Approval and Re-approval of GP Trainers and GP Training Environment Mohan Kumar 2007 1. Introduction 1.1 The Postgraduate Medical Education and Training Board (PMETB) took over the responsibility from the Joint Committee on Postgraduate Training for General Practice (JCPGTP) in September 2005. Its key roles include (a) Setting standards (b) curricula review (c) approval of curricula, programs, posts and GP Trainers (d) recommendation of doctors to be admitted to the specialist and general practitioners registers1. 1.2 Under the New Medical Order, approval of the specialty training programmes, posts and GP Trainers rest with the PMETB. However, during this transitional phase PMETB has established a new system which relies on Post Graduate Deans sponsoring training programmes and posts in conjunction with advice from the local representatives of Royal Colleges and the Deanery Specialty Training Committee1 1.3 A new Training organisation called the Post Graduate School of General Practice (PSGP) is being established within the North West Deanery in response to the COPMed and Academy of Royal Colleges Discussion Document2 This will in turn be responsible for Quality assurance of GP Trainers and Training practices under guidance from the Deanery.( Appendix 3) 1.4 There is a move towards multi-professional arrangements with inter-professional training as set out in the Post Graduate Deanery configuration and workforce development documentation. This is influenced by the proposals set out by the Department of Health in March 20063 . It encourages primary care learning environments to incorporate a multidisciplinary theme. 1.5 The unified end point assessment to the GP Specialty Training (CCT and nMRCGP) and the new GP Curriculum represent significant changes to GP Training and its provision by Trainers and Training Practices. 1.6 The new GMS contract, the Quality and Outcomes Framework, Annual Appraisal for GPs have all been milestones in GP service provision and Quality assurance of GPs and practices. There is a significant overlap of evidence between those collected and provided for Primary Care Organisations and those for the Deanery process of Approval and Re-accreditation of Training Practices. 1.7 With the expansion of Training, there has been an exponential increase in new Trainers and new Training environments. There is also an emerging model of primary care training environment which includes Trainers at various levels of seniority and experience, supervising Trainees at various stages of training. This requires closer local scrutiny and quality assurance within individual programs and Academy, under the supervision of the Post Graduate School of General Practice. 1.8 With approved Training environments hosting more than one Trainer, the system of approval and re-approval should take into account the difference between Trainers seeking approval within an already approved Training environment and to those that are seeking approval for a new Training environment. 1.9 In response to Department of Health guidance4, there is already a move towards commissioning services from independent sector providers and these services include provision of General practice. These sites may offer General practice Training and Deanery processes of approval and re-approval should take into account newer models of training provision 1.10 There is an increasing need to collate and integrate information regarding Trainers and Training environments in a format that is accessible, easy to update and maintain, and of a quality that is conducive to audit and research. This can only be achieved by effective use of Information Technology. 1.11 The current processes for approval and re-approval of Training Practices and Trainers need updating in response to these changes. These processes need to withstand PMETB scrutiny and need to be rigorous and streamlined. They must also respond to feedback from Trainers, their Practices and GP Specialty Trainees, so there is a cycle of change that involves all stakeholders. (Appendices 1, 2) 2. Overview of key proposed changes to Approval and Re-approval process 2.1 Parallel approval processes for Trainer and Learning Environment 2.1.1 The current formal processes of approval and re-approval do not formally distinguish between Trainer and Training environment and does not always acknowledge their independent approval status. This needs to made clear. The revised process should emphasise independent approval status of learning environment versus the Trainer(s) 2.1.2 This would streamline approving multiple subsequent trainers with appropriate qualifications within an already established training practice. Approval visit for a new Trainer in an established and currently approved training practice will officially place greater emphasis on the Trainer and their development. 2.1.3 This will emphasise Practices participation in the Training process and suggests a whole practice approach to training 2.1.4 Fully involves the Practice manager in the approval and re-approval process and allows clarification of employment issues 2.1.5 Allows the practice to retain its training status if there is a loss of trainer and gives flexibility and ease in replacing trainers and/or appointing new ones to continue as a training environment 2.1.6 The constitution of the visiting teams may reflect the purpose of visit: i.e., incorporate a practice manager if there is a learning environment approval needed. 2.1.7 2.1.8 However in many cases the approval processes can and will coincide and is a cohesive process. Deanery has an obligation to provide PMETB with a list of approved trainers and in the future may be expected to provide a list of approved multi-professional learning environments (Appendix 4) 2.2 Post Graduate School of General Practice will hold the database of Trainers and Training Practices that indicates their approval status and is updated as changes occur 2.2.1 This database will be accessible to relevant personnel within the Academies and Deanery allowing planning and placements, re-approval visits and data gathering for Quality assurance. 