From basic cycle to clinic: linking mechanism and symptom

Cogwheel on a large crane claw

In the clinical cycle, it is common to hear that the coagulation cascade and the Krebs cycle were left behind and were not missed. It is equally common to hear, from those already in the clerkship or residency, that understanding physiology well is what helps most when facing a difficult patient. Both impressions have a piece of truth, and the difference between them lies in how the basics were learned: loose, or linked to the sign they explain.

NEXO is a daily medical diagnosis game: one clinical case a day, six progressive clues, and ICD-10 proximity feedback across five levels.

This text deals with that link, what research in medical education calls basic-clinical integration: why to integrate, what the experiments show, examples of mechanism that becomes a sign and how to use clinical cases as a bridge. How to study each subject of the basic cycle is in how to study Physiology, Biochemistry and Histology, and the role of biomedical knowledge in reasoning, in clinical reasoning.

Main points

  • Integrating is not putting the basic and the clinical side by side on the calendar; it is linking the two through cause and effect relations.
  • In the experiments, explaining the mechanism of the signs yielded more stable diagnoses after one week than learning only the clinical features.
  • Putting the basic content near the clinical content, without explaining the link, did not guarantee integration.
  • Those who learned with the mechanism learned better related new content, which the authors call preparation for future learning.
  • Common signs, such as jaundice, edema, ketoacidosis breathing and joint bleeding, become easier to remember when you know where they come from.
  • Clinical cases give context to the basics; the gain comes from stopping at each finding and asking where it comes from.

Summary

Why to integrate

The idea of integrating the basic cycle and the clinical one is old and is still under discussion. Understanding what it means helps you use integration in your own study, even when the curriculum does not do it for you.

Integration in the curriculum and in the mind

An AMEE guide on integrated curriculum shows that the term is used for very different things, from bringing content together in a single class to organizing the entire course in an integrated way (Brauer and Ferguson, 2015). A critical review of 30 years of literature concluded that many integration strategies at the program and subject level are well described, but little evaluated (Kulasegaram et al., 2013).

The same review found, in experimental studies and in interventions in teaching sessions, a clearer sign: integration happens when teaching links the basic and the clinical in a cause relation (Kulasegaram et al., 2013). The authors propose understanding integration as a cognitive activity that happens inside the learner (Kulasegaram et al., 2013).

For the student, this is the good news. If integration happens in the mind of the learner, you do not depend only on the curriculum: you can make the link in your own study.

A broader view of the basics

A review on the evolution of integration since the 1988 Edinburgh Declaration describes a shift in view: integration came to be understood both as a cognitive activity and as a structure of the curriculum (Bandiera et al., 2018). The authors also advocate a broader definition of basic science, which includes the social and behavioral sciences alongside the biomedical ones (Bandiera et al., 2018).

And forgetting?

Part of the basics is lost over time, but less than is usually said; the numbers are in the text on how to study the basic cycle. The point for this text is another: what is learned linked to the clinical has more reason to return to memory, because it is used again with each patient.

Stone arch bridge over a river of fast-moving water, surrounded by green vegetation.
Integration is the bridge between what is learned in the basics and what is seen in the clinical. Credit: Ximonic (Simo Räsänen), CC BY-SA 3.0 (license), via Wikimedia Commons (file page).

What the experiments show

A series of experiments, almost all from the same research group, directly tested what happens when the mechanism is taught together with the signs. The studies are small and short term, but the results point in the same direction.

The effect appears after one week

In an experiment with medical students, one group learned four neurological or rheumatological diseases with basic science explanations for the symptoms, and the other, with epidemiological information (Woods et al., 2006). On the immediate test, both groups got 70% of the cases right (Woods et al., 2006). A week later, the epidemiology group dropped to 51%, and the basic science group, only to 62% (Woods et al., 2006).

An earlier study by the same group, with a similar result, and the review on the role of biomedical knowledge are summarized in the texts about the basic cycle and about clinical reasoning.

