how to recognise and support trainees with performance issues

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Performance Unit for the Postgraduate Medical Training in Wales School of Postgraduate Medical and Dental Education Cardiff University Neuadd Meirionnydd Heath Park Cardiff CF14 4YS Contact: 029 2068 7417 / 7411 / 7412 Email: General: [email protected] Leona Walsh: [email protected] Dr Sally Davies: [email protected]. uk Dr Heather Payne: [email protected] HOW TO RECOGNISE AND SUPPORT TRAINEES WITH PERFORMANCE ISSUES

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Page 1: How To Recognise And Support Trainees With Performance Issues

Performance Unit for the Postgraduate Medical Training in Wales

School of Postgraduate Medical and Dental EducationCardiff UniversityNeuadd MeirionnyddHeath ParkCardiffCF14 4YS

Contact:029 2068 7417 / 7411 / 7412

Email:General: [email protected] Walsh: [email protected] Sally Davies: [email protected] Heather Payne: [email protected]

HOW TO RECOGNISE AND

SUPPORT TRAINEES

WITH PERFORMANCE

ISSUES

Page 2: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

FA

CT

S

Page 3: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

PERFORMANCE UNITTRAINERS

All to recognise

Raise concernsDocumentationLocal support for failing trainees

Specialty Performance Leads

Training for trainers

Occupational Health involvement

Human Resources

TRAINEES

Full timeLess than full

timetraining

(LTFT)Registrars

DEANERY

CareersDisability /ReasonableAdjustmentsSpecialty

TrainingSchoolsLess than full

timeTraining

(LTFT)Foundation

SchoolTraining

DatabaseGeneral

PracticeDentistryQuality

Assurance

OTHER AGENCIESUndergraduateMedical School

Educational Providers (NHS Trusts in Wales)GMC/NCASBMAHuman ResourcesOther Deaneries

DEANERY COMMISSIONEDSERVICE PROVIDERSIndividual Support ProgrammeOccupational HealthOther Assessments as required

NETW

OR

KI

NG

Page 4: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

• Increase awareness of all training issues.

• Encourage early identification of concerns

• Monitor progress and the outcomes

• Establish networks across Wales.

• Provide faculty development for clinical & educational

supervisors

• Establish a close relationship with the Individual

Support Programme of Cardiff University to provide

assessment and remediation for individual trainees.

• Develop clear protocols for appeals.

[email protected]

AIM

S

Page 5: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

KingdomS

IGN

S &

TR

IGG

ER

S• Attitude and Behaviour

• Clinical Performance

• Communication

• Health

• Unsatisfactory Progress

Page 6: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

• Why this trainee?

• Why here?

• Why now?

CA

US

ES

Page 7: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

SC

EN

AR

IO

• Dr A is a ST1 trainee in medicine.• She has done her first four months in Dermatology and has

been signed up. She started in Emergency Medicine.

• Within two weeks you receive complaints from her clinical supervisor that this trainee is unable to cope in the Admissions Unit. She is missing when needed, and allows other trainees / medical students to do things for her.

• Is there any immediate challenge or dilemma presented by this situation?

• What do you think may be the underlying cause of the problem, and why?

• What are you going to do next?

Page 8: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

SC

EN

AR

IO

• You speak to the trainee and encourage her to perform observed patient assessment.

• The clinical supervisor reports that this trainee is lacking in confidence and lacks experience of examination and procedures such as venflon insertion.

• The clinical supervisor has discreetly asked the previous firm and discovered that she did very little under observation and was generally unavailable when things needed to be done.

• Dr A has come into Core Medical Training from a trust grade post in Public Health, where she was employed for 4 years.

• Suggest an immediate action plan and ongoing educational plan for this trainee.

Page 9: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

• Immediate action once aware of concerns

• Ask for concerns to be documented

• Consider appropriate assessments to gain information e.g. MSF

• Investigate and document yourself

• Speak to the trainee and document the meeting

• Feedback is very importantKEY

PR

INC

IPLES • Do not deal with difficult

scenarios on your own

• Different causes require different solutions

• Do not wait for the next annual review to raise issues

• ‘No surprises’ at annual review (ARCP)

• Contact Deanery Performance Team for support, advice or referral

Page 10: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Current status:

• 57 active cases

• 17 referred June 08 – Sep 08

Cases referred to ISP:

• Total since Feb 08: 9

• Active cases: 11

Trainees are being referred

earlier!

5 348

01020304050

FoundationProgramme

CoreTraining

SpecialtyTraining

Performance Unit for the Postgraduate Medical Training in Wales

AUDIT MARCH 08

95 cases were identified

• 31 trainees resumed

satisfactory progress following a

period of support (32%)

• 8 trainees left the training

programme (8%)

• 56 active cases

Stage of training• Foundation Programme

1.6%• Core Training

0.2%• Specialty Training

5.6%

DA

TA

A

UD

ITCURRENT STATUS

96 5

3

32

10

5

10

15

20

25

30

35

F1/F2 ST1 ST2 ST3 ST4 SpR

Page 11: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

REFER

RED

S

PEC

IALTIE

S

0 1 2 3 4 5 6 7 8

Anaesthetics

Clinical Oncology

CMT

Dermatology

Emergency Medicine

F1

F2

Gen Surgery

GP

Haematology

Histopathology

O&G

Oncology

Opthalmology

Paediatrics

Paliative Medicine

Plastic Surgery

Public Health

Radiotherapy

T&O

Thoracic Medicine

Page 12: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

REFER

AL R

EA

SO

NS

0

2

4

6

8

10

12

14

16

18

Attitu

de & B

ehavi

our

Clinin

cal C

ompete

nce

Comm

unicat

ion

Health

Unsatis

facto

ry P

rogre

ss

Mar-08

Sep-08

Page 13: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

A Doctor with a disability may have problems with specific aspects of training or the workplace.

With the right help and support, training can be kept on schedule.

Queries regarding disability issues should be addressed to

Dr Heather Payne

[email protected]

DIS

AB

ILIT

Y

Page 14: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

• Group of advanced educational supervisors within Specialty Training Schools

• Performance Leads within each Specialty Training School

• Clear structure for identifying and addressing the issues.

• Advice and guidance

Provide Training to:

• Identify issues early

• Feedback identified concerns to the trainee

• Keep good contemporaneous documentation

FU

TU

RE

DIR

EC

TIO

NS

Page 15: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

LES

SO

NS

LEA

RN

T

DOCUMENT EVERYTHING

ACT PROMPTLY & COURTEOUSLY

DO NOT PASS THE PROBLEM ON

KEEP ALL PARTIES INFORMED

Page 16: How To Recognise And Support Trainees With Performance Issues

Developing the Performance Unit for the Postgraduate Medical Training in Wales

Walsh LA, Davies SJ, Payne EH, Gallen DDSchool of Postgraduate Medical and Dental Education, Cardiff University, Cardiff, United

Kingdom

Performance Unit for the Postgraduate Medical Training in Wales

QU

ES

TIO

NS