SOAP^E in action: Pioneering a path to equity through a novel teaching approach

What was the educational challenge? Inequities in healthcare workforce composition lend to diversity, equity and inclusion (DEI) related conflicts. These teachable moments provide opportunities to address inequitable patient care and improve the learning climate but frequently go unacknowledged due to a myriad of reasons. What was the solution? The Subjective, Objective, Assessment, Plan, for Equity (SOAP^E) framework, adapted from the traditional SOAP clinical documentation tool, is a cognitive guide to augment learning from DEI teachable moments (DEITM). SOAP^E facilitates recognition of opportunities, examination of emotions and behaviors, and fosters mutual understanding between teacher and learner. We aimed to provide a practical real-time framework for application of theoretical DEI principles with minimal resources. How was the solution implemented? Through pilot workshops, participants engaged in reflective exercises with illustrative video, didactic content, and small group work to apply SOAP^E. Participants were challenged to recognize and address DEITM impacting marginalized individuals. Workshops culminated in a large group discussion of vignette approaches. What lessons were learned that are relevant to a wider global audience? Workshop evaluations emphasized small group settings allowed participants to engage in vulnerable conversations enhanced by facilitator guidance to organize reflections and develop plans. Participants expressed a desire to apply the tool in their clinical settings. Facilitators learned the importance of navigating with intentionality to ensure safety of all voices. What are the next steps? Next steps include measuring the effectiveness of SOAP^E in the clinical teaching setting and further exploring impact on marginalized trainees and faculty.