Proximity is not enough

An experiment compared four ways of presenting the content: causal explanations linking the basic to the clinical features, basic before clinical, clinical before basic, and only the list of clinical features (Kulasegaram et al., 2015). With 94 participants, the groups performed similarly on the immediate test, but the causal explanations group had the smallest drop a week later, and the clinical before basic and the list groups had the largest (Kulasegaram et al., 2015).

The authors conclude that putting the basic near the clinical may not guarantee integration, and that making the links explicit and specific is what likely brings the benefit (Kulasegaram et al., 2015). In practical terms: having the Physiology class in the same week as the Clinical class is not the same as understanding why one explains the other.

It also applies to images

In an experiment with 51 Dentistry students, those who learned four similar bone changes with basic science explanations integrated into the radiographic features had more diagnostic accuracy than those who learned the two things separately (Baghdady et al., 2013). The advantage appeared both on the immediate test and a week later (Baghdady et al., 2013). Recognizing an image pattern also becomes easier when you know why it has that shape.

Preparing to learn what comes next

An experiment with 51 students before the internship tested another question: do those who learn with the mechanism learn the new content that comes later better? (Mylopoulos and Woods, 2014) On the initial test, the groups were similar, with 0.65 in the basic science group and 0.62 in the clinical teaching group (Mylopoulos and Woods, 2014).

Then, everyone learned four new diseases in the clinical way, and the group that had learned with basic science did better on the cases of these new diseases: 0.72 versus 0.63, with an effect size d of 0.62 (Mylopoulos and Woods, 2014). The authors call this preparation for future learning, a part of so-called adaptive expertise (Mylopoulos and Woods, 2014).

Beyond the biomedical sciences

In a study with 33 first-year students, teaching with expanded basic sciences, including behavioral and social ones, also improved performance on a future learning test about patients with physical and mental conditions at the same time (Chaudhary et al., 2019). The initial diagnosis was similar between the groups (Chaudhary et al., 2019).

What these studies do not say

They are short experiments, with few diseases and one-week follow-up. They show a consistent learning mechanism, but they do not measure the effect of an entire curriculum or performance years later. The authors themselves recall that cause-and-effect explanations may not be possible in all areas (Kulasegaram et al., 2015). It is worth reading them as a guide on how to study, and not as a promise of grades. Medical education researchers who want to study integration with cases in clues can learn about NEXO Researcher.

Mechanism that becomes a sign

The examples below show, in four common signs, how the mechanism explains what is seen in the patient.

Structural formula of heme b, with four pyrrole rings around a central iron atom.
Heme, from hemoglobin, is the origin of bilirubin: an example of Biochemistry that becomes a sign. Credit: Yikrazuul, public domain, via Wikimedia Commons (file page).

Jaundice: from hemoglobin to yellow skin

Bilirubin is a metabolite of heme, and about 80% of it comes from the degradation of hemoglobin from aged red blood cells (StatPearls, Physiology, Bilirubin). In cholestasis, bile flow decreases or stops, and bile components, such as bilirubin, accumulate in the blood (StatPearls, Cholestatic Jaundice). Retention of bilirubin in hepatocytes, canaliculi or bile ducts manifests clinically as jaundice (StatPearls, Cholestatic Jaundice).

The chain is entirely from the basics: Heme Biochemistry, Bile Physiology, Liver Histology. The sign on the skin and sclera, described in the newborn as skin, sclera and mucous membranes yellowed by deposited bilirubin (StatPearls, Neonatal Jaundice), is just the tip.

Edema: pressures that fall out of balance

The balance of fluids between vessels and interstitium follows Starling's law: hydrostatic pressure pushes fluid out of the capillaries, and oncotic pressure, maintained mainly by albumin, pulls it back (StatPearls, Peripheral Edema). When capillary filtration increases or lymphatic drainage fails, fluid accumulates and edema appears (StatPearls, Peripheral Edema).

The same chapter notes that generalized edema usually only becomes apparent when interstitial volume increases by 2.5 to 3 liters (StatPearls, Peripheral Edema). Knowing the mechanism helps you ask the right thing when facing a patient with edema: is it hydrostatic pressure, oncotic pressure, permeability or lymph?

