New Appraiser Training Medical Appraisal Scotland Appraisal Overview

New Appraiser Training Medical Appraisal Scotland Appraisal Overview Module 01 This Power. Point has no audio nor animations. The audio has been transcribed in the Notes section for your reference. 1

NHS Education for Scotland List of Modules – Appraisal Overview – Supporting Information – Personal Development Plan & Introduction to Form 4 – Appraiser Skills – Using a Coaching Approach in Appraisals – Challenging Appraisal Situations – Appraisal in Trainer Roles (Primary and Secondary Care) 2

NHS Education for Scotland Aims of the training course • To develop the knowledge and skills current appraisees need to become appraisers • To develop the confidence to take on the medical appraiser role in Scotland 3

NHS Education for Scotland Aims of this module • Overview of the Medical Appraisal process in Scotland • Links in to Revalidation • Role of the Medical Appraiser • Organising an appraisal • Examples of good practice • Overview of appraisal process via SOAR 4

NHS Education for Scotland As you work through the modules, consider: • What the main role of the appraiser is • What the role of the appraiser is in revalidation Use provided workbook 5

NHS Education for Scotland Background – Medical Revalidation • • • 5 -yearly process to renew a doctor’s licence to practice Officially launched in 2011/12 Applies to all doctors in the UK who hold a licence to practice Most doctors will be connected to a “Designated Body” (DB) Each DB (e. g. Health Board) must have a “Responsible Officer” (RO) • In Scotland, the RO is usually the Health Board’s Medical Director… • …except for Doctors in Training (DB = NHS Education for Scotland) 6

NHS Education for Scotland Background – Medical Appraisal • Contractual obligation for all doctors • GMC’s Good Medical Practice • Scottish Online Appraisal Resource (SOAR) • Appraisal and Revalidation processes managed by ROs, Appraisal Leads and Admin teams • Supportive and Formative process • Reflect on achievements and continuous learning 7

NHS Education for Scotland Overview of the appraisal process in Scotland • Doctors (Appraisees) added to SOAR by local administrative teams • Appraiser is assigned to appraisees • Appraiser and appraisee to liaise and agree meeting date/time/location • Appraiser creates meeting on SOAR • Appraisee completes and submits appraisal forms for sharing prior to meeting • Post-meeting, appraiser drafts the summary of the discussions into Form 4 • Appraisee reviews and approves (or makes change requests) Form 4 • Appraisal is concluded when Form 4 is approved 8

NHS Education for Scotland Confidentiality • Appraisal opening discussion – “What do you think this is? ” • Confidential between Appraiser and Appraisee… – …unless significant impact on patient safety • Forms 1 -3 confidential… – RO could request access (but Appraisee needs to grant permission) • Form 4 available to: – Appraisee, current assigned Appraiser, Appraisal Lead and RO • Form 7 (ROT) available to DMEs and EOs – Auto-created by ROT info only on Forms 3 and 4 9

NHS Education for Scotland Appraisal Forms and GMC Domains • Form 1: Background Info • Form 2: The Job You Do • Form 3: Supporting Information – Domain 1: Knowledge, Skills and Performance – Domain 2: Safety and Quality – Domain 3: Communication, Partnership and Teamwork – Domain 4: Maintaining Trust 10

NHS Education for Scotland “Core Elements” and Revalidation • “Core Elements” within GMC Domains – CPD Log (D 1); QIA (D 2); Self-declarations (D 4) etc • All domains discussed annually • MSF and PSQ once every 5 years More details in module 2 11

NHS Education for Scotland Role of the Appraiser • Is… – To encourage reflection in Appraisee practice – Document accurate summary of discussion • Is not… – To tell Appraisees what to do – Responsible for Revalidation – “Appraisal police” 12

NHS Education for Scotland Quick knowledge check… • In your own words, please describe the role of the appraiser. 13

New Appraiser Training Medical Appraisal Scotland Organising an appraisal 14

NHS Education for Scotland Organising an appraisal • Appraisal allocation organised by health board • New to your appraisee? Make first contact! • Suggest timescale for appraisal meeting • Set deadline for appraisal documents submission • Create interview on SOAR (for sharing documents) • Health boards administrative support 15

NHS Education for Scotland Importance of agreeing submission timescale • Helps focus and work towards a submission date • Avoid “Last. Minute. com” • Chasing up appraisees’ documents • Factor in time for you to review documents • Agree an agenda with your appraisee prior to meeting 16

