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. 2022 Jun 6;2022:10.31478/202206a. doi: 10.31478/202206a

The 3Cs Framework for Pain and Unhealthy Substance Use: Minimum Core Competencies for Interprofessional Education and Practice

Eric Holmboe 1, Steve Singer 2, Kathy Chappell 3, Kimia Assadi 4, Aisha Salman 5
PMCID: PMC9499381  PMID: 36177204

June 6, 2022

Background

In 2018, the National Academy of Medicine’s (NAM’s) Action Collaborative on Countering the U.S. Opioid Epidemic was established to catalyze public, private, and nonprofit stakeholders to develop, curate, and implement multi-sector solutions designed to reduce opioid misuse and improve outcomes for individuals, families, and communities affected by the opioid crisis (NAM, n.d.). The Action Collaborative’s diverse members work together to advance initiatives organized into the following priority areas, which are also the focus of its work groups: health professional education and training; pain management guidelines and evidence standards; prevention, treatment, and recovery services; and research, data, and metrics needs.

Specifically, the Health Professional Education and Training Work Group authored a Special Publication in 2021 titled Educating Together, Improving Together: Harmonizing Interprofessional Approaches to Address the Opioid Epidemic (Chappell et al., 2021). This Special Publication analyzed professional practice gaps (PPGs) across five professions and the current requirements landscape pertaining to pain management and substance use disorder (SUD) care. The results of the analysis elucidated highly variable education needs and requirements and an underlying urgency for harmonization across the broader health system. To address unwarranted variation and accelerate action around shared goals, the Special Publication highlights five priorities for health education and training stakeholders to catalyze substantive and lasting change in the opioid crisis response. The first of these five priorities is to establish minimum core competencies in pain management and SUD for all health professionals and support evaluation and tracking of health professionals’ competence. Minimum core competencies aim to set a standard for the minimum level of competence expected from all health care professionals and should help systemize tracking and evaluation of appropriate competence in pain management and SUD care.

To advance this priority, the Education and Training Work Group developed a core competency framework for pain management and unhealthy substance use care, including SUD care. The core competency framework describes the knowledge, skills, attitudes, qualifications, and behaviors that are needed to address PPGs across pain management and unhealthy substance use care and can strengthen the delivery of coordinated, high-quality, and person-centered care. Additionally, the framework acknowledges commonalities shared between pain and SUD while recognizing both as separate and multifaceted conditions with potential intersections. Given that affected individuals often have complex health and social needs, the competency framework is designed to help health care professionals and the broader health system understand the interrelation and aspects of both conditions independently, collectively, and contextually (Gatchel et al., 2014; Saitz et al., 2008).

The core competency framework aims to improve pain and unhealthy substance use care by building upon previous frameworks, emphasizing interprofessional team-based care, and supporting the advancement of innovations across the health professions. For the purpose of this work, the framework’s reliance on context is adapted from the Interprofessional Consensus Summit’s work on advancing pain curricula, specifically the need to reduce emphasis on learners acquiring factual knowledge and increase emphasis on learners’ “capacity to act effectively in complex, diverse, and variable situations” (Interprofessional Education Collaborative, 2016).

Framework Scope and Overview

The core competency framework is comprehensive and interprofessional in its construction and aims to inform a standard that can be adapted to different professions, settings, and contexts. The content of the framework includes distinct foundational concepts that apply to pain, unhealthy substance use, relevant mental health conditions, and any potential intersections. To address PPGs and ensure health care professionals demonstrate competence in these domains, concepts included in the framework should be incorporated into education, training, and evaluation across the continuum of a health professional’s career. While the implementation of the competency framework will help to close PPGs, it may also serve as a foundation for health care professional practice and lead to improved patient- and family-centered care and community partnerships, strengthened interprofessional coordination and collaboration, and enhanced readiness and responsiveness of the health care system (Interprofessional Education Collaborative Expert Panel, 2011). Notably, the framework outlines domains, general competencies, and supporting sub-competencies, not specific or prescriptive competencies. This is intentional, as the framework should serve as a tool for strengthening existing competencies or developing new competencies as needed and can guide updates to current requirements and standards.

The framework incorporates key components of the knowledge, skills, and attitudes needed to define qualifications and behaviors that will better prepare all health professionals across the continuum to address pain and unhealthy substance use (Baker et al., 2003; Salas and Cannon-Bowers, 1997; Cannon-Bowers et al., 1995; AHRQ, n.d.). These baseline components are summarized into a core list of three broad, interprofessional performance domains, with general competencies and sub-competencies under each that can be used to support or develop profession- or specialty-specific competencies as needed. In addition to seeking to address PPGs and improve quality care, the domains and competencies also serve as a bridge for disciplines that lack sub-specialization in pain management, such as dentistry and orofacial pain, or disciplines with emerging specialties, such as pain psychology. The framework is designed to be simple, practical, and widely applicable across health professions and the continuum of education and training.

Development Process

Developing the core competency framework was an iterative process that started with a broad environmental scan of existing competency frameworks and curricula on pain- and SUD-related topics. Action Collaborative members and their respective networks provided a diverse sample of 25 curricular formats (guidelines, standards, recommendations, educational blueprints, and systemic reviews) intended for a range of professions and disciplines across the pre-licensure and post-licensure education and training levels. These disciplines included allopathic, osteopathic, dental, pharmacy, nursing, social work, psychology, psychiatry, and physical therapy. The main focus areas of the existing curricular formats included acute and chronic pain management, SUD treatment, opioid prescribing, mental/behavioral health, prevention, and a range of other topics that were profession- or specialty-specific or interdisciplinary topics within the realm of pain and SUD care.

Core content, domain categories, and structural organization from the sample frameworks were summarized into a table (see Appendix A) and further analyzed for overlapping themes, gaps, and key takeaways (see Appendix B). The content of the frameworks was then mapped to the PPG findings from the Special Publication to identify cross-cutting themes. Members of the Education and Training Work Group developed an initial list of domain areas that were then expanded, using the results from the environmental scan and the subsequent thematic analysis. The resulting content was organized into domains, general competencies, and sub-competencies. The domains and general competencies were largely chosen based on their relevance to and inclusion in existing frameworks (AHRQ, 2019; Interprofessional Education Collaborative, 2016). Sub-competencies were developed to address educational needs across pain management and unhealthy substance use care. The development of the domains, general competencies, and sub-competencies was an iterative process, as over 10 drafts were reviewed by members of the Education and Training Work Group and further refined and reorganized based on their input. Once the content of the general competencies and sub-competencies was determined, the domains were further refined into interprofessional performance domains. The general competencies were then mapped to the domains, which collectively indicate competence. These components, along with foundational concepts of partnership, learning, collaboration, and continuous improvement were assembled to create a framework.

FIGURE 1. Summary of the Development Process.

FIGURE 1

SOURCE: Holmboe, E., S. Singer, K. Chappell, K. Assadi, A. Salman, and the Education and Training Working Group of the National Academy of Medicine’s Action Collaborative on Countering the U.S. Opioid Epidemic. 2022. The 3Cs Framework for Pain and Unhealthy Substance Use: Minimum Core Competencies for Interprofessional Education and Practice. NAM Perspectives. Discussion Paper, National Academy of Medicine, Washington, DC. https://doi.org/10.31478/202206a.

NOTE: Figure 1 summarizes each major step in the development process for the Core Competency Domains Framework.

The draft core competency framework was then presented and discussed during a series of closed listening sessions hosted by the Action Collaborative. The purpose of the listening sessions was to gather feedback from a range of end-users and health care stakeholders on the clarity, content, and usability of the framework. Each listening session included a broad and diverse set of practicing health care professionals and health system stakeholders involved in developing, implementing, and measuring clinical competencies, as well as clinicians currently in training and individuals with pain and SUD lived experience. Feedback from the listening sessions was summarized and used to further refine the framework. The updated framework was again presented to members of the Education and Training Work Group, who helped further refine and finalize the sub-competencies and core elements of the framework.

Framework Structure and Content

The resulting framework is centered on partnering with patients, families, and communities, which includes but is not limited to engaging in shared decision making, learning with and from patients and families, and including lived experience perspectives in education and continuous improvement (Dokken et al., 2021; SAMHSA, 2021; Dardess et al., 2018; Baker et al., 2003). A key aspect of partnership in pain and unhealthy substance use care requires clinicians to recognize their patients’ unique circumstances and foster solidarity in overcoming challenges to “meet patients where they are” (Fishman et al., 2013; Sartorius, 2002; Cannon-Bowers et al., 1995). An inclusive definition of “family” is central to ensuring functional and fruitful partnerships and should be based on patients’ preferred definition of family. This concept of partnership is built on the importance of patient and family involvement in ensuring and maintaining safety and high-quality care, as well as improving health outcomes (Dokken et al., 2021; Dardess et al., 2018). Similarly, in this context, community engagement embraces an expansive definition of community. Community should include feelings of association due to shared attitudes, interests, goals, or geographical space, which can create or facilitate systems of support for information or resource exchange (Simona Kwon et al., 2017). Recognition of patients and families as part of broader communities is critical to effective engagement and partnership.

