Preparatory Checklist
2.1 Three Months before the trainee joins the practice:
- Contact details PD/Manager will inform you of who is coming and will give you contact details including:
- Name
- Address
- E mail
- Mobile
- CV
- Requirements
- GMC- licensure. Check certificate, check online www.gmc-uk.org
- Medical defence - check and upgrade
- CRB- check and new application TVPCA - www.tvpca.nhs.uk (Can take 3/12)
- Medical performers list - apply. www.tvpca.nhs.uk
- Driving licence - check (Must hold valid driving licence & have use of a car)
- Hepatitis B status - OH check
- Disability , special needs?
- ID cards
- Keys. Alarm signage
- Access cards e.g. Choose and Book, West Berks Community Hospital,
- Set up trainee email in-house to receive copies of relevant clinical emails
- Educational Contract - www.rcgp.org.uk
- Sign ePortfolio
- Employment Contract - Adjust for ST1/2/3 - BMA Standard Contract - www.rcgp.org.uk
- Salary Scale, P45 - Graduates from abroad depend on NHS service www.tvpca.nhs.uk
- Practice salary reimbursement - www.tvpca.nhs.uk
- Trainers grant - www.tvpca.nhs.uk
- Residency/passport
- Indemnity - MDU/MPS - check and upgrade trainee and/or practice group policies
- Login for web path
- Room & Equipment
- Training Practice notice in reception. (See following sample)
- Managing staff and patients - preparation/expectations, waiting room notice, booklet
- Video Camera
- Consent forms - www.rcgp.org.uk
- Induction timetable bespoke for ST1/2 & ST3
- Liaise with Ed Sup -ST1/2 only
- Invite to practice
- Look at EPortfolio & PDP
- What do they get sent from Oxford???? Where pack comes from and what they are sending - e.g. TVPCA (copies in the Trainers Pack) Get electronically. BGs office has been asked to send
- Who to go to for help - b.gow@oxford-pgmde.co.uk
- Deanery info - www.nesc.nhs.uk
- Pre-employment medical stuff:
Registrar Health Issues: Before starting,
- Provide evidence of Hep B immunity
- Declare any disability & discuss any reasonable adaptations required to the workplace
- Explain that a total sickness absence in excess of 2 weeks during the year may result in them having to extend their training.
Possible text to cut & paste into letter:
This letter is important; please reply with the details requested.
We promote equality & diversity. If there are any special adaptations to the workplace that would enable you to perform to the best of you ability, or any other practical issues that we should be aware of, please let us know. You do not need to tell us about health problems that will not affect your training.
As we are obliged to protect your health & safety at work, please provide us with documentary evidence of you immunity to Hepatitis B.
The following information is important for you to be aware of in relation to your GP training:
- It is a requirement of your GP placements in Speciality Training for General Practice that you have a valid driving licence & car, or are able to access transport that will enable you to fulfil the responsibilities of a GP.
- Your contract sets out the arrangements for absence in the event of sickness, however any sickness absence in excess of 2 weeks during the ST3 year may result in an extension to your training.
- As the start time approaches
N.B.
- May be appointed as an Educational Supervisor before trainee arrives ( Claims for educational supervision, and for CPD - on submission of Educational PDP - �750 paid pro rata for months with a trainee b.gow@oxford-pgmde.co.uk
- If there are any difficulties logging in e.g. a mis-spelled user name - then you will have to contact the RCGP ePortfolio helpline - 0207 344 3075.
- Send Practice welcome pack to include Practice Brochure
- Staff handbook - Practice Manager
- Room
- Equipment / facilities
- Doctors bag
- Name plate
- Maps
- Computer
- Passwords - Windows, GP gateway, Docman, EMIS or other, C&B
- Email account (including separate inbox for OOH letters etc if used)
- Path results link / set up
- Prepare initial timetable / induction
- Meet and greet the trainee
- Trainee hopes, fears and expectations / Previous experience
- Hours
- Payroll
- TVPCA for payment of salary and trainers grant
- Timetable - hours per week, model working week
- Holiday and Study Leave allowances - ST1/2/3
- Holiday and study leave already arranged
- Other leave rules - Bereavement/Parental/Sick leave not >2wks or extra training
- Out of hours arrangements
- ePortfolio commitments for the 6mths/1yr
- Induction and Timetable
- How to fill holes in timetable - quiz
- Computers - Emis tutor
- Suggested Registrar quiz - See Appendix 5
- General guidance / Day to day guidance / Consultation guidance / Queries / EPortfolio, curriculum educational, Ed-Supervisor and useful general resource information) notes for Registrar - See Appendix 1.
2.3 Induction suggestions
- Introductions and Induction Pack Practice logistics etc/ Dirty Laundry (i.e. Practice inside information!) /styles discussion
- Nat Ins / Pension / P45
- In-situ Computer use - IT Introduction for new trainee:
- Login and password for: Computer / clinical system / email / path results / mail manager / scanned documents etc. / NHS net account
- Check basic IT skills
- Use of clinical system- basics of consultation and data entry
- Principles of READ coding
- Principles and practical data entry- importance of coded entries for data /audit activity.