Diabetic ketoacidosis: the missing hormone

In diabetic ketoacidosis, circulating insulin falls, relatively or absolutely, while counterregulatory hormones rise (StatPearls, Pediatric Diabetic Ketoacidosis). This imbalance amplifies normal metabolic processes and leads to hyperglycemia, hyperosmolality, ketosis and acidosis (StatPearls, Pediatric Diabetic Ketoacidosis).

It is the Biochemistry of fasting taken to the extreme. Anyone who studied the hormonal regulation of metabolism in the basic cycle recognizes each laboratory finding as the consequence of a pathway turned on or off.

Hemophilia A: the cascade that fails

In hemophilia A, deficiency or dysfunction of factor VIII impairs the intrinsic pathway of coagulation, with insufficient thrombin generation and an unstable clot (StatPearls, Hemophilia A). In severe cases, spontaneous joint bleeding and deep muscle hematomas are common (StatPearls, Hemophilia A). X-linked inheritance explains why the disease affects mostly men (StatPearls, Hemophilia A).

It is the same content from the coagulation cascade that seems distant in the basic cycle. Seen from the sign, it stops being a list of factors and becomes the explanation of a bleeding episode.

A complete chain, step by step

To see the integration at work, it is worth building the chain of a sign from start to finish. In jaundice from cholestasis, for example:

  1. Origin: most bilirubin comes from the hemoglobin of aged red blood cells (StatPearls, Physiology, Bilirubin).
  2. Processing: bilirubin travels with bile, which leaves the hepatocytes through the canaliculi and bile ducts to the duodenum (StatPearls, Cholestatic Jaundice).
  3. Failure: in cholestasis, bile flow falls or stops, due to hepatocyte failure or obstruction at any point along the way (StatPearls, Cholestatic Jaundice).
  4. Accumulation: bile components, such as bilirubin and bile acids, are retained in the blood (StatPearls, Cholestatic Jaundice).
  5. Sign: the skin and sclera turn yellow.
  6. Test: in blood Biochemistry, cholestasis is marked mainly by raised alkaline phosphatase (StatPearls, Cholestatic Jaundice).

Each step draws on a different basic discipline, and the last one already points to the test you would order. If the chain gets stuck at some point, that is where the gap is.

The four examples side by side

Sign Basic disciplines Core mechanism
Jaundice Biochemistry, Physiology, Histology Heme bilirubin retained in the blood (StatPearls, Cholestatic Jaundice)
Edema Physiology Imbalance between hydrostatic and oncotic pressures (StatPearls, Peripheral Edema)
Findings of ketoacidosis Biochemistry, Physiology Low insulin and high counterregulatory hormones (StatPearls, Pediatric Diabetic Ketoacidosis)
Joint bleeding Biochemistry, Physiology Lack of factor VIII in the intrinsic pathway (StatPearls, Hemophilia A)

The "basic disciplines" column is editorial guidance; the core mechanism summarizes the cited sources.

How to build your own examples

The four examples above are just a start. To build your own, as editorial guidance:

  • Start from a frequent sign in Semiology classes or in the outpatient clinic, not from a rare disease.
  • Find the source: a textbook chapter or a StatPearls entry that explains the pathophysiology, not a summary without references.
  • Write the chain in your own words, in a few steps, from the basic science to the sign and to the exam.
  • Check with the professor or the preceptor whether the chain makes sense; a misunderstood mechanism also sticks.
  • Review the chain when the same sign appears in another disease; that is where the differences show up.

The experiments suggest that the link needs to be explicit and causal (Kulasegaram et al., 2015). The steps below are editorial guidance to turn that into a habit.

From the sign backwards

The most common study path goes from the mechanism to the sign. The reverse also trains you: start from a common sign, such as fever, dyspnea, pallor or edema, and ask which mechanisms can produce it. For each mechanism, look in the basic sciences for the piece that explains it. This exercise shows how much of the basic cycle comes back in clinical practice, and from where.