In addition to partnership, the framework incorporates two important facilitating factors that are needed to translate the identified domains and competencies to achieve expected outcomes. One of these facilitating factors is continuous learning and improvement, and the other is interprofessional collaboration and learning (Interprofessional Education Collaborative, 2016; AHRQ, 2015).

Continuous learning and improvement are connected concepts that should be embedded across the continuum of education and are relevant to systems, individuals, and their interactions. This mutual responsibility at the macrosystem and microsystem levels is built on the principles of learning and coproduction (Elwyn et al., 2020). Learning health systems recognize individuals, teams, and systems as having distinct yet interdependent roles, and places value on working together across levels to transform health care delivery (IOM, 2011). At the macro level, systems must ensure that health care professionals receive effective, timely continuing education that is sensitive to setting and patient population needs. Individual health care professionals should be oriented toward lifelong learning and continuous improvement in clinical practice (IOM, 2010). At the micro level, health care professionals are responsible for translating scientific knowledge, best practices, and policy applications into health care delivery while engaging in co-learning and co-production with patients. It is critical for health care professionals to engage in continuous learning and improvement practices to stay informed and learn the skills needed to ensure safe, effective, person-centered, and equitable care delivery across diverse settings (IOM, 2010).

Continuous learning and improvement require individuals and systems to work synergistically to improve performance and patient outcomes (Wilcock et al., 2009). One of the foundational components of this process is assessment and evaluation. Assessment and evaluation provide the infrastructure to reinforce and strengthen continuous improvement in practice. Performance-based assessments, specifically, emphasize optimizing learning, prioritizing feedback and formative processes, and evaluating what a learner does in practice (Moore et al., 2009). In this process, both the individual and the system learn from each other to uphold the principles of continuous learning and improvement.

Interprofessional collaboration and learning rely on foundational respect, which includes equal recognition of all members of the care team and an understanding of environmental context. When thinking of the care team, it is important to note that individual patients, family members, and their communities serve as key team members. Fostering trust and using codesign principles is essential to collaborating with patients (Boyd et al., 2012; Bechtel and Ness, 2010). For successful collaboration to occur within and across all professions in the care delivery process, stakeholders must strengthen coalitions throughout the health care system (Interprofessional Education Collaborative, 2016; AHRQ, 2015; AHRQ, n.d.). Learning through collaboration enhances care delivery to better meet the complex, individual needs of patients and families (IOM, 2003). By understanding how the care team collectively and individually functions within the health care system, interprofessional collaboration can improve access to comprehensive, coordinated, and high-quality care, whether through hands-on care or referrals.

Of note, these facilitating factors apply to clinical and non-clinical stakeholders. In addition to patients, their families and communities, clinicians, and health systems, groups such as payers, licensees, regulators, and educators are a critical part of the broader health care ecosystem and play a fundamental role in the framework’s implementation and long-term sustainability.

Building on the central components described above, the framework is further organized into three broad domains of performance that encompass needed knowledge, skills, and attitudes and reflect competence for all health professionals: Core Knowledge, Collaboration, and Clinical Practice (Dokken et al., 2021; Dardess et al., 2018). These three overarching performance domains map to six general competency areas (and their associated sub-competencies) describing core competency and termed the “3Cs Core Competency Framework for Pain Management and Unhealthy Substance Use Care” (see Table 1).

TABLE 1. Core Domains and Competencies.

TABLE 1

SOURCE: Holmboe, E., S. Singer, K. Chappell, K. Assadi, A. Salman, and the Education and Training Working Group of the National Academy of Medicine’s Action Collaborative on Countering the U.S. Opioid Epidemic. 2022. The 3Cs Framework for Pain and Unhealthy Substance Use: Minimum Core Competencies for Interprofessional Education and Practice. NAM Perspectives. Discussion Paper, National Academy of Medicine, Washington, DC. https://doi.org/10.31478/202206a.

Each of the general competencies contains several sub-competencies. The sub-competencies are interconnected both within and across all domains of the framework. For example, stigma is particularly salient for those who experience pain or unhealthy substance use. Concepts related to stigma are represented in several sub-competencies and integrated across all domains. The learning concepts reflected in the sub-competencies and general competencies are interdependent and serve to reinforce each other to provide safe, effective, patient- and family-centered, equitable, timely, and efficient care. To comprehensively achieve the desired education outcomes for health professionals, the minimum core competencies, or abilities, should reflect competence across all aspects of the framework.

Performance Domain: Core Knowledge

The core knowledge domain describes the foundational concepts of pain and unhealthy substance use and the knowledge, skills, attitudes, and behaviors needed to effectively apply this knowledge. General competencies and sub-competencies focus on foundational clinical knowledge of pain and SUD; relevant aspects of mental health and related intersections; clinical guidelines and treatment options; baseline skills for recognizing and assessing signs of pain, SUD, risky substance use; and ability to translate evidence and data into practice. Competencies and associated sub-competencies include the following:

General Competency 1: Foundational Knowledge

Sub-competencies:
  • Acquire knowledge of pain, unhealthy substance use, including SUD, their intersections, discrete concepts, and comorbidities (common comorbidities could include but are not limited to depression, anxiety, PTSD, and insomnia).

  • Acquire knowledge of emotional, mental, and behavioral health and their intersections with pain and unhealthy substance use.

  • Recognize the range of and differences among conditions relating to SUD and pain.

  • Acquire knowledge of stigma, mistrust, and fear related to pain and unhealthy substance use (refers to stigma experienced by patients and understanding the role of self-stigma, societal stigma, and clinician stigma).

  • Acquire knowledge of clinical practice guidelines, evidence-based resources, expert guidance, and understand the difference in evidence between these resources.

  • Acquire knowledge of treatment options for pain and prevention of SUD.

  • Acquire knowledge of treatment options for SUD.

General Competency 2: Applied Knowledge

Sub-competencies:
  • Develop and apply baseline skills for recognizing and assessing signs of pain, risky substance use, and SUD.

  • Develop and apply baseline skills for determining risks associated with mismanaged or undermanaged pain and SUD.

  • Develop the ability to translate evidence, expert recommendations, and data into practice.

  • Develop and apply baseline skills to develop realistic individualized treatment goals.

  • Develop and apply baseline skills to monitor patients for benefits (e.g., function, quality of life) and harms (e.g., adverse effects, substance misuse).

  • Develop and apply baseline skills to effectively counsel patients toward more healthy behaviors.

  • Develop and apply baseline skills to modify treatment based on clinical outcomes.

  • Understand the relationship between stigma and biases, as they pertain to disparities and inequities in pain and unhealthy substance use care (disparities refer to treatment, prevention, and recovery outcomes; inequities refer to care access and delivery).

Performance Domain: Collaboration

The collaboration domain describes the core principles of patient- and family-centered practices and team-based care. The competency domains and sub-domains focus on knowledge, skills, attitudes, and behaviors needed to successfully collaborate with patients, families, and interprofessional teams, including respect and appreciation for individual- and family-level needs and autonomy; knowledge of individual roles and responsibilities within care teams; and ability to provide appropriate referrals for pain and SUD. Competencies and associated sub-competencies include the following:

General Competency 3: Patient- and Family-Centered Practices

Sub-competencies:
  • Respect and appreciate individual- and family-level needs and autonomy.

  • Recognize and eliminate stigma experienced by patients and families (refers to stigma experienced by patients and understanding the role of self-stigma, societal stigma, and clinician stigma).

  • Encourage patient and family discussions and expectations for functional care goals.

  • Demonstrate attitudes and behaviors reflecting cultural competency and centering on health equity.

  • Practice effective and evidence-based communication strategies with patients and families, including the use of non-biased, nonjudgmental, non-stigmatizing, nondiscriminatory language without use of microaggressions.

  • Use person-centered, collaborative approaches and decision making, using techniques such as motivational interviewing, conflict resolution, and redirection to address anchoring (refers to anchoring on initial information, which may prevent receptivity of subsequent information) (Riva et al., 2011; Searight, 2009).

  • Develop awareness of trauma-informed care practices and implementation skills for these practices when needed (refers to a care approach that acknowledges the patient’s past and present life situation and the widespread impact of trauma; recognizes signs and symptoms of trauma in patients, families, and staff; and understands the diverse pathways to recovery) (Trauma-Informed Care Implementation Resource Center, 2021; SAMHSA, 2014).

  • Select and prepare individuals with lived experience to share their experiences and perspectives in educational sessions for clinicians, staff, students, trainees, and faculty.

General Competency 4: Team-Based Care

Sub-competencies:
  • Acquire knowledge of individual roles and responsibilities within the care team.