- Avoidance of freetext.
- Practice coding policy
- Information flow models- use of internal mail/information flow.
- Use of intranet in practice/internal messaging system
- Basics of QOF
- IT skills ?ecdl
- Standards of data entry eg SOAP
- Differences between hospital and gp data entry
- Who to ask for IT support
- Problem generation/Summaries/Significant problems- how to decide how to code how to prioritise
- Referrals- coding /use of clinical system/voice activated software/tapes/bowties etc
- Web path
- Docman
- QOF
- Learning needs assessment
- Timetable of day / Trainer Timetable
- Expectations - both parties Practice mtgs
- Emergency bag - drugs / equipment
- Safety aspects
- Contact numbers / Ambulance codes etc
- Session coverage by Doctors
- Debrief time
- Support needs
- Practice feedback - both ways
- EPortfolio
- COTS / CBDs
- Suggested minimum attainment levels
- Use of PDP / Link with EPortfolio
- Examination / Insurance medical observations
2.3.1 Initial assessment
- MCQ/MEQ
- AKT practice paper
- Checklist table
- Surgery quiz
- Wolverhampton Grid / Curriculum on ePortfolio
- Bradford VTS personality stuff www.bradfordvts.co.uk
2.4 Mid-term
- Check Out of Hours sessions and e-Portfolio log - One per month
- Is EPortfolio up to expectation?
- CPR
- AKT
- CSA
- Tutorials - appropriate to length of stay
- Consultation timings
- Ed Sup Report
- Reading list
- MTA:
External Training Review Pack / MTA
The External Training Review: a system of structured review, mainly of the process of training, with external input from within the VTS.
Overall Aims
1. Chance for structured review by Trainer/ee.
- To look at the training relationships (primarily trainer/ee).
- Check effective use of the training year.
- A chance to look at attitudinal issues.
- Practical advice/reassurance for new trainers.
2. View of an external trainer
- Provision of confidential time/sounding board (for Trainer and GPStR)
with external person.
- Safety net to ensure equity for GPStR relative to others.
- Benchmarking/confirmation of expected progress.
- External Moderation of WPBA marking
- Early warning system for potential failure.
3. Trainer development (both for visitor and visitee).
Timetable
The External Training Review should take place in January for August starters, and 6 months into training for other starts. However, preparation should begin well in advance of the review date.
October: Course Organisers produce and e-mail list of those to visit/be visited.
November: Visiting Trainer contacts visitees and arranges date for end Jan (approx).
Early Jan; Visitees to e-mail pre-visit Reports to visiting trainer, having first shared them with each other.
Mid January: Visiting trainer to make contact by phone with both trainer and GPStR to be visited. Check main aims/hopes for visit and any particular issues not obvious form the written Report.
End Jan: Visit.
Framework for visit
- Pre-Visit reports from trainer and registrar should have been seen by Visiting Trainer in advance of visit
- Visiting Trainer and Visited Trainer should routinely speak on phone in advance of visit whether there are concerns or not.
- Confidential time for Visitor / Trainer
- Confidential time for Visitor / GPStR
- Learning Activities Review Visitor / GPStR (including review of ePortfolio and recent nodal review + all practice based activities)
- Visitor / Trainer / GPStR review of registrar consultation video
- Visitor / Trainer / GPStR review of tutorial video
- Shared Summary / Feedback / Future Plans
- End of Visit
- Report of Visit from Visiting Trainer emailed to both Visited Trainer and GPStR
- Visitees add their comments and return to Visiting Trainer and VTS
- Visitees complete feedback form for Visiting Trainer and return to them for their own records / appraisal folder
Trainer Report
N.B. Please attach photocopy of 30 month nodal review including trainer and registrar grading sheet and overall grades with any additional comments.
What are your registrar's overall strengths? (including knowledge, skills, attitudes, teamworking)
What are your registrar's main areas for development or areas of concern? (including knowledge, skills, attitudes, teamworking)
Is there a particular focus you would like this assessment to have:-
for the registrar?
for you?
Do you have any concerns that this registrar might not complete nMRCGP by the end of their normal training period?
Are there any aspects of your relationship with your registrar which are impeding learning?
Registrar Report
N.B. Please attach your completed review checklist of activities.
What are your overall strengths? (including knowledge, skills, attitudes, teamworking)
What are your main areas for development? (including knowledge, skills, attitudes, teamworking)
Is there a particular focus you would like this assessment to have:-
for you?
for your trainer?
Do you have any concerns that you might not complete nMRCGP by the end of your normal training period?
Are there any aspects of your relationship with your trainer which are impeding learning?
Are there any aspects of your training practice which are impeding your learning?