2.2.2 An e-portfolio of Trainers could be linked to their database entries that incorporate their attendance of trainer’s conferences, master classes, participation in PSGP processes and involvement in Trainer’s Groups. Trainers can update their entries to reflected further education and link their PLPs where there is emphasis on educational qualifications and learning. 2.2.3 The Practice database needs to be updated by respective practice managers and/or Academy administrators to reflect changes to the building, personnel, teams, services and anything else that may have a direct impact on training provision. 2.2.4 The administrator time spent on copying, storing and retrieving paper based information will be freed up. Remote accessibility would facilitate ease of work for Academy and Program personnel. 2.3 The visiting teams will be developed within individual programs using a combination of Program Directors, Primary Care Medical Educators, Experienced Trainers and Practice Managers from Training Practices with support from the patch Associate Directors 2.3.1 Historically visits have been lead by the patch Associate Directors in conjunction with Course organisers, scheme organisers and GP tutors. The constitution of the visiting teams has varied from patch to patch within the Deanery with varying involvement from the Primary Care Medical Educator team and no involvement from GP Trainers or Practice Managers. With the establishment of PSGP and its academies there will be transformational process where a pool of visitors will be developed and supported by the patch Associate Directors within each programs/ academies. 2.3.2 There will be of cross academy calibration for Quality assurance 2.3.3 Involvement of trainers and Practice managers will include a supportive and formative element creating cross fertilization of good practice and develop a community feel to the network of Training providers. 2.3.4 A network of Practice managers from the Training practices will be expected to convene parallel to their Trainer’s groups to discuss their roles and from a mutually supportive network that shares good practice in delivery of training and employment issues of learners. 2.4 Educator re-approval interviews will be reflective and will assess the quality of the educational process and the trainer's understanding of the core competencies of Trainers. 2.4.1 The Trainer interview will be of a shared agenda based on Trainer’s own reflection and self evaluation of past teaching. 2.4.2 The interview will help monitor, support and raise standards of teaching 2.4.3 Will encourage reflection of Trainers own practice as a teacher and facilitator 2.4.4 Objective evidence of Trainers knowledge of teaching, skills of teaching and organisation and delivery of the training program will be sought. 2.4.5 Will take into account Trainers understanding of the new assessment tools, review processes and the nMRCGP / CCT components. 2.5 Annual Learner exit feedback and exam outcomes to feed into the process of re-approval of Trainer and Learning Environment. 2.5.1 Current Learner interviews aren’t always timely as an annual exit feedback as the amount of time the current Learner has spent with the Trainer or the practice may be minimal at the time of the re-approval visit 2.5.2 Learner feedback is an essential aspect of Quality assurance of the Learning environment and experience. 2.5.3 Compiling feedback from multiple learners allow for pattern recognition and could be shared with the Trainer/ Practice without breaking confidentiality for developmental purposes and ironing out any concerns. 2.5.4 The exit questionnaire could be available electronically and form part of the Trainer/ Practice database held by the PSGP. 2.6 Evidence to be collated and triangulated from (a) Trainer and Practice self reported information (b) Deanery Database (c) Multi –Source and Peer Feedback (d) Trainee Feedback and (e) the practice visit 2.6.1 This methodology will be formalised and streamlined 2.6.2 Input from Trainers Group and Peer appraisal to be incorporated with transparency 2.6.3 Robust systems to ensure all information is centralised and accessible to relevant personnel yet ensuring confidentiality 2.7 Criteria for Training to be divided into four broad domains (a) Trainer as a Doctor (b) Trainer as a Teacher (c) The Educational Program (d) The Learning Environment 2.7.1 Although there may be overlap in the evidence and in the broad domains, this helps to reduce the burden of evidence collection by the practice and trainer by using he wealth of existing evidence to populate the approval/ re-approval criteria. 2.7.2 This allows for planning the visit timetable with emphasis on Trainer as a Teacher and an overview of the other domains based on pre-visit information. 2.7.3 Quality assurance and feedback will be domain specific and facilitates problem solving. 2.8 The visitor forms to be redesigned to be fit for purpose and allow ease of electronic input 2.8.1 The Report could be populated using quality pre-visit evidence thus allowing ease of finalising the report based on information gathered during the visit. 2.9 The visit and re-approval process in turn quality assured using feedback from Trainers and Practices. 2.9.1 Each visit should trigger a formal feedback from the recipient of the visit. This information will be collated and analysed by the individual Academies/ PSGP and fed into Deanery Processes 2.9.2 Visits could incorporate an observer/ future visitor for training purposes. This person could feedback on the format of the visit and the visitor skills. 