  • Develop the ability to work effectively and collaborate within and across different professions and settings.

  • Recognize and eliminate stigma against care teams.

  • Practice effective and evidence-based communication strategies with team members.

  • Recognize patients, families, caregivers, and communities as members of the interdisciplinary team.

  • Provide appropriate referral and follow-up for pain and SUD.

Performance Domain: Clinical Practice

The clinical practice domain describes the baseline awareness needed to understand health systems, health environments, and professionalism. The competency domains and sub-domains focus on the knowledge, skills, attitudes, and behaviors that facilitate successful integration with practice, such as the ability to recognize social determinants of health and political determinants of health, awareness of current regulations and policies and their relationship to practice, and commitment to lifelong learning and professional development in pain and SUD care. Competencies and sub-competencies include the following:

General Competency 5: Health Systems and Environment

Sub-competencies:
  • Recognize the social determinants of health, high-risk populations, and structural barriers that may be affecting pain and SUD care.

  • Acquire knowledge about clinician-level stigma and impact (refers to stigma experienced by practicing and emerging health professionals in pain/addiction care and underserved areas, and understanding the role of self-stigma, societal stigma, and provider stigma) (HHS, 2019; Scutti, 2019; Blevins et al., 2018; Ostrow et al., 2014).

  • Recognize and appreciate the role of health care professionals and the responsibility of providing complex care.

  • Understand health systems and strategies for navigating practice setting challenges by learning from colleagues.

  • Develop awareness and appropriate use of current data, evidence, guidelines, tools, and resources.

  • Develop awareness of current regulations and policies (at local, state, and federal levels) and their relationship to practice.

  • Develop an understanding of harm reduction and prevention strategies at individual and population levels (refers to a strategy or behavior that helps reduce harm or risk from substance use or undermanaged/mismanaged pain. For the purpose of this work, the U.S. Centers for Disease Control and Prevention’s (n.d.) definition of harm reduction is adapted to pain as well as substance use).

General Competency 6: Professionalism

Sub-competencies:
  • Acquire knowledge and use of ethical practices and mediation strategies.

  • Exercise self-care skills.

  • Engage in interprofessional continuing education that supports lifelong learning and professional development related to pain and unhealthy substance use care and addresses attitudes and behaviors related to treatment.

  • Continually assess and address one’s own implicit attitudes and biases (AHRQ, 2015; Sartorius, 2002).

  • Exercise resourcefulness and adaptability across practice settings.

  • Demonstrate compassion, empathy, and support throughout all stages of care (including treatment and recovery), and exercise the ability to “meet patients where they are.”

A complete visual of the core competency framework (see Figure 2) follows.

FIGURE 2. The 3Cs Framework.

FIGURE 2

SOURCE: Holmboe, E., S. Singer, K. Chappell, K. Assadi, A. Salman, and the Education and Training Working Group of the National Academy of Medicine’s Action Collaborative on Countering the U.S. Opioid Epidemic. 2022. The 3Cs Framework for Pain and Unhealthy Substance Use: Minimum Core Competencies for Interprofessional Education and Practice. NAM Perspectives. Discussion Paper, National Academy of Medicine, Washington, DC. https://doi.org/10.31478/202206a.

NOTE: Figure 1 summarizes each major step in the development process for the Core Competency Domains Framework.

Figure 2 displays a snapshot of how the framework’s three broad performance domains (the “Cs”) relate to the six competency domains and how all of the domains are interrelated and connect to one another. Figure 2 also demonstrates how the framework integrates the two facilitating factors (interprofessional collaboration and learning; and continuous learning and improvement) and is collectively centered around a focus on partnering with patients, families, and communities.

Conclusion

The 3Cs Framework was created to address PPGs across pain and SUD, catalyze system-level change in the health care environment, and improve health outcomes at the individual and population levels. Although various accredited educational institutions, committees, and task forces have developed their own comprehensive frameworks with similar objectives, the existing curricula are either limited in scope (only focusing on pain or SUD care) or limited in applicability and audience (only intended for specific health fields or specialties or education or training level). Using a public health lens, this framework builds from previous works and integrates core concepts relevant to learners and educators of all health professional backgrounds and education and training levels. The competency domains and sub-domains describe a minimum level of ability and are intentionally broad and comprehensive in scope to enable a wide range of applicability and use.

The 3Cs Framework is intended to inform minimum core competencies and describe baseline knowledge, skills, behaviors, performance, and attitudinal expectations across health professions. The framework would benefit from broad dissemination to education systems and stakeholders to facilitate far-reaching and collaborative implementation. This framework is not intended to detract from existing or emerging evidence-based, interprofessional competencies for pain management and SUDs but rather to ensure flexibility (Fishman et al., 2013).

The framework’s usability and impact rely on support from stakeholders representing clinical, educational, regulatory, and financial systems across health care. A coordinated effort is needed across health professions to incorporate the 3Cs Framework into existing curricula. This should be supported by effective teaching and learning approaches and assessed by accreditation and licensing bodies. Specialty societies, associations, and other accredited continuing education providers can develop training content to address the needs of certain professions and special populations. In addition, competencies developed from the framework will need to be reinforced through accreditation assessments. Certifying and licensing examination criteria across states should reflect concepts included in the framework. Quality metrics can be updated and mapped to support implementation of the framework. Additionally, health systems and reimbursement structures should incentivize clinical practices that build on the core principles ingrained in the framework, particularly interprofessional collaboration and patient- and family-centered approaches to care.

To support uptake, the framework should be accompanied by a suite of implementation tools, including implementation science principles, implementation guidance for different stakeholder groups, and clinical resources mapped to the framework’s sub-competencies. While these resources may not be exhaustive, they may help accelerate the framework and the development of additional tools, resources, and educational materials needed to facilitate implementation of core competencies across professions, settings, and contexts. Tracking and evaluation will be critical to assess implementation efforts. Specifically, continuing education accreditors, regulators, and educational leaders across the health care continuum should collaborate to enable national tracking of core competencies for pain management and unhealthy substance use care. Tracking continuing education activities that are designed to address specific competencies paired with evaluation of learning outcomes will help education providers and health professionals to collaborate around targeting setting- and patient population-specific PPGs and underlying educational needs. This tracking should be supported by evaluation frameworks, which will further center accountability for adaptive interprofessional continuing education and care delivery across the health care professional workforce (Chappell et al., 2021).

The 3Cs framework can help shape a health care environment that values an improved state of care for pain and unhealthy substance use by fostering interprofessional coordination and collaboration and supporting continuous improvement and learning, across prevention and care. Health care processes focused on partnership and co-production are integral to sustain effective and comprehensive patient-centered care. In addition to transforming structures and processes, successful implementation of the 3Cs Framework will catalyze adaptive, interprofessional practice that will better prepare health care professionals with the knowledge, skills, and abilities needed to proactively address the complex needs of patients and families with pain and unhealthy substance use and close persistent PPGs.

APPENDIX A

Summary Matrix of Environmental Scan Results

Source Overview and Objectives Core Competencies Overlapping Themes and Key Takeaways Professional Practice Gaps Mapping Results
American Society of Addiction Medicine (ASAM) - Standards of Care for Addiction Specialists (2014)
https://www.asam.org/docs/defaultsource/practice-support/quality-improvement/asam-standards-of-care.pdf?sfvrsn=10
Intended for any physician/practitioner assuming the responsibility for caring for addiction and related disorders.
Standards aim to “raise the bar” of expectations and account-abilities by describing what is expected of physicians during different points in the addiction care process.
Standards:
  • I.

    Assessment and diagnosis

  • II.

    Withdrawal management

  • III.

    Treatment planning

  • IV.

    Treatment management

  • V.

    Care transitions and care coordination

  • VI.

    Continuing care management

Overlapping Themes: diagnostic criteria, medical interventions, biopsychosocial interventions, treatment alternatives and advantages/disadvantages, physical exam, patient history, coordinating team-based care, specialist referrals, safety and risk evaluations, patient-involved clinical decision making
Key Takeaways: collecting medical/social history/family history, sharing information and protecting privacy, documentation
  • Clinical knowledge

  • Communicating with other members of the care team

  • Patient demographics

  • Referral resources

  • Provider-patient relationship

ASAM - Competencies of Addiction Medicine Recognition Program (2015)
https://www.asam.org/docs/default-source/education-docs/asam-fundamentals-recognition-program-learning-objectives-and-competencies-final-10-1-15.pdf?sfvrsn=2
Intended for health care professionals treating addiction and SUD.
ASAM Fundamentals Curriculum Planning Committee identified nine competencies in addiction medicine for the purpose of continuing education.
Learners are expected to display professionalism in all activities and interactions with patients and professional colleagues, demonstrate commitment to the health/well-being of individuals and society through ethical practice, profession-led regulation, and high personal standards of behavior.
Nine core competencies and fundamentals:
  • 1.