Questions that force the cause

Some questions force you to make the causal link:

  1. Why does this sign appear? Which structure or process failed?
  2. Why in this disease and not in the neighboring one? What changes in the mechanism?
  3. What else would this mechanism produce? Which other signs should I look for?
  4. What would the exam show? Which lab or imaging finding reflects the mechanism?
  5. What does the treatment do? At what point in the chain does it act?

Editorial guidance.

Comparing similar diseases

The link pays off more when it helps separate diseases that look alike on the surface; the experiment on self-explanation of pathophysiology, summarized in the text about the basic cycle, suggests exactly that. Choose pairs of diseases with similar signs and write, side by side, where the mechanism diverges. The difference in the mechanism usually points to the finding that separates the two.

Using the behavioral sciences too

Integration does not have to stop at the biomedical sciences (Bandiera et al., 2018). Why does a patient not use insulin as instructed? Why did they take so long to seek care? These questions also have mechanisms, and they help you understand the disease as it actually appears in the office.

Brass gears of an old clock mechanism, seen up close, with interlocking teeth.
Understanding how the pieces fit together is what allows you to predict what happens when one of them fails. Credit: Dietmar Rabich, CC BY-SA 4.0 (license), via Wikimedia Commons (file page).

Studying integration with the class

Integration pays off in a group because each person gets stuck at a different point in the chain. A simple format, as editorial guidance: one person chooses a sign, and each colleague adds a step of the mechanism, from the basic science to the exam. When no one can complete a step, the group discovers together what needs reviewing. The same works in reverse: someone chooses a basic science topic, and the group lists the signs it explains.

When the mechanism is not enough

Not every sign has a simple mechanism, and not every area lends itself to cause-and-effect explanations, as the authors of the experiments themselves acknowledge (Kulasegaram et al., 2015). In these cases, integration can come from another type of link: a comparison between diseases, a frequency finding, a social context. What matters is that the link is explicit, not just proximity on the calendar.

From the exam to the mechanism

Laboratory tests are a direct bridge between the basic sciences and clinical practice, because each one measures a product of some pathway or function. When you see an altered test in a case, ask what process it reflects and what would have to fail to change it. In cholestasis, for example, the elevation of alkaline phosphatase is the biochemical marker described (StatPearls, Cholestatic Jaundice).

Common mistakes in integration

  • Confusing proximity with integration: studying the basic and clinical sciences in the same week is not enough if the link is not explained (Kulasegaram et al., 2015).
  • Memorizing the list of signs: without the mechanism, the list tends to fade faster over time, as in the one-week experiment (Woods et al., 2006).
  • Going too deep into detail: not every step of a pathway explains a sign; focus on the ones that do.
  • Leaving the basics behind in the clinical cycle: when a sign does not make sense, going back to the mechanism usually solves it.

Clinical cases as a bridge

Clinical cases are the most direct way to put the basics into context. In case-based learning, the basic, social and clinical sciences are studied in relation to the case and integrated into the clinical presentations (Thistlethwaite et al., 2012).

What the evidence says about cases

What the main systematic review found about the effect of cases on learning is in the text about case-based learning in clinical practice, and we will not repeat it here. For integration, the experiments in the previous section suggest what to do with the case: use each finding as a trigger for the causal question (Kulasegaram et al., 2015). The case alone gives context; the case with the explanation of the mechanism gives integration.

The case as a question, not as an answer

A clinical case can be read in two ways. In the first, you look for the diagnosis and move on to the next one. In the second, you stop at each finding and ask where it comes from. The second way is slower, but it is what brings the basics back. A good rule, as editorial guidance: in each case, choose at least one finding and explain its mechanism in writing.

Short cases in the basic cycle

Short cases fit into the basic cycle without requiring advanced clinical knowledge. It is enough that the findings can be explained by what you are studying: a case with jaundice during the study of heme, a case with edema during the study of capillary pressures. Editorial guidance.

