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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
I Want to record and monitor concerns about a trainee
So That these trainees can be adequately supported.


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 TypesWho?
1Doctora 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.
2Case Managermanages the case. Could be a Programme Director, Department admin, Consultant, Tutor, Educational Supervisor etc.
3Case WorkerA person nominated to work on a case. Roles are likely to be from the same as the manager.
4Department ManagerA person with overseer rights for all cases within a dept. Usually a Dean, Director, Business Manager etc 
5Department AdministratorA 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.
6AdministratorA 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 A (Referral Form).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 E (Exam Form).docx

       Form F

       Form F (Close Case Form).docx

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 SETSSECTION TO FIND DATA IN TIS               NOTES



Grade at referralPlacement Current Placement Grade
Educational supervisor

Sexual orientation

Current grade

Referrer

Religion

GenderSensitive DataDetailed view of a Person Record
Specialty at referralPlacements - Current Placement -  Specialty Detailed view of a Person Record
Referrer email addressPersonal DetailsDetailed view of a Person Record
Disability

Specialty if changedPlacements - Current Placement -  Specialty 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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