    Professional communication and interaction with patients and professional colleagues

  • 2.

    Identify patient feelings and attitudes impacting therapeutic responses

  • 3.

    Understanding addictive disorders as developmental biopsychosocial disorders

  • 4.

    Evidence-based approach to detecting SUD

  • 5.

    Counseling strategies for positive SUD screening results

  • 6.

    Motivational Interviewing (MI)

  • 7.

    Conducting biopsychosocial/developmental ambulatory assessment to match patient with appropriate care

  • 8.

    Indications, contraindications, and duration of evidence-based pharmacotherapy; referral to specialty care

  • 9.

    Behavioral interventions for patients and family (formal/intensive, informal, community-based)

Overlapping Themes: core medical knowledge on substances, SUD, and commonly associated medical/mental disorders, screening, interviewing, biopsychosocial approach, respectful/nonjudgmental/non-stigmatizing communication with patients, recognize SUD as chronic medical illness, ability to access resources, team-based care, referral to specialty care and formal/informal treatment programs, MI skills, medication-assisted treatment (MAT), community support
Key Takeaways: establishing healthy personal boundaries with patients/families, gender/cultural awareness, patient confidentiality, nondiscriminatory communication, recognizing health literacy, barriers to access and factors impacting therapeutic responses
  • Clinical knowledge

  • Practice guidelines

  • Communication with care team

  • Communication with patients/families

  • Patient demographics and reported differences

  • Provider-patient relationship

  • Attitudes and biases

  • Referral resources

  • Access resources and information as needed

American Board of Addiction Medicine (ABAM) - Core Competencies for Addiction Medicine (2012)
https://acaam.memberclicks.net/assets/docs/Core-Competencies-for-Addiction-Medicine.pdf
Intended for medical residents and fellows specializing in addiction medicine.
Competency goals are focused on prevention and treatment of addiction and substance-related health conditions for a diverse spectrum of drugs.
Core competencies:
  • 1.

    Patient care

  • 2.

    Medical knowledge

  • 3.

    Practice-based learning and Improvement

  • 4.

    Interpersonal skills and communication

  • 5.

    Professionalism

  • 6.

    Systems-based practice

Overlapping Themes: recognizing common issues and medical conditions related to SUD, psych/social/functional indicators of subclinical addiction disorders, interpreting lab findings/diagnostic tests, physical exams, nonjudgmental communication, use of standardized screening instruments, MI strategies, diagnostic tests, specialist referrals
Key Takeaways: medical emergencies, psychiatric emergencies, special contexts, continuous improvement, and professional development
  • Clinical knowledge practice guidelines

  • Use of evidence, tools, and resources

  • Referral resources

  • Patient demographics

  • Communication with patients/families

  • Mandatory continuing education

  • Communication with other care team members

  • Patient-provider relationship

Dental Education Core Competencies - Massachusetts Dental Schools (2016)
https://www.mass.gov/files/documents/2017/08/31/governors-dental-education-working-group-on-prescription-drug-misuse-core-competencies.pdf
Intended for Massachusetts (MA) dental students (cross-institutional).
Working group acknowledges the need to integrate behavioral health in dentistry and the dental field lacks a specialty for orofacial pain.
Core curriculum aims to provide dental students with a foundation in prevention, management, and identification of SUD and familiarity with chronic pain.
Competencies focus on reducing opioid prescribing, counseling, appropriate referral, and interprofessional collaboration.
Core competencies are organized into three domains based on prevention level (non-exclusive).
Domains (by prevention level):
  • 1.

    Primary: prevention of prescription drug misuse; 1–3 focus on the screening, evaluation, and prevention of substance misuse during the diagnosis of dental and orofacial pain

  • 2.

    Secondary: treating patients at-risk for SUD; 4–6 focus on engaging patients in safe, informed, and patient centered treatment planning

  • 3.

    Tertiary: managing SUD as a chronic disease; 7–10 focus on eliminating stigma and building awareness of social determinants

Overlapping Themes: diagnosis, pharmacological and non-pharmacological treatment options for pain and SUD, risks and benefits, proper use of available screening instruments and protocols, screening/evaluation, communication with patient/family, provide referrals to addiction specialists and treatment programs, engage in interprofessional care teams
Key Takeaways: evidence-based foundational skills in patient-centered counseling and behavior changes in context of patient encounter
  • Patient demographics

  • Differences in prescribing practices

  • Appropriate referral

  • Use of evidence-informed tools and resources

  • Patient-reported differences

  • Communication with care team

  • Interprofessional collaboration, interest, and trust

Medical Education Core Competencies - Massachusetts Medical Schools (2015)
https://www.mass.gov/doc/medical-education-core-competencies-for-the-prevention-and-management-of-prescription-drug-1/download
Intended for MA medical students (cross-institutional).
Competencies set clear baseline standards for prevention skills and knowledge in the areas of screening, evaluation, treatment planning, and supportive recovery.
Implementation aims to support future physicians over the course of medical education w/skills and foundational knowledge in the prevention of prescription drug misuse.
Domains (by prevention level):
  • 1.

    Primary: preventing prescription drug misuse; 1–3 focuses on the screening, evaluation, and prevention of substance misuse

  • 2.

    Secondary: treating patients at-risk for SUD; 4–6 focuses on engaging patients in safe, informed, and patient centered treatment planning

  • 3.

    Tertiary: managing SUD as a chronic disease; 7–10 focuses on eliminating stigma and building awareness of social determinants

Overlapping Themes: diagnostic criteria for pain and SUD, recognize risk factors of SUD and overdose, awareness of social determinants, treatment options, risks and benefits, incorporate relevant data into treatment planning, MI
Key Takeaways: apply chronic disease model, recognizing own/societal stigmatization and bias affecting SUD and treatment outcomes
  • Clinical knowledge

  • Communication strategies with patients

  • Use of evidence-informed data and tools

  • Patient demographics

  • Differences in prescribing practices

  • Attitudes and biases

Core Competencies for Pain Management and SUD - University of California Medical Schools (2020)
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8921611/
Intended for California (CA) medical students (cross-institutional).
Working group (six CA med schools) includes diverse specialty and disciplinary representation for subjects related to pain and SUD.
Competencies are included in the UC Clinical Performance Examination (CPX) administered to 4th-year medical students.
Competencies aim to educate CA medical students on safe and effective pain management, safe opioid prescribing, and identification and treatment of SUD.
Competencies are organized into three sections: two sections (pain and SUD) have four domains, one section (public health) has one domain.
Pain and SUD domains:
  • 1.

    Understanding the condition

  • 2.

    Assessment and measurement

  • 3.

    Treatment

  • 4.

    Context


Public health:
  • 1.

    Lessons learned from opioid epidemic

Overlapping Themes: biological/social/environmental influences on pain and SUD, diagnostic differentials, harm reduction, secondary prevention, recognizing the role of societal biases/stigma in pain and SUD outcomes, appropriate referrals, use of assessment tools, communication skills, integrated/multidisciplinary care
Key Takeaways: ability to differentiate substance use terminology, ability to recognize patient preferences
  • Clinical knowledge

  • Attitudes and biases

  • Communication with patients/families and care team members

  • Patient-provider relationship

  • Constraints in practice settings

  • Institutional guidelines

Statewide Curriculum for Pain and Addiction - Arizona Health Professional Programs (2018)
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7649998/
Intended for students of all health professional programs.
Working group comprised representatives from all 18 medical, osteopathic, physician assistant (PA), nurse practitioner (NP), dental, podiatry, and naturopathic programs in Arizona (AZ).
Proficiency level is assessed by a rubric.
Curriculum aims to redefine pain and addiction as multidimensional public health issue; competencies were designed to be relevant to all provider types.
Competencies are structured around 10 core components, each supported by evidence-based objectives.
Core components:
  • 1.

    Redefine pain and addiction (objectives 1–3)

  • 2.

    Apply evidence-based, whole person approach to pain and addiction (objectives 4–7)

  • 3.

    Integrate care with a systems perspective (objectives 8–10)

Overlapping Themes: current approaches, biological/social/environmental factors contributing to pain/addiction, treatment plans and prevention strategies, model destigmatizing language, ability to utilize a patient-centered, team-based care approach
Key Takeaways: acknowledge industry influence on opioid use disorder (OUD)/pain care
  • Clinical knowledge

  • Attitudes and biases

  • Use of evidence-informed tools and resources

  • Referral resources

  • Institutional guidelines

Interprofessional Consensus: Pain Management Core Competencies for Pre-licensure Clinical Education (2012)
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3752937/
Intended for all health professionals undergoing pre-licensure education programs in pain management.
Core competencies and supporting values were developed by an interprofessional expert group; contributing members represented medicine, dentistry, nursing, pharmacy, physical therapy, psychology, social work, acupuncture, and veterinary medicine.
Domains align with outline categories of International Association for the Study of Pain curricula.
Core competencies in pain management were developed as a basis for delivering comprehensive and high-quality pain care.
Core competencies for pain management categorized within four domains:
  • 1.

