1. HEE Portfolio 2015/16 Janelle Montgomery Systems Analyst janelle.montgomery@healthcare-learning.com 020 3287 14900

2. Overview Who we are and background Key features of the HEE portfolio

3. Overview

4. COPDEND Portfolio: 2007-09

5. COPDEND Portfolio: 2009-15

6. New processes: Early Stage Review Interim Review of Competence Progression Final Review of Competence Progression

7. COPDEND Portfolio: 2015 - ?

8. Site Access New address: www.dftportfolio.nhs.uk YOUR GDC NUMBER YOUR SURNAME

9. New Dashboard

10. New Dashboard: User Panel

11. Dashboard: Learning Schedule ‘To Date’

13. Dashboard: Portfolio Documentation

14. Dashboard: Logs

15. Dashboard: FD Uploads

16. Dashboard: Non-Working Days

17. Dashboard: FD Reports

18. Dashboard: FD Reports: Clinical Competencies To come: data download

19. Dashboard: FD Reports: Assessment Scores To come: data download

20. Learning Schedule

21. Learning Agreement Participants' Details Values and Expectations Pre-DFT Clinical Experience Review DOPs New Patient Exam DOPs Simple Restoration Induction to the Practice Clinical Experience log Non-working days log Early Stage Review - FD report Early Stage Review - ES report Early Stage Review - TPD report Clinical Experience log Non-working days log Record Card Audit Clinical Experience log Non-working days log LETB MSF analysis report LETB PSQ analysis report IRCP ES Report IRCP TPD Report Clinical Experience log with confidence rating Non-working days log IRCP Panel Report Clinical Experience log Non-working days log Multisource Feedback - reminder Patient Survey Questionnaire - reminder Clinical Experience log Non-working days log M1 - SEPTEMBER M2: October M3: November M4 - DECEMBER M5: January M6: February

22. Learning Schedule: m7 – m12 Clinical Experience log Non-working days log Clinical Experience log Non-working days log Final appraisal Clinical Experience log Non-working days log M7 - MARCH M8: APRIL M10 - JUNE M11: JULY FRCP ES Structured report FRCP TPD structured report Clinical Experience log with Confidence Rating Non-working days log M9: MAY Final Review of Competence Progression: Stage 1 Final Review of Competence Progression: Stage 2 Clinical Experience log Non-working days log Clinical Experience log Non-working days log M12 - AUGUST

23. Newly Design Forms

24. New System Rules Forms can be seen while in draft Can’t start a new ADEPT, CbD, reflection etc until previous is completed Scheduled forms are to self-lock 5 days into the next month (not in place yet)

25. Learning Needs

26. Resources

27. Aggregated View

29. In development By Healthcare Learning: General QA and usability enhancements Downloads of data Messaging Events calendar Views for Admins, RAs, Deans, Panel Members By HEE: Resources Instruction text / downloads on forms IRCP flow and forms FRCP flow and forms

30. Security & Backups Security Database sit on a secure server within a Virtual Private Networks not publicly available All user passwords are encrypted – even to us Located at an https address – encrypting data so that it cannot be read Backups For the first 2 months data will be backed up 7x daily Decreases to twice daily as the site matures Data held off site on Amazon secure servers

31. What happens next? 1 September Live: www.dftportfolio.nhs.uk September Reported issues, Messaging, Calendar October Reported issues, IRCP flow January Reported issues, FRCP flow February Printing, etc 17 & 18 August Training sessions for ESs and TPDs