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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 Referral form has been submitted Referral formfor a Trainee
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
Form A
Form A (Referral Form) (Updated).doc
Form B
Form B (Supervisor Assessment Form).doc
Form C
Form C (Case Manager Assessment Form).docx
Form D
Form D (Funding Request Form).docx
Form E
Form F
Reporting
- Standard Reports
Quality and Governance End Year Report (3).docx
Data Sets (Headings) use to collate 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)
Reporting Data That can be currently collated from TIS:
| DATA SETS | SECTION TO FIND DATA IN TIS | NOTES |
|---|---|---|
| Grade at referral | Placement - Grade | Current Placement Grade |
| Educational supervisor | Placement - Supervisors | Detailed View of Placements |
| Sexual orientation | Sensitive Data - Diversity - Sexual Orientation | Detailed view of a Person Record |
| OOP (Out of Programme) | Placement - Current - Placement Type | 4 Types - OOPC; OOPE; OOPR and OOPT |
| Current grade | Placement - Current - Grade | Current Placement Grade |
| Referrer | Do we need a different role for a 'Referrer'? | |
| Religion | Sensitive Data - Religious Belief | Detailed view of a Person Record |
| Gender | Sensitive Data - Diversity - Gender | Detailed view of a Person Record |
| Specialty at referral | Placements - Current Placement - Specialty | Detailed view of a Person Record |
| Referrer email address | Personal Details | Detailed view of a Person Record |
| Disability | Sensitive Data | Detailed view of a Person Record |
| Specialty if changed | Placements - Current Placement - Specialty | Detailed view of a Person Record |
| Referrer 3 months feedback sent | Sensitive Data | Detailed view of a Person Record |
| Marital status | Sensitive Data - Diversity - Marital Status | Detailed view of a Person Record |
| Email address | Personal Details - Email Address | Detailed view of a Person Record |
| GMC Number | Personal Details - GMC / GDC Details | Detailed view of a Person Record |
| Medical school of origin | Qualifications - Medical School | |
| Country of medical training | Qualifications - Country of Qualification | |
| ARCP outcome | Assessments - Outcome | |
| Age at referral | Not currently available but can be added as a Field | |
| Trust | Posts - Employing Body or Training body | |
| ARCP date | Assessments - Review Date | |
| Ethnicity | Sensitive Data - Ethnic Origin | Detailed view of a Person Record |
- 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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