    Multidimensional nature of pain: What is pain?

  • 2.

    Pain assessment and measurement

  • 3.

    Management of pain: How is pain relieved?

  • 4.

    Clinical care: How does context influence pain management?


Core values integral and embedded within all domains and competencies:
Advocacy
Collaboration
Communication
Compassion
Comprehensive care
Cultural inclusiveness
Empathy
Ethical treatment
Evidence-based practice
Health disparities reduction
Interprofessional teamwork
Patient-centered care
Overlapping Themes: recognizes pain as complex/multidimensional, present pain theories, terminology for pain and associated conditions, proper use of screening/assessment tools, factors impacting assessment/treatment, effective communication, patient education, evidence-based treatment options, benefits/risks of available options, special populations, patient-centered care plan
Key Takeaways: social/environmental impact on pain management, impact of pain on society, shared decision making, differentiate substance use and pain terminology, self-management strategies, assessment/management across settings, interprofessional contributions
  • Clinical knowledge

  • Evidence-informed tools and resources

  • Patient demographics

  • Communication with patients

  • Patient/provider relationship

  • Interprofessional collaboration

Statewide Medical School Curriculum – Pennsylvania Physician General Task Force (2017)
https://pubmed.ncbi.nlm.nih.gov/28339890/
Intended for all Pennsylvania (PA) medical students (cross-institutional).
Task force conducted a literature review and survey of graduating medical students to then develop, review, and approve core competencies for education on opioids and addiction.
Competencies aim to improve student knowledge and attitudes in these subject areas to thus improve patient outcomes.
PA legislation passed in 2016 requires state boards for health professions create safe opioid prescribing curriculum.
Core competencies (nine domains):
  • 1.

    Core aspects of addiction

  • 2.

    Patient screening for SUD

  • 3.

    Specialty referral for evaluation/treatment of SUD

  • 4.

    Proper pain/SUD assessment

  • 5.

    Multimodal treatment options for acute pain

  • 6.

    Opioid use for acute pain (and alternatives)

  • 7.

    Opioid use for chronic non-cancer pain

  • 8.

    Risk assessment for opioids and treating chronic non-cancer pain; assessment of SUD/increased risk of aberrant drug-related behavior

  • 9.

    Patient education/monitoring, treatment initiation, and d/c opioids for chronic non-cancer pain.

Overlapping Themes: diagnostic criteria and differentials, SUD treatment and interfering factors, common co-occurring medical conditions/health issues with pain/SUD, conducting patient-focused history, physical exams, screening, specialist referrals, nonjudgmental communication
Key Takeaways: describing the importance of pain assessment and referral process with patient, “warm handoff” referral process, patient education
  • Referral for specialty evaluation and treatment

  • Use of evidence-informed tools and resources

  • Differences in prescribing practices

  • Patient-reported differences

  • Patient education

  • Provider-patient relationship

  • Communication with patients/families

American Society of Health-System Pharmacists (ASHP) - Strategies for Opioid Prescribing (2018)
https://academic.oup.com/ajhp/article-abstract/76/3/187/5301698#no-access-message
Intended for pharmacists in hospitals, health systems, and ambulatory care clinics.
Commission members were selected from pharmacy, medicine, nursing, public health, health care associations, regulatory agencies, and academia.
Strategies aim to optimize prescribing and monitoring of opioids while minimizing the risks of addiction and preventable harm associated with over-utilization of opioids.
Five domains:
  • 1.

    Role of leadership in managing the use of opioids

  • 2.

    Optimizing opioid prescribing practices

  • 3.

    Opioid management in transitions of care

  • 4.

    Education and training

  • 5.

    Use of technology and data

Overlapping Themes: knowledge of evidence-based, non-opioid and non-pharmacologic therapies, identifying and adopting available tools and resources for pain management, coordinating multidisciplinary care, community engagement, treating special populations, minimizing risks, proper use of data and technology (EHR and telehealth)
Key Takeaways: community engagement, treating special populations
  • Patient demographics

  • Use of evidence-informed tools and resources

  • Patient-reported differences

  • Interprofessional collaboration

  • Insurance coverage

  • Other gaps: patient access to specialty care, community engagement

American Association of Colleges of Pharmacy (AACP) - Pharmacy Education on SUD (2020)
https://www.ajpe.org/content/ajpe/84/11/8421.full.pdf
Intended for pharmacy students; applies to practicing pharmacists and pharmacy techs.
Guidelines comprise six educational outcomes (competencies) mapped into four content groups (domains); each domain focuses on a core topic on substance use pharmacy education.
Competencies aim to endorse continuing professional development for currently practicing pharmacists and pharmacy technicians to manage SUD.
Four content areas/domains:
  • I.

    Psychosocial aspects of substance use

  • II.

    Pharmacology and toxicology of substances of misuse

  • III.

    Screening, treatment, and stigma

  • IV.

    Legal and ethical issues


Six educational outcomes/competencies:
  • 1.

    Patient provider (I, II, III)

  • 2.

    Interprofessional team (I, III)

  • 3.

    Population health promoter (I, II, III, IV)

  • 4.

    Information master (I, II, III)

  • 5.

    Practice manager (III, IV)

  • 6.

    Self-developer (III, IV)

Overlapping Themes: interdisciplinary evidence-based practice, specialist referrals, interprofessional collaboration, identify individuals at-risk for SUD, patient education, use of non-stigmatizing language and communication, community engagement, ongoing professional development
Key Takeaways: policies and regulations related to treatment access, harm reduction approach, patient-centered goals, environmental influences, payment models, roles and responsibilities of different government agencies/organizations
  • Patient demographics

  • Patient communication

  • Providing referrals

  • Interprofessional collaboration

  • Litigation, legal/ethical issues

  • Differences in prescribing practices

  • Competing tasks and demands

  • Insurance coverage

  • Attitudes and biases

American Society of Clinical Oncology (ASCO) - Recommendations for Chronic Pain Management in Adult Cancer Survivors (2016)
https://asco-pubs.org/doi/full/10.1200/JCO.2016.68.5206
Intended for all health care practitioners providing care to cancer survivors.
Target population: any adult diagnosed with cancer and experiencing pain lasting over three months, irrespective of cause. Prevalence—40% of cancer survivors report chronic pain.
Competencies aim to provide evidence-based guidance on the optimum management of chronic pain in adult cancer survivors.
Key Recommendations:
  • 1.

    Screening and comprehensive assessment

  • 2.

    Treatment and care options

    • a.

      Non-pharmacologic interventions

    • b.

      Pharmacologic interventions

      • i.

        Miscellaneous analgesics

      • ii.

        Opioids

  • 3.

    Risk assessment, mitigation, and universal precautions with opioid use.


Guidelines advise clinicians to consider prescribing a trial of opioids in carefully selected cancer survivors with chronic pain who do not respond to more conservative management.
Overlapping Themes: patient screening, conducting a comprehensive and multidimensional pain assessment, physical exam, knowledge of multi-modal care plans, non-pharmacologic and pharmacologic (opioid/non-opioid) treatment options, diagnostic testing, individual risk factors, ability to engage patient/family throughout pain assessment and management, educate patients and families on benefits/risks of treatment, proper tapering and discontinuation of opioids, specialist referral
Key Takeaways: past pain treatments, roles and responsibilities within care team, address myths/misconceptions about medication use, ability to recognize patient’s literacy level and determine need for interpreters, laws/regulations for prescribing controlled substances, culturally-aware communication
  • Clinical knowledge

  • Provider-patient relationship

  • Interprofessional collaboration, interest, and trust

  • Differences in prescribing practices

  • Mandatory continuing education

  • Patient-reported differences

American Psychological Association (APA) - Core Competencies for Emerging Specialty of Pain Psychology (2018)
https://psycnet.apa.org/record/2018-37353-001
Intended for practicing and emerging pain psychologists.
Competencies were developed based on interdisciplinary foundational principals published by Fishman et al.
Competencies were created to address the gap in psychology and pain care and establish a curriculum for the emerging specialty of pain psychology. Competencies define what is expected of a practicing pain psychologist; learners are expected to have at least foundational competencies in identified domain rather than expertise.
Domains:
  • 1.

    Multidimensional nature of pain: What is pain?

  • 2.

    Pain assessment and measurement

  • 3.

    Management of pain: How is pain relieved?

  • 4.

    Clinical care: How does context influence pain management?