Clinical cases as a bridge in NEXO

The NEXO resources for bringing the basics to the case are described in the text about the basic cycle. Here, the focus is on using the game as an integration exercise. Each case arrives with up to six clues: before each guess, say which mechanism explains the new clue and what it would lead you to expect next. When the next clue confirms the prediction, the mechanism was right; when it surprises you, it is worth going back to the basics.

The ICD-10 proximity in five levels helps you read your own reasoning: a guess in the right group but the wrong disease usually indicates that the general mechanism was right and the detail that separates neighboring diseases was missing. In the Daily mode, the case of the day is the same for everyone, and the conversation with the class can be about the mechanism of each clue, and not only about the diagnosis. When creating the Anki card with the NEXO button, keep on the back the mechanism that explained the decisive clue. To understand the limits of each mode, see the NEXO economy page. If you coordinate a medical school or league and want to use cases like this in teaching, check out NEXO Closer; doctors who want to review cases can check out NEXO Curator, and those who produce medical content, NEXO Creators.

Integration at each stage of the course

Integration changes form as you advance. The script below is editorial guidance.

Stage Focus of integration Exercise
Basic cycle From mechanism to sign For each topic, a sign that it explains
Clinical cycle From sign to mechanism For each new sign, the possible mechanisms
Internship From mechanism to management At what point in the chain the treatment acts

Editorial guidance.

In the basic cycle

The goal is that no topic is left without an associated sign. When finishing a class, write down a sign or exam that the content explains. If you do not know, ask the professor: it is usually the question that helps the most.

In the clinical cycle

Now the path is reversed, and the volume of new diseases grows with each rotation. Faced with each new sign in classes and in the outpatient clinic, go back to the mechanism. The experiments on preparation for future learning suggest that this background of mechanisms helps you learn the new diseases that arrive each week (Mylopoulos and Woods, 2014).

In the internship

In the internship, integration reaches management. Why does this diuretic help in this edema? Why does insulin correct the acidosis? Knowing at what point in the chain the treatment acts makes prescribing less of a list and more of a reasoning. Editorial guidance; treatment decisions are always the responsibility of the attending physician.

In exam review

Integration also helps with review. Exam questions often present a clinical picture and ask for the mechanism, or the other way around. Reviewing through the chains, from mechanism to sign and from sign to mechanism, trains both directions at once. A chain notebook, built up over the course, becomes ready-made review material. Editorial guidance.

Frequently asked questions

What is basic-clinical integration?

It is linking knowledge from the basic sciences, such as Physiology and Biochemistry, to the signs, symptoms and exams of clinical practice. A critical review concluded that integration works when it links the two through causal relations (Kulasegaram et al., 2013).

Why do the basic years matter in clinical practice?

Because the mechanism helps you remember and reconstruct the relationship between signs and diseases. In an experiment, those who learned with the mechanism kept more correct answers a week later, 62% against 51% (Woods et al., 2006).

Does studying basic and clinical at the same time already count as integration?

Integration requires more than proximity on the calendar. In an experiment, putting the two contents close together did not guarantee integration; causal explanations were the ones with the smallest loss after a week (Kulasegaram et al., 2015).

Does integration help you learn new diseases?

The experiments suggest it does. Those who learned with the mechanism were better at learning four new diseases, with 0.72 against 0.63 in the cases of those diseases (Mylopoulos and Woods, 2014). The authors call this preparation for future learning.

Does integration apply only to the biomedical sciences?

It also applies to other areas. A review argues for including the social and behavioral sciences in the definition of basic science (Bandiera et al., 2018). In a study with 33 students, teaching with these expanded sciences improved future learning about patients with physical and mental conditions (Chaudhary et al., 2019).

For each topic, write down one sign it explains; for each sign, the possible mechanisms. Use short clinical cases, stop at each finding to ask where it comes from and build the chain up to the exam you would order.

Do clinical cases help integrate the basic sciences?

They help put the basic sciences in context: in case-based learning, the basic, social and clinical sciences are studied in relation to the case (Thistlethwaite et al., 2012). The experiments on integration suggest that the gain comes from using each finding of the case to explain the mechanism (Kulasegaram et al., 2015).

