of the second round of surveys are summarized below (Appendix B).
General recommendations
The results demonstrate strong endorsement of lectures and didactic opportunities on TGD care, accommodation of trainees for dedicated clinical care for TGD patients, as well as creation of a new standard in medical note writing that takes gender diversity into account in the order of priority stated (Table 3). The panel did not reach consensus with regards to a) mandatory assignment of trainees to dedicated TGD care clinics, or b) hiring a TGD educator to observe patient care to give feedback and recommendations.
The three approved general recommendations are presented based on Dewey’s Principle of Reflective Learning (Table 4). For reflective learning to take place, students need to first be educated on the foundational concepts of TGD care (first recommendation).30 Once they have been educated on the concepts, the students shall be introduced to patient care and immersed in the clinical aspect of learning (second recommendation). Clinical immersion allows for students to be exposed to their own strengths and weaknesses, as well as their peers’ strengths and weaknesses through communal engagement and comparative thinking.31 Through this process, they have the opportunity to reflect and critically think about the ways they can improve. Furthermore, through writing clinical notes (third recommendation), students are encouraged to think about their use of words and language when accurately describing patient interaction, an opportunity which will inherently allow students to instill reflective thinking to ensure objective and precise clinical documentation.32
Table 3: This table provides a commentary on how the three interventions that met expert panel consensus (columns) are explained, supported, and interpreted by Dewey’s process of reflective learning, which has four major components (rows). The commentary includes possible ways that Dewey’s process can take effect when considering the expert recommendations in real practice.
Educational modalities
The current delivery of education material on TGD care mostly consists of lectures, bedside teaching, and independent study, in that order of priority. The panel recommends delivery modalities to be prioritized in the order of bedside teaching, simulation-based learning, and lecture-based didactics (Table 5; Figures 5.1 and 5.2).
Evaluation modalities
The experts recommended case presentations, observed interviews, and objective structured clinical examination (OSCE) as preferred evaluation modalities. With regard to current evaluation modalities, the panel mostly reported that no modalities are being enforced. Some experts stated oral and written exams are being utilized (Table 6; Figures 6.1 and 6.2).
Eliminated proposed interventions
Two interventions from the initial five rating recommendations were eliminated from the second round of surveys (Appendix B) as the panel did not reach consensus during the first round. Not reaching consensus on topics and interventions is common and expected within Delphi studies,33–35 as the nature of the study aims to propose topics that can be narrowed through expert opinion and knowledge. The first eliminated recommendation proposed mandatory assignment of all residents to 2–4-week rotation blocks at dedicated TGD clinical care settings, for which only 1 expert (14%) rated the proposal as highly important. The second eliminated recommendation proposed hiring a TGD individual and educator to observe patient care provided by trainees and attendings to give feedback and recommendations, and to provide cultural sensitivity training to attendings and trainees, for which four panel members (57%) rated the proposal as highly important.
Discussion
The proposed interventions would potentially allow evidence-based gender-affirming practices to create an environment for trainee education that would facilitate a more inclusive and comprehensive patient care environment.36 Trainee education enhancement in the field of GAC is crucial, as appropriate and adequate patient care is dependent on it. To further ensure trainee exposure and education, scholars in the field of GAC have called for installation of trainee graduation requirements by the Accreditation Council for Graduate Medical Education.37 Some may consider our current educational requirements outdated as GAC is rising in popularity and demand, though our medical and educational standards are not meeting the current demand. There is a lack of sturdy and holistic surgical education in the field, and the majority of trainees feel unprepared to provide quality care for patients interested in GAC. Robust curricula involving didactic, clinical, and competency-based evaluation models are recommended to be designed and implemented in undergraduate and post-graduate training programs.38
TGD patients represent an estimated 0.6 to 3% of the population worldwide.39 Despite the fact that they represent a notable portion of patient population, many healthcare institutions that house trainees do not have any educational initiatives on TGD care. In such institutions, the results suggest initiation of didactic opportunities, such as lectures on foundational concepts, terminology, and sensitive communication. Once a foundational didactic education has been established, creation of opportunities for trainees to shadow providers, and treat TGD patients is highly recommended. With a strong didactic and clinical curriculum, it may be appropriate to set standards in note-taking that involve consideration of gender identity, correct name, legal name, and pronouns. Furthermore, creation of standardized trainee evaluation methods, facilitation of research on TGD care, and attendance of appropriate conferences are recommended.