Overlapping Themes: recognizing pain as complex and multidimensional, knowledge of substance abuse, biopsychosocial model, individual/systemic factors affecting pain, social determinants of health, common medical/mental health issues associated with pain, ability to educate and communicate patient/family, evidence-based pain and risk assessments, MI skills, proper use of screening tools/resources, patient-centered approach, interprofessional care approach, pharmacological/non-pharmacological treatments and risks/benefits, recognition of stereotyping/bias affecting care, technology-based interventions (telehealth)
Key Takeaways: relevant and evolving pain theories, pain paradigms, behavioral health intersections with pain, mindfulness/coping skills training, pre/post-surgical evaluations, patient expectations and goals
  • Clinical knowledge

  • Attitudes and biases

  • Use of evidence-informed resources

  • Communication strategies

  • Education and training guidelines

  • Interprofessional collaboration

  • Litigation

  • Insurance coverage

University of California (UC) Davis Primary Care Pain Management Fellowship Program (2017)
https://journals.lww.com/academic-medicine/Full-text/2021/02000/UC_Davis_Train_the_Trainer_Pri-mary_Care_Pain.41.aspx
Intended for primary care fellows (licensed physicians, pharmacists, NPs, PAs).
Curriculum incorporates competency and hybrid-based educational models of in-person/distance-based learning and direct faculty-fellow mentoring to train PCPs in pain care and prepare them to train others.
Multidisciplinary mentoring team comprises health professionals from a variety of specialties to reflect the biopsychosocial nature of pain and management and need for interdisciplinary and interprofessional care.
Competencies aim to directly address the education gap among post-licensure providers and provide high-quality training to manage pain and SUDs.
Four domains:
  • 1.

    The multidimensional nature of pain

  • 2.

    Pain assessment and measurement

  • 3.

    Safe and effective management

  • 4.

    Pain and context


Competencies in each domain emphasizes:
  • 1.

    Recognizing and treating SUDs

  • 2.

    Promoting safe use of controlled substances

  • 3.

    Reducing reliance on opioid prescribing

  • 4.

    Developing communication skills to navigate difficult conversations with patients

Overlapping Themes: knowledge of biopsychosocial approach, recognizes pain as complex and multidimensional, individual factors impacting pain assessment and management, unique needs for special populations, current pain theories, opioid risk assessment, interprofessional care, diagnostic criteria for pain disorders and SUD, factors interfering with pain assessment/management, terminology for pain/SUD and commonly associated conditions, benefits and risks of treatment options, ability to provide patient-centered care
Key Takeaways: differentiation between different types of pain, teach-back method, ability to adjust plan of care as needed, roles and responsibilities within care team
  • Clinical practices and guidelines

  • Interprofessional collaboration

  • Evidence-informed tools and resources

  • Patient-provider relationship

  • Patient-reported differences

U.S. Food and Drug Administration’s (FDA’s) Opioid Analgesic Risk Evaluation and Mitigation Strategies (REMS) - Education Blueprint for Health Care Professionals (HCPs) (2018)
https://www.fda.gov/media/99496/download
Intended for prescribers, pharmacists, and nurses but relevant for all HCPs who participate in the treatment and monitoring of pain.
FDA released updated REMS on opioid prescribing to include all opioid analgesics (immediaterelease, extended-release, longacting) in the outpatient setting.
REMS on opioid prescribing focuses on acute and chronic pain management; blueprint was created to provide HCPs with a contextual framework for safe and effective opioid prescribing.
FDA posted education blueprint for continuing education (CE) providers to use as they develop CE materials and activities.
Section 1: Basics of pain management
I. The need for comprehensive pain education
II. Definitions and mechanisms of pain
III. Assessing patients in pain

Section 2: Creating the pain treatment plan
I. Components of an effective treatment plan
II. General principals of non-pharmacologic approaches
III. General principals of pharmacologic analgesic therapy
a. Non-opioid medications
b. Opioid analgesics
IV. Managing patients on opioid analgesics
a. Initiating treatment with opioids—acute pain
b. Initiating treatment with opioids—chronic pain
c. Ongoing management of patients on opioid analgesics
d. Long-term management
e. How to recognize/intervene upon suspicion/identification of OUD
f. When to consult with a pain specialist
g. Medically directed opioid tapering
h. Importance of patient education
V. Addition medicine primer
Overlapping Themes: fundamental concepts of pain and addiction, identify risk factors for OUD, identify/manage patients with OUD, pain assessments, physical exam, pharmacologic (opioid/non-opioid) and non-pharmacologic treatment options, patient-centered approach, counseling patients/families on safe opioid use, specialist referrals, evidence-based tools and scales (prescription drug monitoring program [PDMP]), psych/social evaluation, diagnostic studies, interprofessional care, roles and responsibilities within care team, special populations, destigmatizing language
Key Takeaways: initiating/titrating/discontinuing opioids, counseling patients/families harm reduction and safety strategies, state/federal regulations, medical specialty guidelines on pain/opioid prescribing, proper documentation, family planning (initial assessment), discussing patient goals and expectations
  • Differences in prescribing practices

  • Constraints in practice setting

  • Communication with other members of the care team

  • Attitudes and bias

  • Use of evidenceinformed tools and resources

  • Patient demographics

  • Patient-reported differences

  • Institutional guidelines

  • Provider-patient relationship

Vanderbilt University Medical Center (VUMC) - Guidelines for Teaching Proper Prescribing of Controlled Prescription Drugs (CPD) (2020)
https://medsites.vumc.org/cph/home
Intended for clinical teachers of VUMC; specifically instructors for student prescribers (physicians, dentists, advanced NP, PA).
Authors acknowledge misprescribing is the leading cause of CPD abuse and produces a range of serious consequences for patients, prescribers, and the community.
Many physicians are unaware of prescribing guidelines and how their prescribing impacts the CPD epidemic. 40% receive training on prescription drug abuse/addiction, 55% routinely recommend appropriate treatment for patients who abuse prescription drugs.
Guidelines were created to address the gap in pre-licensing education and safe prescribing practices, to educate physicians on prescribing guidelines and how misprescribing impacts the CPD epidemic, to prepare physicians to identify and manage drug-seeking patients, and to reduce the consequences of misprescribing.
Core teaching tips and objectives:
  • 1.

    How to avoid misprescribing

  • 2.

    U.S. Drug Enforcement Agency’s (DEA) Practitioner’s Manual

  • 3.

    Patient assessments and prescribing—apply Center for Professional Health Provider Decision Aid and Four-Step Systematic Approach

  • 4.

    Screening for substance misuse/abuse using screening, brief intervention, and referral to treatment (SBIRT)

  • 5.

    Motivational Interviewing (MI) skills

  • 6.

    Identifying SUD, iatrogenic addictions, and CPD misuse using available assessment tools

  • 7.

    Appropriate pain treatment

  • 8.

    Adjuvant treatments

  • 9.

    Five A’s on follow-up visits for chronic pain

  • 10.

    Registering and using state PDMP

  • 11.

    Interprofessional team approach

  • 12.

    SUD and resources for patients

  • 13.

    Early prevention, identification, intervention for patients at-risk for overdose

  • 14.

    Following new state prescribing laws and teaching consequences of misprescribing

  • 15.

    Provide informed consent and pregnancy prevention for women of childbearing potential

  • 16.

    How to manage conflict using effective communication techniques

Overlapping Themes: screening for substance misuse/abuse, MI skills, identify SUD, CPD misuse, knowledge and proper use of available clinical tools/resources, PDMP, assessment, treatment options for pain, interprofessional care, counseling patients on SUD, SUD resources for patients, risk factors for SUD and overdose, follow new state prescribing laws, effective communication
Key Takeaways: consequences of misprescribing, informed consent, special populations, conflict management
  • Communication strategies

  • Litigation

  • Patient demographics

  • Interprofessional collaboration

  • Differences in prescribing practices

  • Education and training guidelines

  • Patient-provider relationship

  • Use of evidence-informed tools and resources

  • Roles and responsibilities within the care team

Tennessee (TN) Department of Health - Guidelines for Chronic Pain (2019)
https://www.tn.gov/content/dam/tn/health/healthprofboards/painmanagement-clinic/ChronicPainGuidelines.pdf
Intended for clinicians and health professionals treating outpatient chronic pain.
TN Governor’s Commission on Pain and Addiction Medicine education comprises representatives from TN’s medical educational institutions.
Guidelines aim to help providers reduce problems associated with prescription opioids while maintaining access to compassionate care and appropriate medications for chronic pain patients.
Competencies set the minimum expectations for educating and training health professionals on pain management, SUD, and opioid prescribing.
Long-term goals of appropriate pain management are to improve symptoms, functionality, and overall quality of life while minimizing adverse effects, addiction, overdose deaths, and neonatal abstinence syndrome (NAS).
Guidelines helped develop the 12 core competencies for current and future curricula and are organized into three sections:
I. Prior to initiating opioid therapy for chronic nonmalignant pain
II. Initiating opioid therapy for chronic nonmalignant pain
III. Ongoing opioid therapy for chronic nonmalignant pain

12 core competencies:
  • 1.

