Case Management

Not for MVP.

Form E only relevant for EoE Exam failures

3 I believe although still need more detail on how much of the functionality is used.

Forms are currently submitted via an email with scanned attachment or as hard copy.

Preferably via email only as a digital copy as hand written not easy to read

will follow up with Rebecca.

Yes specific outcomes will need to be recorded these are generally:

• Who will be the case manager
• What support is relevant i.e. OH, Exam Support, LTFT/OOP/Supernumerary, Occupational health etc.
• Returned to be managed at school level

Concerns log - Grade at the time >> remain as is

• how much of this data is used directly? What’s the minimum field detail that’s needed to be completed by the reporter in order to identify the trainee they’re speaking about and assess the case?

Have now merged forms as suggested – is this helpful or does that ruin things for you

EoE all reporter forms - 

• how far can we integrate email submission of a form with the TIS system? Otherwise, do we need to rely on manual keying, or grant access to a wider group of users via standard one-way web forms?

EoE all forms - 

• do you need the forms replicated, or something that will allow them to be catered to in the right circumstances? i.e. forms with appropriate general fields, non-mandatory?
• it looks like there are 3 routes, one for funding, one for personal and one for professional concerns
• if we can create two form submissions, that would be ideal?
• if we could implement 2 pdf form submissions that would be a workable short term achievement?

EoE forms - 

⁃ if the follow up forms (used by case worker) can be manually inputted and also auto populated (if there is a web form) then could this lessen the workload of the case workers managing the case?

Archiving of closed cases for former and newly created cases, how should these be managed?

I guess similar to intrepid an inactive function to hide them from the concerns log but still be visible for reporting?

(IO) wider question for archiving

Handling of spreadsheet data for those who don't use intrepid currently - how can their cases be brought? Post MVP?

Trust them – not currently validated and no way of checking each one at present without lots of extra admin

(IO) No validation required

Would be helpful

(IO) Statuses -

• submitted, accepted, returned
• trigger comms or suggest manual comms?

Can they submit an encrypted communication that will automatically be added to the relevant trainee? So like if they update the portfolio with a concern this could be copied over to us?

(IO) non-form communications regarding a case to be submitted, is this possible?

Would be helpful if a message was automatically generated to a referrer once we have populated certain fields to inform them of i.e. who the case manager will be, when they have been invited to a meeting and/or whether or not they have engaged

(IO) again, automated comms triggers to non-HEE and HEE users required, is this possible? MVP v non-MVP?

How do we archive closed cases, but make them accessible through TIS? Do we make them accessible?

How do we handle current cases at the point of cut over?

N/A

(IO) If unused, not in scope unless we get feedback otherwise on SML review

Not used by EoE at all

(IO) If unused, not in scope unless we get feedback otherwise on SML review

No idea

(IO) If unused, not in scope unless we get feedback otherwise on SML review