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The New Zealand Medical Journal

 Journal of the New Zealand Medical Association, 01-April-2005, Vol 118 No 1212

Reflecting on the ‘difficult’ patient
Hamish Wilson
Clinical care is usually straightforward: most patients improve and the goals of being a health professional seem achievable. Sometimes however, it is not so easy; a doctor or nurse in any branch of medical practice may experience quite marked difficulties with a particular patient. Various terms have been used to describe these patients such as ‘difficult’, ‘heartsink’, ‘problem’, or even ‘hateful’—but these terms obscure a range of underlying medical conditions including chronic pain, personality disorder, somatisation, and incurable suffering.
It is likely these labels are a reflection of doctors’ emotional responses to patients; negative feelings may start with simple dislike or minor annoyance, but can progress to frustration, exasperation, hopelessness, sadness, and anger.
In this context, Schwenk et al noted it is the physician-patient relationship that is the underlying issue, rather than specific characteristics of the individual patient.1 However, it is uncommon for doctors to view their ‘difficult’ patients as illustrative of a problem in their relationship with a patient; there are relatively few doctors who explore their personal reactions to patients in a deliberate way.
This article proposes that ‘difficult’ patients can be superb triggers for learning about important issues in modern medicine: awareness of self within the doctor-patient relationship, professional maintenance, models of health care. Various activities in reflective practice are proposed as a method of learning about these issues.

Background

In the UK, O’Dowd initiated discussion of such patients in 1988,2 coining the term ‘heartsink’ to describe intuitive feelings of impending doom or helplessness when certain names appear in the appointment book. There have been several useful articles in the general practice literature since O’Dowd, which have focused on contributing characteristics of the doctor3 as well as helpful approaches for practitioners.4 In 1994, Norton and Smith identified various issues in ‘the transaction’ between doctor and patient,5 while an excellent review of the ‘heartsink’ phenomenon came from Clarke and Croft.6
The overall impression from the literature is that ‘difficult’ patients consume considerable time and resources, receive many unnecessary investigations, can be litigious, and can cause their doctors considerable anguish. However, rather than blaming the patient, it is helpful to review some of the tacit or unconscious expectations of the modern practitioner.

The assumptions of modern medical practice

Ostensibly, students enter medicine to help others, motivated perhaps by their experiences of being helped themselves or through family traditions of service. As they progress through medical school, they learn the current principles and methods of modern medicine, which are based almost exclusively on ‘disease theory’ and developed as a product of the modern scientific method in the 17th and 18th Centuries. Box 1 lists two versions of these methods or ‘rules’ of modern medical science.
Given the powerful socialisation process into medical culture,8,9 it is perhaps not surprising that graduating doctors accept these models of practice without ever examining them explicitly. A problem arises, however, if the inherent assumptions in these models are implicitly challenged by patients presenting with unexplained or untreatable illness. Doctors could unintentionally blame a person for being less than the ideal or model patient.
When asked to describe their own ‘rules’ of practice however, practitioners can have difficulty in putting their ideas into words. As an illustration, GPs in the Masters of General Practice degree at the University of Otago review seminal readings on models of medical practice and write essays on their experience of work, including their views on the biomedical model. It takes several months of study before these experienced postgraduate students become articulate about biomedicine and can identify its utility and its limitations. These graduates have been exposed to more recent ideas about medical practice in the last 20 years such as the ‘biopsychosocial’10 and ‘patient-centred’ models,11 yet acknowledge the continued dominance of biomedicine.

A theory of ‘difficult’ patients

To recap, a theory that could explain the ‘heartsink’ or ‘difficult’ patient phenomenon is: Doctors have good intentions of helping patients. Over many years of immersion in medical culture they acquire, and tacitly accept, the assumptions of modern practice that are based on a positivist, empirical convention that arbitrarily separates ‘mind’ from ‘body’. This model works well most of the time, especially when the patient presents with a physical illness of known cause and an effective treatment is available. However, the model is less accurate or helpful when a patient has symptoms without identifiable cause, remains persistently unwell, does not conform to the expected social role of ‘patient’, or has symptoms that cross the mind-body ‘divide’.12 It would be possible to view such patients as challenges to the underlying model or paradigm of practice,7 but more commonly doctors become irritated or annoyed by the patient who does not fit their a priori assumptions of how medicine should be and how patients should behave.13 The outcome for the doctor can be frustration, leading to a complex and difficult interaction with the patient.
Viewing such patients as challenges to the theory or practice of medicine is more constructive than labelling the patient as ‘difficult’. Box 2 is a recent example from my own experience, with further notes after reflection in Box 3.

The doctor-patient relationship

Although doctors may have quite intense experiences in relation to certain patients, medical training does not generally encourage expression or further exploration of these experiences. It is also uncommon to formally describe patients in terms other than ‘nice’ or ‘pleasant’, even though doctors may be torn with powerful feelings that threaten their objectivity and even their sense of vocation. These unresolved tensions have been implicated in compassion fatigue14 and ‘burn-out’ of both hospital specialists15 and general practitioners.16
Given the development of modern medicine as a ‘science’ that assumes the ‘objective observer’ stance, this naivety to, or even denial of, interpersonal processes is understandable in mainstream medicine. However, there has been considerable work on the self of the doctor within the doctor-patient relationship in the UK by Drs Michael and Enid Balint. Their research method was straightforward; asking groups of general practitioners to discuss their ‘difficult’ or ‘heartsink’ patients, using a psychotherapist as a resource. The ensuing Balint movement has produced a number of useful books17,18 and some GP training schemes have more emphasis now on self-awareness.19 Graduates are also more aware of stress and other psychosocial factors in the genesis of illness.
However, while peer groups of GPs are now common throughout the Western world, few of them include psychotherapists as regular members; more widespread insights into doctor-patient relationships have been minimal. Despite the Balintian contribution to understanding the transaction between doctor and patient, McWhinney’s interpretation of modern medical practice7 may still be quite accurate (Box 1). There is no focus on, or even mention of, the doctor being involved in a complex social interaction and evolving relationship with each and every patient. Further, the development of the concept of the ‘difficult’ or ‘heartsink’ patient in medicine has been largely within the field of general practice from 1980 to 2000 with few articles since; there have also been very few publications appearing in other specialties, Marshall and Smith20 being the exception.