NHS Education for Scotland Importance of setting an agenda • Helps focus appraisal discussions • Opportunity to highlight topics for discussions • Identify areas for challenge • Appraisee’s agenda vs. Appraiser’s agenda • Manage expectations if too many documents submitted • Allows appraisee to reflect on what’s important to them 17

NHS Education for Scotland Protected space and time • Set aside dedicated and protected time • Private uninterrupted space (where possible) • “Remote” appraisal • Submit documents to SOAR ahead of time 18

NHS Education for Scotland Reschedule? • Unavoidable – but be accommodating if possible • Insufficient information? Ask first… • Separate additional meetings? – Do not sign off the Form 4. • Seek guidance from your Appraisal Lead • Do NOT exceed GMC requirements for Revalidation 19

NHS Education for Scotland Appraisal Timetable • Appraisees can start preparing at any time… • … but recommended at least 3 months before meeting • Documents to be submitted 2 weeks before meeting • Form 4 should be signed off no later than 2 weeks after meeting unless a separate meeting is arranged (e. g. to discuss MSF or PSQ) 20

NHS Education for Scotland Supporting the appraisee and you • Medical Appraisal Scotland website: – www. appraisal. nes. scot. nhs. uk • SOAR helpdesk – SOAR@nes. scot. nhs. uk • Appraisal Lead: – www. appraisal. nes. scot. nhs. uk/contacts/appraisalleads. aspx 21

NHS Education for Scotland Quick knowledge check • What might you do (as appraiser) to avoid the appraisees becoming “Last. Minute. com’ers”? • Consider some non-engagement behaviours… what would you do if your appraisee fails to engage? 22

New Appraiser Training Medical Appraisal Scotland Overview of SOAR Appraiser perspective 23

NHS Education for Scotland Overview of SOAR • Medical Appraisal Scotland – www. appraisal. nes. scot. nhs. uk – Information resource for Appraisal and Revalidation – Appraisal Toolkits – Reflective Templates – QIA examples – Appraiser resources • SOAR (tool / application) – Web-based national tool – Management tool to aid health boards – Online appraisal forms – Function for uploading supporting information 24

NHS Education for Scotland Complete Appraisal Docs (Forms 1 -2, 3) Create Interview (done by either Admin or Appraiser) Reviews submitted Appraisal Docs Agrees and Signs @ @ (& Appraisal Co-ordinator) Process completed: automated email confirmations sent Agree Confidentiality Statement (MUST) APPRAISAL INTERVIEW Submit Appraisal Docs (submit Forms 1 -2, 3) Drafts Form 4 summary Disagrees d Sig Fo ns rw ar ds Assign login (on request) Allocate Appraisers & Appraisees Appraiser Appraisee an Administrator Change Request 25

NHS Education for Scotland Linked processes • MSF • Recognition of Trainer • Academic Medicine • Form 6 feedback 26

NHS Education for Scotland SUMMARY • Appraiser/Appraisee arrange meeting • Appraiser creates interview on SOAR • Appraisee completes Appraisal forms – inc uploading of supporting info • • • Appraisee submits forms to interview for sharing After appraisal meeting… Appraiser drafts Form 4 Appraisee reviews/approve Form 4 Appraiser and Appraisee complete Feedback Form 6 27

NHS Education for Scotland Further reading • Medical Appraisal Scotland website: – www. appraisal. nes. scot. nhs. uk – step-by-step overview video of SOAR • GMC Good medical practice: – https: //www. gmc-uk. org/ethical-guidance/ethicalguidance-for-doctors/good-medical-practice 28

NHS Education for Scotland SUPPORT • Appraisal / Revalidation queries: – Local Administration Team – Local Appraisal Leads • SOAR Helpdesk: – SOAR@nes. scot. nhs. uk 29

NHS Education for Scotland Interested in becoming an Appraiser? • Discuss with your Appraisal Lead NN 11 participants please ignore this slide – To check availability and suitability – www. appraisal. nes. scot. nhs. uk/contacts/appraisalleads. aspx • If Appraisal Lead supports your application: – Apply for provisional place on assessment training via www. appraisal. nes. scot. nhs. uk – Complete mandatory online modules 30

NHS Education for Scotland Next steps • Complete the other modules • Place allocation • Microsoft Teams 31

NHS Education for Scotland Remember… “I cannot teach anybody anything, I can only make them think. ” • Socrates 32