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| # | User Types | Who? |
|---|---|---|
| 1 | Doctor | a person being managed with a career performance issue. A trainee must have an Intrepid record in order to create a CPPS case for that trainee. A Doctor may have access to the case but cannot 'create' or 'edit'. A Doctor can only be subject to 1 case at a time. |
| 2 | Case Manager | manages the case. Could be a Programme Director, Department admin, Consultant, Tutor, Educational Supervisor etc. |
| 3 | Case Worker | A person nominated to work on a case. Roles are likely to be from the same as the manager. |
| 4 | Department Manager | A person with overseer rights for all cases within a dept. Usually a Dean, Director, Business Manager etc |
| 5 | Department Administrator | A person who administers cases within a dept. Can be more than one and can interact with cases. Approves referrals and allocates the Case manager to each case. |
| 6 | Administrator | A person who has overall control of the system. Manages the reference tables, the interaction with the other Intrepid products etc. |
| There is no requirement for the system to be used in this way. All functions could be carried out by the same user. |
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PSU Discovery Session @ HEE Wessex - Tonia Bunce / Jane Hazelgrove
Trigger - Trainee's Supervisor
- Referral Form that can be completed online by Trainer (Trainee Supervisor) to Refer Trainees
- Notification - Case Manager automatically notified when Trainer has submitted Referral form
Trainee Can Self-Refer
- Trainer informed a Trainer has self-referred
- Permission to Self-refer by an Administrator
Trainee and Trainer cannot read Trainee's PSU File - Liaise with Case Manager for any correspondence
Forms For (Referrals and CPPS):
- Some sections on the Forms are no longer relevant
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Reporting
- Standard Reports
Quality and Governance End Year Report (3).docx
Current Reporting Mini Minimum Data Sets Headings use to collate a lot of the Reporting data:
PSU number | OOP | Gender | Engaging/Not with PSU | CPPS no | Email address | GMC number | Feedback requested | Date of closure | Trust |
Grade at referral | Current grade | Specialty at referral | Specialty if changed | Case manager | Date received | * Reasons for referral | Notes | ARCP outcome | ARCP date |
Educational supervisor | Referrer | Referrer email address | Referrer 3 months feedback sent | Referrer closed case feedback sent | Referral /agreement date | Medical school of origin | Country of medical training | Age at referral | Ethnicity |
Sexual orientation | Religion | Disability | Marital status | Months open | Close case outcome (form f) |
- *Reasons for referral (9 sub columns for: Health (mental/physical/both); capability; conduct; coaching; communication; career; exam; dyslexia; other)
- Report Schedules
Case Management Record Archive
- Determine and agree on length of time Trainee Record can be kept for
Referral Comms
- Notify Case Manager Admin if a Case has been closed
Change Forms
- Automate ARCP details for Wessex Trainees from TIS to PSU report - Currently done Manually
Permissions
- An interface to control permission E.g: Change Case Manager Read/Write Access
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