Though the panel did not reach consensus on two recommendations, it may be worthwhile to take a deeper dive into each proposal. One recommendation that was eliminated through a majority negative vote was mandatory assignment of all residents to dedicated TGD clinical care settings for a brief period. Several comments from experts centered around the mandatory nature of this proposal, as differences in program design, goals, and trainee interests may result in inappropriate, unnecessary, and unwanted educational exposure. Though it is necessary to prepare trainees to taking care of patients of various backgrounds and needs, it may be unwise to instill policies that may require drastic changes that may not be in accordance with program objectives or trainee goals.
The second eliminated proposal was hiring a TGD individual and educator to observe patient care to give feedback and recommendations. This proposal did not meet consensus threshold of 70%, as it only received a 57% vote. As the margin for elimination was rather small, it is remarkable to highlight that a notable proportion of experts deemed this proposal very important. As our educational standards currently lag in the field of TGD care, it is prudent to seek guidance, feedback, and education from the TGD community. The TGD community understands their needs, as well as the deficiencies within the healthcare system. It may be a sensible and crucial strategy to engage the TGD community with our healthcare educational initiatives to be able to address the needs of the patient community in an effective and resourceful way.
Future studies can be performed to further investigate the findings of this study. More specifically, studies shall be proposed that evaluate the effects of instilling the recommendations within healthcare institutions, and evaluating the observed effects on trainee education as well as patient care. Furthermore, based on the results, additional studies can be performed to evaluate what enhancements and modifications can be made to the instilled recommendations.
It is noteworthy to mention that while our intention in expanding educational curricula on the topic of gender-affirming care (GAC) is to normalize transgender and gender-diverse (TGD) patient care, the inherent nature of a targeted module on GAC may result in further separation of TGD patients from the rest of the patient population in eyes of certain providers. In order to minimize this possible inadvertent consequence, educators should maintain intentionality within their curricula through emphasizing the importance of integration of TGD patients within their practices, as well as normalization of TGD patient care. In a study performed by Ruprecht, et al., scholars noted that through maintaining an educational environment that is judgement-free, expressive of personal and shared experiences, and driven by a sense of responsibility to integrate TGD patients in routine clinical care settings, educators would be able to create a space where care of TGD patients are considered more well-incorporated to baseline medical practices, minimizing the possibility of segregating TGD patients.40
It is important to acknowledge the paradox that exists in the educational system of minority health or controversial medical treatments. While we try to normalize such care or treatment, we may cause further inadvertent separation of the population or medical treatment from routine care that is studied and provided. To address such discrepancy and challenge, it is important to attempt to integrate the topic of interest at all educational levels. At a local level, the topic of GAC should be part of the educational curricula of medical schools, the same way topics of hypertension and diabetes are discussed. At a state level, licensure exams should include requirements and qualifications with regards to GAC, such as continuing education credits required for certification. At a more national level, medical boards and qualification examinations should include questions on GAC, same way they include questions on abortion care, nonaccidental trauma, and ethical dilemmas.
Limitations
The study was conducted within Mass General Brigham healthcare system. As this healthcare organization may have different facilities, capabilities, patient population, and provider profiles as compared to other institutions, there may be limitations with regards to generalizability of this study. Furthermore, the consensus committee represents a highly specialized group of physicians, possibly making their recommendations idealistic and difficult to be attained. Experts recruited from different parts of the country may have different opinions as compared to MB physicians. Additionally, the methods used asked closed-ended questions, limiting the ability of the experts to provide, and reach consensus on, new ideas not provided by the coauthors.
To address inherent biases discussed in this study due to the focal sample from MGB, future studies can be proposed to enhance objectivity. A Delphi study that includes experts and physicians from various healthcare systems across the country, in both urban and rural areas, will allow for a higher level of diversity in expert opinion and recommendations. It is an undeniable fact that our environments, educational backgrounds, and patient populations affect our understanding, opinions, and approach. With a diversified pool of expert, future studies may be able to mitigate the limitation of this study. Additionally, more open-ended questions should be included in future surveys to enable the panel to provide new recommendations and suggestions.
Conclusion
The results of this Delphi consensus study demonstrate the importance of establishing a strong didactic-based lesson plan on TGD care, facilitation of voluntary clinical care opportunities and community engagement, and improvement in medical record standards to embrace inclusive language. It is important to consider engaging the TGD community with trainee and staff education. The panel recommends delivery modalities to be prioritized in the order of bedside teaching, simulation-based learning, and lecture-based didactics. The experts recommend case presentations, observed interviews, and objective structured clinical examination (OSCE) as preferred evaluation modalities.