Initial contacts for when Case Management is developed:
Allegra Stone - Support and Development Manager, South West - Allegra.Stone@hee.nhs.uk
Phil Skeldon - Support Manager, Professional Support Unit, Thames Valley - Phil.Skeldon@hee.nhs.uk
Rebecca Winchester - East of England - Rebecca.Winchester@hee.nhs.uk
Anna Stockburn (EoE)
Laura Meaney (EM)
Doreen Davis (WM)
Jemma Thompson (LaSE)
Julie Worthington (WX)
Cases | TIS-633 | Record of any issues or concerns about the learner in their learning process N.B. not academic concerns as these are captured in the Assessments component. | As a Product owner |
CPPS (Career, Performance and Professional Support)
An online Intrepid module to assist with the management of exceptional training and support.
Helps trusts, local teams and individuals manage targeted training and career support, capturing the details of the support and monitoring progress.
If a doctor trainee requires support the CPPS allows a 'Case' to be created as a referral from a manager or colleague. Responsibilities for the case are then assigned with action plans and required outcomes recorded. Progress in the case is monitored and notifications generated for specific events and documents uploaded.
| # | 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. |
- 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 Referral form has been submitted for 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 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 | Current Placement Grade |
| Educational supervisor | ||
| Sexual orientation | ||
| Current grade | ||
| Referrer | ||
| Religion | ||
| Gender | Sensitive Data | 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 | ||
| 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 | ||
| Country of medical training | ||
| ARCP outcome | ||
| Age at referral | ||
| ARCP 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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