    Epidemiology and population level

  • 2.

    Pain evaluation

  • 3.

    Pharmacologic and non-pharmacologic treatment of pain

  • 4.

    Practical aspects of prescribing and communication

  • 5.

    Conflict prevention and resolution

  • 6.

    Chronic pain plans

  • 7.

    Acute pain care for chronic pain patients

  • 8.

    Interoffice and interprofessional focus

  • 9.

    SUD risk evaluation

  • 10.

    Developing a treatment plan for SUD

  • 11.

    Management of overdose risk

  • 12.

    Professional and legal standards

Overlapping Themes: core knowledge of pain, screening/assessment/evaluation of pain, recognizing signs of SUD, communication strategies
Key Takeaways: conflict resolution, patient expectations and goals, how do opioids/benzodiazepines work, patient education, informed consent
  • Clinical practices and guidelines

  • Differences in prescribing practices

  • Communication strategies with patients

  • Patient-provider relationship

  • Institutional guidelines

  • Interprofessional collaboration

  • Professional and legal standards

  • Patient-reported differences

  • Patient demographics

  • Use of evidenceinformed tools and resources

  • Informed consent

  • Mandatory continuing education

Substance Abuse and Mental Health Services (SAMHSA) - Prevention Core Competencies
https://pttcnetwork.org/sites/default/files/2021-06/PEP20-03-08-001.pdf
Intended for current and rising professionals in mental health and substance use disorder prevention fields.
Competencies aim to provide professional direction in the preventative field and offer guidance for training programs and service delivery qualification. To accept new professional standards as an integral part of job descriptions, staff qualifications, and development of transferable skills.
KSAs (knowledge, skills, and abilities) are separated into two categories: Technical and Behavioral.
Technical KSA measures acquired knowledge and “hard” technical skills and enables the evaluation of these elements.
Behavioral KSA measures “soft” skills and includes the attitudes and approaches applicants take into work. Factors are more related to human characteristics and skills, such as attitude, work approach, and collaborative abilities.
Three-phase work plan:
  • I.

    Identify prevention domains and cross-cutting principals

  • II.

    Develop substance use prevention core competencies and definitions

  • III.

    Develop KSAs for each competency


Cross-cutting competencies:
  • 1.

    Interdisciplinary foundations (substance use and mental health)

  • 2.

    Role of multiple systems and systems thinking

  • 3.

    Family dynamics

  • 4.

    Ethical practice and professional responsibility

  • 5.

    Basic knowledge

  • 6.

    Communication


Interdisciplinary foundations:
  • 1.

    Understanding SUD and impact on individuals, interpersonal relationships, and communities

  • 2.

    Prevention of mental, emotional, and behavioral (MEB) disorders

  • 3.

    Mental health promotion

  • 4.

    Treatment and recovery

  • 5.

    Application to practice


Prevention interventions for SUD/MEB:
  • 1.

    Universal: targeted to individuals in general population who have not been identified on the basis of individual risk

  • 2.

    Selective: targeted to subgroup with higher than average probability of developing an SUD/MEB

  • 3.

    Indicated: targeted to high-risk individuals identified as having minimal but detectable signs/symptoms foreshadowing SUD/MEB

Overlapping Themes: core knowledge of SUD, communication strategies, navigating health care systems, intersections with mental/behavioral health, family-centered care, eliminating stigma
Key Takeaways: ethical practices, professional responsibilities and development, understanding the impact of SUD on individuals, interpersonal relationships, and communities
  • Clinical knowledge/best practices

  • Communication strategies with patients/families

  • Communication with care team members

  • Interprofessional collaboration

  • Patient/provider relationship

SAMHSA - Addiction Counseling Competencies in Professional Practice (2005)
https://store.samhsa.gov/sites/default/files/d7/priv/sma12-4171.pdf
Intended for all practitioners dealing with SUD and emphasized for professional substance abuse treatment counselors.
Competencies (updated from 2000) have been applied to curriculum/course evaluation and design for higher education, designing professional development and continued education programs, certification standards/exams across the United States and internationally.
Updated with feedback-based improvements of 2000 revised version and adds relevant literature published literature, several practice dimensions (particularly those addressing clinical evaluation and treatment planning) were rewritten to reflect current best practices.
KSAs define the knowledge, skills, and attitudes necessary for competency.
Section 1. Transdisciplinary foundations (KSAs needed by all disciplines) categorized by four discrete building blocks:
  • 1.

    Understanding addiction

  • 2.

    Treatment knowledge

  • 3.

    Application to practice

  • 4.

    Professional readiness


Section 2. Professional practice dimensions (KSAs needed for addiction counselors) categorized by eight competencies
  • 1.

    Counseling

  • 2.

    Professional and ethical responsibilities

  • 3.

    Service coordination

  • 4.

    Documentation

  • 5.

    Client, family, and community education

  • 6.

    Referral

  • 7.

    Clinical evaluation

  • 8.

    Treatment planning

Overlapping Themes: core knowledge of addiction, treatment options for addiction, recognizing contextual variables, symptoms of SUD and common co-occurring medical and mental health conditions, openness to information that may differ from personal views/attitudes
Key Takeaways: basic concepts of social, political, economic, and cultural systems and their impact, appreciating differences between and within cultures, willingness to work with people who display and/or have mental health conditions
  • Clinical knowledge/best practices

  • Attitudes and biases

  • Communication with patients/families

  • Providing referrals

  • Patient demographics

  • Patient/provider relationship

  • Use of evidence-informed tools and resources

  • Other gaps: documentation, accessing resources

Association for Multidisciplinary Education and Research in Substance Use and Addiction (AMERSA) - Specific Disciplines Addressing Substance Use (2018)
https://amersa.org/wp-content/uploads/AMERSA-Competencies-Final-31119.pdf
Intended for physicians, nurses, pharmacists, social workers, and physician assistants working in SUD treatment and prevention programs; applicable to most educational/professional levels.
Revision to 2002 strategic plan for interdisciplinary faculty development, provides updated evidence-based guidance to support health professionals in effectively assessing/treatment patients using alcohol and other drugs.
Provides HCPs with an overview of scientific literature, review of discipline-specific perspectives on SUD training, and summary of core KSAs needed in all health professional disciplines to effectively identify, intervene with, and refer patients with SUD. Competencies aim to provide a practical interprofessional guide for HCPs working with diverse populations across health care settings (community health centers [CHCs], federally qualified health centers [FQHCs], primary care practitioner [PCP] offices) with a focus on prevention, intervention, treatment, and recovery supports for persons affected by substance use. Competencies aim to help HCPs engage and patients in change-oriented, bi-directional conversation, help patients understand risks associated with using alcohol and drugs, provide evidence-based treatment, and encourage patients to accept referral to holistic, coordinated care for their substance use, mental health, and/or medical problems.
SUD core competencies (shared by two or more disciplines):
  • 1.

    Recognizing signs and symptoms

  • 2.

    Utilize evidence-based measures for screening and assessment

  • 3.

    Intervene with at-risk patients and reinforce healthy behaviors for low-risk patients

  • 4.

    Utilize established protocols for safe care

  • 5.

    Individualized, patient-centered care plan according to state/federal mandated scope of practice

  • 6.

    Identify and address legal/ethical issues impacting care

  • 7.

    Patient-centered language to mitigate stigma associated with substance use

  • 8.

    Identify referral sources and ensure linkage to treatment

  • 9.

    Promote use of statewide peer assistance programs/groups and alternative discipline programs


Comprehensive list of SUD core competencies per discipline appear at the conclusion of each discipline-specific chapter.

Four essential elements for care team:
  • 1.

    Leadership and organization commitment

  • 2.

    Team development

  • 3.

    Team process

  • 4.

    Team outcomes

Overlapping Themes: screening tools, risk assessment, MI skills, specialist referral, evidence-based pharmacological treatment options, specialist referral, recognize/reduce stigma associated with SUD, community support, recognizing SUD as a chronic medical disease, commonly associated medical/mental health issues, special populations, barriers to treatment, team-based care
Key Takeaways: behavioral interventions, patient confidentiality and rights, special populations, legal/ethical issues impacting care, strategies to address/prevent own negative biases
  • Clinical knowledge/best practices

  • Providing referrals

  • Patient demographics

  • Litigation

  • Insufficient time/resources

  • Referral resources

  • Institutional guidelines

  • Interprofessional collaboration

  • Other gaps: patient confidentiality and rights

National Center on Substance Abuse and Child Welfare (NCSACW) - Technical Assistance (TA) Tool/Guide for Professionals Referring to SUD Treatment (2018)
https://ncsacw.acf.hhs.gov/files/understandingtreatment-508.pdf
Intended for professionals referring patients to SUD treatment.
Office of the Assistant Secretary for Planning and Evaluation (ASPE) found that caseworkers, courts, and other providers misunderstand how SUD treatment works and lacks guidelines on how to incorporate service into child welfare practices.
Tool includes a list of questions child welfare/court staff can ask treatment providers to ensure that effective linkages are made.
TA tool was designed to provide professionals who refer parents to SUD treatment with fundamental understanding of SUD and treatment, so professionals can make informed referral decisions for services that meet the parent and family’s needs.
The ultimate goal of SUD treatment is recovery. SAMHSA created working definition of recovery that incorporates four major principals: health, home, purpose, and community.
The treatment process:
  • 1.