2.9.3 Feedback to be used to further develop visitor skills and visit processes 2.10 Improved online resources for Educators from Deanery Website 2.10.1 Incorporates ‘Guide to Developing as an Educator’ and a ‘Guide to developing a multiprofessional Learning Environment’ 2.10.2 Clearer descriptors of ‘criteria for training’ standardised with PMETB guidance 2.10.3 One stop resource to documentation and useful links for educators and Managers of the Learning environments (Appendix 5) Exposure to Teaching and mentoring during GP Specialist Training – provision of ‘Nuts & Bolts’ of teaching and assessment as part of GP Training curriculum Successful completion of CCT/ nMRCGP and becomes GP Principal 2 years post CCT Wishes to become GP Trainer. Applies for Basic Trainers Course while continuing to participate in teaching opportunities Successful completion of BTC/ certificate / formal application to become trainer Formal visit from Deanery visiting team and preparation of report. Prospective trainer ‘mock’ interview during visit. Practices skills on other learners including undergraduates, FY1 & 2, Group skills in small group work throughout ST1,2 & 3 and reflects on teaching and training with own Trainer Ongoing CPD activities including HPE . If working in an established training practice to participate in supervision of learners ( undergraduate/ FY2 & Registrar) Opportunity to become educational supervisor / Associate Trainer. If not part of an established training practice to look at Deanery criteria for learning environment and establish links with established training practices / Trainers Groups and contact with local PCME/ Program Director Informal pre-visit from PD, PCME, Senior trainers from Trainers groups. If not established Training practice identification of areas to develop using Deanery Criteria for Learning Environment If unsatisfactory report addresses issues in educational prescription and practice development to fulfil criteria for training Applies for GPEC/STC interview Successful in interview Unsuccessful in interview – Looks at feedback from panel, liaises with PD/ patch AD Appendix 1: Path to approval as New Trainer TRAINER! If newly approved: revisit after one year to assess progress as Trainer and reflect on first year. APPROVED TRAINER Annual submission of Practice Data and update on any changes Trainer’s assessment/ update / CPD/ Master- classes / Conference / Attendance of Trainers Groups Formal brief application for reapproval with submission of video of a educational encounter (CBD/Tutorial/ COT) Re-approval primarily based Trainer interviews/ CPD and QA of learning environment as appropriate Report + Recommendation to GP School Board Re-approval 1, 2 or 3 years Appendix 2 : Path to re-approval as Trainer Learner Exit Feedback / Interview by PCME at DRC Deanery peruses evidence + electronic documentation and arranges educational conversation with Trainer. Assess Learning environment accreditation this is needed Trainer Educational Prescription and practice recommendations shared with Trainer for opportunity to appeal and correct factual errors Concerns leading to temporary cessation of approval. To be discussed with Head of School/ Director of Post Graduate GP Education and remedial discussions subject to level of concern : may reapply through usual channels Appendix 3: PMETB Generic Standards of Training GP TRAINER – APPROVAL AND REAPPROVAL APPLICATION FORM For completion by the Deanery Deanery: Name of trainer Date form completed: Name of practice/ surgery New trainer (N) or reapproval existing trainer(R)? Date of selection/reselection and period of approval recommended Any additional information: Please detail here any additional information that would be useful for PMETB in assessing this application for approval For completion by the GP director (or nominated deputy) I confirm that the trainers listed in this application have been subject to the Deanery’s trainer accreditation process and that the trainers and their practices comply with JCPTGP/PMETB trainer standards. The Deanery recommends to the PMETB that they be approved. Signature: Note Date: Many of these applications will be retrospective. However, deaneries need only submit applications for approval for trainers who have been newly selected or re-selected by the Deanery since 30 September 2005. Applications are not needed for trainers who were approved by the JCPTGP before 30 September 2005 and whose approval has not expired. PMETB Appendix 4: PMETB GP Trainer Approval form Appendix 5: Suggested Outline for the GP section of NW Deanery Website Mohan Kumar 2007 GP SECTION Introduction / Welcome note from Director ( with big /smily picture!) Contacts/ Who’s Who GP Trainers Director/ AD team/ Developing a multidisciplinary learning environment Admin overview/ contacts GPST School/ Academy overview Trainer Approval Processes Training visits Trainer courses/ conferences Foundation Links/ Resources GP Speciality Training School Academy Programs Program Directors GP Speciality Trainees Careers GP Speciality Trainee Resources/ Links to College Careers advice Recruitment/ PMEB links GP Retainers/ Returners OOH Transfers Study leave/ Learning accounts/ Courses Part time etc. GP Tutors? GP Educators Link to individual programs Training practices Database- public + password protected Links to Training practice database Trainer Resources Interactive Maps STC overview NewsFlash/ Latest information/ Updates Transfer/ Complaints/ Grievance procedures GPR contracts/ appointments/ performers list Deanery Courses Overview HPE PED/ SPED All deanery courses/ College links VLE Appraisal Revalidation Appraisal Revalidation Courses Info/ update Appraiser courses College Links CPD links QACPD Publications/ Newsletter PSL REFERENCES 1 Postgraduate Medical Education and Training Board :A guide to specialty training: the Gold Guide: DRAFT verion 2 05/02/07 2 COPMed and Academy of Medical Royal Colleges Developing Post Graduate Schools, a discussion Document. Conference of Post Graduate Deans and the Academy of Royal Colleges, 2005 3 4 Department of Health: Deanery workforce functions review A Foster, DOH 16 March 2006 Department of Health: Commissioning a patient led NHS London DOH July 2005