Reflective practice

Specifically discussing one’s ‘difficult’ patients (as in a Balint group) is an example of reflective practice, where practitioners use structured time to review their clinical experience, their personal responses to patients, and their own ideas on the nature of practice. Just as formal study of the doctor-patient relationship is relatively uncommon in medicine, practitioners who take reflective practice seriously are few and far between. Structured activities of reflection include journaling,21 critical incident analysis,22 mentoring,23 and supervision.24 Brookfield25 noted that reflection can facilitate emotional release, more objective identification of underlying issues, and realistic evaluation of one’s method of practice. These activities are quite different from ‘mulling over’ the day’s events or chatting with one’s spouse after work.
Activities of reflective practice are good examples of self-directed learning: doctors identify their learning issues and what methods to use; the activities are low in cost; the implications for health care of the patient and peace of mind for the doctor are considerable.
Consistent with medical schools in the UK,26,27 the undergraduate course at Otago University now includes various activities of reflective practice such as peer groups, mentoring and critical incident analysis,28 in the belief that the next generation of doctors will be able to critically review their doctor-patient relationships. These particular local undergraduate activities will be discussed in further publications.

Conclusions

All doctors can be irritated (or more severely troubled) by certain patients, but activities in reflective practice help them explore their emotional responses. It seems likely that reflective practice will facilitate greater self-awareness, increase confidence, and reduce the risks of compassion fatigue and patient complaints, but research is required to confirm these effects. At the very least, regular reflection on one’s emotional responses will reduce the likelihood and severity of being troubled by so-called ‘difficult’ patients.

Summary points

  • All doctors encounter patients who they find personally or professionally challenging
  • Many such patients present with poorly defined medical problems or with interpersonal difficulties; being labelled as ‘difficult’ depends on the perception of the doctor involved
  • ‘Difficult’ patients may present a challenge to the doctor’s assumptions, either about how illnesses ‘should’ progress, or how patients ‘should’ behave
  • Recognising emotional responses to patients is helpful
  • Learning these skills before graduation is ideal
  • Structured activities that increase self-awareness will help doctors monitor their doctor-patient relationships.
Author information: Hamish Wilson, Senior Lecturer, Department of General Practice, University of Otago, Dunedin.
Acknowledgement: I would like to thank Mr Tony Egan for his invaluable editing advice.
Correspondence: Dr Hamish Wilson, Department of General Practice, University of Otago, PO Box 913, Dunedin 9001. Fax: (03) 479 7431; email: hwilson@gp.otago.ac.nz
References:
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  2. O'Dowd T. Five years of heartsink patients in general practice. BMJ. 1988;297:528–30.
  3. Mathers N, Jones N, Hannay D. Heartsink patients: a study of their general practitioners. Br J Gen Pract. 1995;45:293–96.
  4. Mathers N, Gask l. Surviving the 'heartsink' experience. Fam Pract. 1995;12:176–83.
  5. Norton K, Smith S. Problems with patients: managing complicated transactions. Cambridge: Cambridge University Press; 1994.
  6. Clarke R, Croft P. Critical reading for the reflective practitioner: a guide for primary care. Oxford: Butterworth-Heinemann; 1998.
  7. McWhinney I. Changing models: the impact of Kuhn's theory on medicine. Fam Pract 1983;1:3–8.
  8. Sinclair S. Making doctors; an institutional apprenticeship. Oxford: Berg; 1997.
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  11. Stewart M, Brown J, Weston W, et al. Patient-centred medicine: transforming the clinical method. Thousand Oaks, CA: Sage Publications; 1995.
  12. Broom B. Somatic illness and the patient's other story. London: Free Association Books; 1997.
  13. Schwenk T, Romano S. Managing the difficult physician-patient relationship. Am Fam Physician. 1992;28:218–9.
  14. Figley C. Compassion fatigue: coping with secondary traumatic stress disorder in those who treat the traumatized. New York: Brunner/Mazel; 1995.
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  16. Appleton K, House A, Dowell A. A survey of job satisfaction, sources of stress and psychological symptoms among general practitioners in Leeds. Br J Gen Pract. 1998;48:1059–63.
  17. Balint M. The doctor, his patient, and the illness. London: Pitman Medical; 1964.
  18. Salinsky J, Sackin P. What are you feeling, Doctor? Identifying and avoiding defensive patterns in the consultation. Abingdon, Oxon: Radcliffe Medical Press; 2000.
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  23. Freeman R. Mentoring in general practice. Oxford: Butterworth-Heinemann; 1998.
  24. Wilson H. Self-care for GPs: the role of supervision. NZ Fam Physician 2000;27:51–7.
  25. Brookfield S. Using critical incidents to explore learner's assumptions. In: Mezirow J, editor. Fostering critical reflection in adulthood: a guide to transformative and emancipatory learning. San Francisco: Jossey-Bass Publishers; 1990.
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  28. Wilson H, Egan A, Friend R. Teaching professional development in undergraduate medical education. Medical Education. 2003;37:482–3.


     
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