    Screening

  • 2.

    Comprehensive assessment

  • 3.

    Stabilization

  • 4.

    SUD treatment

  • 5.

    Continuing care and recovery support


Comprehensive assessment dimensions (to assess appropriate level of care):
  • 1.

    Acute intoxication and/or withdrawal potential

  • 2.

    Biomedical conditions and complications

  • 3.

    Emotional, behavioral, and cognitive conditions and complications

  • 4.

    Readiness to change

  • 5.

    Relapse, continued use, or continued problem potential

  • 6.

    Recovery/living environment

Overlapping Themes: evidence-based treatments and screening tools, identifying potential misuse/SUD, past/current treatment history, medical history, “whole-patient/patient-centered” approach, knowledge of stigma around MAT, barriers to recovery, community support, interprofessional collaboration, and culturally appropriate services
Key Takeaways: MAT, family-centered care, conflict resolution with families, gender-appropriate services
  • Providing referrals

  • Referral resources

  • Opportunities for interprofessional collaboration

  • Communication with patients and families

  • Patient/provider relationships

  • Other gaps: information sharing, supporting others in the care team

International Association for the Study of Pain (IASP) - Pain Curriculum for Social Workers (2018)
https://www.iasp-pain.org/education/curricula/iasp-curriculum-outline-for-pain-in-social-work/
Intended for social workers (entry-level, pre-licensure).
Fundamental concepts focus on complexity of pain, how pain is observed and assessed, collaborative approaches to treatment options, and applying competencies across the lifespan in the context of various settings, populations, and care-team models.
Curriculum aims to help social workers develop pain-specific knowledge to better assess and advocate for appropriate care, employ evidence-informed interventions that contribute to the team management of pain and related suffering, and to identify the need for referrals from pain specialists.
Curriculum:
  • I.

    Multidimensional nature of pain

  • II.

    Pain assessment and measurement

  • III.

    Management of pain

  • IV.

    Clinical conditions

Overlapping Themes: core knowledge of pain, screening and assessment, treatment options, team-based care, high-risk populations, the role of stigma and eliminating stigma, specialist referrals
Key Takeaways: pain management in the context of social work, ethically challenging situations, barriers to accessing treatment, special populations
  • Clinical knowledge/best practices

  • Patient-reported differences

  • Attitudes and biases

  • Communication with members of care team and patients

  • Access to resources

  • Insurance coverage

Board of Pharmacy Specialties (BPS) - Content Outline for Board Certified Psychiatric Pharmacist (BCPP) Credential (2017)
https://www.bpsweb.org/wp-content/uploads/PSYContentOutline2017.pdf
Intended for students specializing in psychiatric pharmacy (pre-certification).
Certification exam is organized by domain/sub-domain (major responsibility or duty), task (activity that elaborates on domain/sub-domain), and knowledge statement (essential to competent task performance).
Knowledge statements clarify the expectations for newly certified pharmacists and providing comprehensive medication management (CMM) to persons with psychiatric and related disorders.
Domains:
  • I.

    Patient-centered care (55% of exam)

  • II.

    Translation of evidence into practice and education (30% of exam)

  • III.

    Health care policy, advocacy, practice management (15% of exam)

Overlapping Themes: MI skills/principals, social/cultural factors affecting outcomes, therapeutic alliance, proper use of screening and scaling tools/resources, physical exam, individualized treatment and monitoring, shared decision making, pharmacologic/non-pharmacologic therapies, special populations, transitioning care
Key Takeaways: managing conflict, cost-effectiveness of treatments (pharmacoeconomic studies), models of care (mobile, telehealth, peer support), patient education, health literacy, regulatory and ethical issues related to researching patients, applying and generalizing research findings
  • Clinical knowledge

  • Patient/provider relationship

  • Patient-reported differences

  • Differences in prescribing practices

  • Litigation

  • Access to resources

  • Use of resources

  • Use of evidence-informed tools and resources

  • Institutional guidelines

  • Education/training guidelines

  • Interprofessional collaboration

  • Communication with care team members

  • Other gaps: barriers to treatment, patient privacy laws, patient education and effective procedures, health literacy

American College of Clinical Pharmacy (ACCP) - Patient Care Process for Delivering Comprehensive Medication Management (CMM) (2018)
https://www.accp.com/docs/positions/misc/CMM_Care_Process.pdf
Intended for patients, clinical pharmacists, primary and health care providers, payers, students, and educators.
Research-based framework was developed to address the misuse, underuse, and overuse of medications as an opportunity to meet cost/quality benchmarks and improve patient care. Authors used common language so patients, clinicians, payers, students, and educators could utilize this resource.
Key strategies for CMM aim to optimize medication use in patient-centered, team-based care settings (outpatient and ambulatory care) for patients with multiple chronic conditions.
Essential functions:
  • 1.

    Collect and analyze information

  • 2.

    Assess the information and formulate a medication therapy problem list

  • 3.

    Develop care plan

  • 4.

    Implement care plan

Overlapping Themes: patient-centered care, comprehensive review of patient history, social history, concurrent substance use, team-based care, factors influencing treatment access and medication adherence, proper use of data and technological tools/resources, discuss patient treatment goals, physical exam, identify monitoring parameters, understanding scope and responsibilities of care team members, interprofessional communication.
Key Takeaways: translating evidence into practice
  • Evidence-informed tools and resources

  • Insurance coverage

  • Mandatory continued education

  • Patient demographics

  • Patient-reported differences

  • Attitudes and biases

  • Patient/provider relationship

  • Access to resources

  • Other gaps: health literacy

APPENDIX B

Summary Matrix of Environmental Scan Results

Summary: Key Themes Included across Curriculum and Framework Examples
  • Competencies comprise the foundational knowledge, abilities, and skills necessary for safe and effective opioid prescribing, pain management, and prevention of SUD.

  • Competencies support an evidence-based, biopsychosocial, multidisciplinary approach to pain management and addiction care.

  • Competencies acknowledge the social determinants of health and their role in pain/addiction and treatment outcomes.

  • Competencies recognize pain and addiction as chronic diseases that require interprofessional team-based care.

  • Competencies emphasize the patient-provider alliance as a critical component of screening, assessment, treatment planning, and recovery management (a “patient-centered” approach).

  • Competencies encourage clinicians to acknowledge self/societal biases and reduce stigmas associated with pain and addiction diseases.

Summary: Common Gaps across Existing Framework Examples
  • Proper documentation

  • Health literacy, patient privacy, and consent

  • Discussing patient expectations and treatment goals and milestones

  • Measuring the relevant impact pain/SUD has on daily functioning, quality of life, and interpersonal relationships

  • Understanding intersections between pain, SUD, mental/behavioral health, and their mutual effect on therapeutic outcomes

  • Educating patients/families and communication strategies

  • Educating patients/families on long-term consequences from chronic opioid use, signs of accidental overdose, protocol for suspected overdose

  • Educating patients/families on proper storage and disposal of opioids, family/community risks of improper storage/exposure

  • Ability to differentiate and recognize varying degrees of pain and SUD

  • Ethical practice and mediation strategies

  • Aspects of professional development; lifelong learning and mandatory continuing education

  • Recognizing negative biases and attitudes

  • Knowledge of pain/SUD and impact on public health

  • Insurance coverage and financial barriers

  • Limited resources, data inoperability

  • Effective intervention and mediation strategies

  • Transitioning care

Funding Statement

The views expressed in this paper are those of the authors and not necessarily of the authors’ organizations, the National Academy of Medicine (NAM), or the National Academies of Sciences, Engineering, and Medicine (the National Academies). The paper is intended to help inform and stimulate discussion. It is not a report of the NAM or the National Academies.

Footnotes

Conflict-of-Interest Disclosures: Eric Holmboe discloses receiving royalties for a textbook from Elsevier Publishing.

Contributor Information

Eric Holmboe, Accreditation Council for Graduate Medical Education.

Steve Singer, Accreditation Council for Continuing Medical Education.

Kathy Chappell, American Nurses Credentialing Center.

Kimia Assadi, Naional Academy of Medicine.

Aisha Salman, National Academy of Medicine and the Health Professional Education and Training Working Group of the National Academy of Medicine’s Action Collaborative on Countering the U.S. Opioid Epidemic.

References


Articles from NAM Perspectives are provided here courtesy of National Academy of Medicine

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