How does NEXO help with integration?

Each case arrives in up to six clues, and each clue is a finding to explain before the guess. The proximity in ICD-10 shows whether the mechanism led to the right group of diseases, and the Daily case, the same for everyone, lets you discuss with the class the mechanism of each clue.

Integration checklist

  1. Does each basic science topic have at least one associated sign?
  2. Does each new sign have the possible mechanisms written down?
  3. Is the link causal, and not just a matter of calendar?
  4. Do you compare similar diseases by mechanism?
  5. Do you read cases stopping at the findings, and not just at the diagnosis?
  6. Does the mechanism also explain the exam you would order?
  7. In the clerkship, do you know at what point in the chain the treatment acts?
  8. Do the behavioral sciences come in when they help understand the patient?
  9. Do you discuss mechanisms with the class, and not just answers?
  10. Do you go back to the basics when a sign makes no sense?

Want to practice today? Play the case of the day on NEXO.

References

  1. Brauer DG, Ferguson KJ. The integrated curriculum in medical education: AMEE Guide No. 96. Med Teach. 2015. https://pubmed.ncbi.nlm.nih.gov/25319403/
  2. Kulasegaram KM, Martimianakis MA, Mylopoulos M, et al. Cognition before curriculum: rethinking the integration of basic science and clinical learning. Acad Med. 2013. https://pubmed.ncbi.nlm.nih.gov/23969375/
  3. Bandiera G, Kuper A, Mylopoulos M, et al. Back from basics: integration of science and practice in medical education. Med Educ. 2018. https://pubmed.ncbi.nlm.nih.gov/28994457/
  4. Woods NN, Neville AJ, Levinson AJ, et al. The value of basic science in clinical diagnosis. Acad Med. 2006. https://pubmed.ncbi.nlm.nih.gov/17001122/
  5. Kulasegaram K, Manzone JC, Ku C, et al. Cause and Effect: Testing a Mechanism and Method for the Cognitive Integration of Basic Science. Acad Med. 2015. https://pubmed.ncbi.nlm.nih.gov/26505104/
  6. Baghdady MT, Carnahan H, Lam EW, Woods NN. Integration of basic sciences and clinical sciences in oral radiology education for dental students. J Dent Educ. 2013. https://pubmed.ncbi.nlm.nih.gov/23740912/
  7. Mylopoulos M, Woods N. Preparing medical students for future learning using basic science instruction. Med Educ. 2014. https://pubmed.ncbi.nlm.nih.gov/24909528/
  8. Chaudhary ZK, Mylopoulos M, Barnett R, et al. Reconsidering Basic: Integrating Social and Behavioral Sciences to Support Learning. Acad Med. 2019. https://pubmed.ncbi.nlm.nih.gov/31365405/
  9. StatPearls. Physiology, Bilirubin. StatPearls Publishing. https://pubmed.ncbi.nlm.nih.gov/29261920/
  10. StatPearls. Cholestatic Jaundice. StatPearls Publishing. https://pubmed.ncbi.nlm.nih.gov/29489239/
  11. StatPearls. Neonatal Jaundice. StatPearls Publishing. https://pubmed.ncbi.nlm.nih.gov/30422525/
  12. StatPearls. Peripheral Edema. StatPearls Publishing. https://pubmed.ncbi.nlm.nih.gov/32119339/
  13. StatPearls. Pediatric Diabetic Ketoacidosis. StatPearls Publishing. https://pubmed.ncbi.nlm.nih.gov/29262031/
  14. StatPearls. Hemophilia A. StatPearls Publishing. https://pubmed.ncbi.nlm.nih.gov/29261993/
  15. Thistlethwaite JE, Davies D, Ekeocha S, et al. The effectiveness of case-based learning in health professional education. A BEME systematic review: BEME Guide No. 23. Med Teach. 2012. https://pubmed.ncbi.nlm.nih.gov/22578051/

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