Are there any things which you would like to do for your training which you have not managed to arrange?
Is there anything else you would like to discuss about your vocational training scheme?
Confidential Time for the Registrar
Rules of confidentiality should be the same as for patients. Discussion is confidential and this can only be breeched with consent or discussion as to why confidentiality needs to be breeched. Ideally Visiting Trainer should act as a broker to keep issues in house.
As above any issues can be discussed but suggested headings are:
- Concerns
- Relationships
- Benchmarking - Is this registrar at the stage they should be at? Are they at expected level in the ePortfolio?
- Trainer Development
- Equity - adequate but fair input by registrar into practice
- nMRCGP - Are they on course?
- Checking - Chance for registrar to get the view of an outsider and see if it tallies with what their trainer and practice are saying
- Attributes and insights
- Practice issues - are there any concerns about support from colleagues / time set aside for them for training / the practice as a learning environment? What works well? What might be changed to make it a better learning environment?
Comments / Notes :
Consultation Video Review
The video should first be marked against the Consultation Observation Tool (COT) and then a more general discussion should take place where the headings might be:
- stage of development as a GP - assess
- is the registrar on course
- stage of consultation skills development
- to separate the summative use as the consultation observation tool (COT) from the formative, suggest tick the boxes first, discuss any problems and then use the session formatively
- attitudes
Tutorial Video Review
Visited Trainer should specify how they would like this used or whether there is a specific area they want to look at or question they would like answered. A 10-15 minute vignette of a tutorial should be observed and then discussion should follow. Discussion may focus on issues raised in the reports or the confidential time.
Possible tools for tutorial analysis:
- Jane Ogden Behaviour Checklist
- Kirkpatrick Evaluation
- Peile work
Feedback form for mid-term evaluation of training.
Date of visit
What did you hope would be achieved by this visit?
What was achieved?
Any particularly valuable insights gained?
What methods did you find particularly helpful/unhelpful? (e.g. preparatory work, tutorial analysis, discussion, written feedback etc)
What could have made it better?
Thank you. Please return to������������.. (Visiting Trainer)
Report of External Training Review
Trainee-
Trainer-
Visiting Trainer-
Date of External Training Review-
Training Relationships
Please comment on the following areas:
Trainer / Trainee
Trainee / Primary Health Care Team
Trainee / Patients
Trainee Progress
Please give details of:
Trainee's Current Learning Activities
Trainee's Roles and Responsibilities within the practice (including surgery timetable, consultation length, other activities)
Trainee's Progress towards nMRCGP (is satisfactory progress being made and is trainee on track to pass?)
Are there any areas of concern?
What future plans have the trainee and trainer made as a result of this review?
Training practice as a learning enviroment
What is working well?
Are there any areas for improvement?
- SDL / Prep for final reviews / CVs / Job apps
- Is progress to certification satisfactory?
2.5. Last 3 Months
- Ensure gain experience working as a fully independent practitioner doing full workload of Dr in Practice and to fully involve team in all business aspects of the practice as appropriate
- Must have finished by month 10:
- WPBA - DOP's, COT's, CBD's, PSQ, MSF
- AKT
- CSA
- Educational supervisors report
- OOH last session or 2
- Appraisal (deanery requirement) - ?form 4 sent to PCT
- Visit and work in another practice - preferably very different to training practice
- Work/life balance
- Finances
- Politics
- Career Guidance, references
2.6 Last month
Send paperwork to Head of GP School (Glynis Buckle) - VTR1 , VTR2s (signed and endorsed by Director of GP Education), Trainer's report (CCT is applied for on-line) www.rcgp.org.uk
Forward items to PMETB according to their checklist (particularly if flexible)
Get Reference
2.7 Last week
Return any surgery books / CDRoms to library
Hand over patients
Delete old emails - auto reply to forward any new emails
Delete any old personal files from computer but leave training files!
Overwrite old video tapes and return
Shred any information identifying patients
Inform TVPCA of need to change from supplementary list registrar to non-principal /locum
Inform medical defence provider of intention when finished as GP registrar
"Exit interview"
Say goodbyes
2.8 Last day
Hand in surgery keys
Hand in Doctors bag
Clear room of personal belongings and tidy up!
- Leaving do, present
- Have a relaxed wind down meeting ?afternoon ?lunch
- Feedback form E.g.
2.9 Exceptions to the norm
- Exceptional trainee - Trainers to send in resource links
- Additional training - Any time out of programme other than annual leave and study leave over 10 working days per year will automatically result in an extension to make up the missed time. Please refer any trainees in this position to panel
- ST4 - Funding is negotiated for this on a year by year basis, although it is hoped that the scheme will continue as is for the foreseeable future. Contact Marion Lynch email@marionlynch.com . Vacancies are usually announced at the TV Symposium in spring
- Failing trainee
- expected failure should be known from AKT, CSA, or WPBA
- Surprise - Panel failure
- Will be moved practice by deanery
