Appraisal Documentation

Clinician Specialty: Practice Manager **Appraiser:** Sarah Jenkins **Appraisee:** Dr. Emily Carter **Date and Time:** 1 November 2024 at 10:00 AM **Summary of Last Year's Appraisal & Agreed objectives** The previous year's appraisal focused on improving patient satisfaction scores and implementing a new electronic prescribing system. Dr. Carter successfully contributed to a 15% increase in patient satisfaction, largely due to her proactive communication style and willingness to address patient concerns. She also played a pivotal role in the smooth transition to the new e-prescribing system, providing valuable feedback during the pilot phase and assisting colleagues with training. An area identified for development was enhancing her leadership skills within the clinical team, with a specific objective to lead a quality improvement project. **How This Year Has Gone** This year, Dr. Carter has demonstrated exceptional performance across all key areas. Her leadership in the 'Reducing No-Show Appointments' quality improvement project was highly commendable, resulting in a 10% reduction in missed appointments over six months. Patient feedback continues to be overwhelmingly positive, often highlighting her empathetic approach and thorough explanations. She successfully mentored two junior doctors, receiving excellent feedback on her guidance and support. A minor challenge faced was adjusting to increased administrative duties due to staff changes, which she managed effectively by reorganising her workflow and proactively seeking solutions. **Training/Development ** To further enhance her leadership capabilities and prepare for potential future roles, Dr. Carter has identified a need for a 'Leading Effective Teams' workshop. Additionally, with the upcoming implementation of the new diagnostic imaging referral pathway, specific training on this system will be essential to ensure a seamless transition and adherence to new protocols. A refresher course on advanced life support (ALS) is also due for renewal and should be completed within the next six months to maintain her certifications. **Future Career Planning** Dr. Carter expressed a strong interest in progressing into a clinical lead role within the practice in the next two to three years. She sees opportunities to contribute more significantly to practice policy and service development. Steps discussed include actively participating in practice management meetings, taking on more responsibility for clinical governance, and potentially pursuing a postgraduate certificate in medical leadership. She also wishes to explore opportunities to contribute to regional health initiatives. **Other Points/Ideas ** Discussion also touched upon the upcoming CQC inspection and how Dr. Carter's involvement in developing the new patient feedback mechanism will be a key highlight. She also suggested exploring options for a practice-wide wellness programme for staff, based on her positive experience with mindfulness techniques. **Objectives set** For the upcoming period, Dr. Carter will lead the development and implementation of a new patient education initiative focusing on chronic disease management. She will also aim to complete the 'Leading Effective Teams' workshop and renew her ALS certification. Furthermore, she will commit to attending at least 75% of all practice management meetings to gain further insight into the operational aspects of the practice. **Agreed Actions** **For the Appraiser (Sarah Jenkins)** * Investigate suitable 'Leading Effective Teams' workshops and provide Dr. Carter with options by end of November 2024. * Facilitate Dr. Carter's attendance at practice management meetings, ensuring she receives relevant pre-meeting documentation. * Support Dr. Carter in identifying opportunities for clinical governance involvement. **For the Appraisee (Dr. Emily Carter)** * Research and propose a detailed plan for the patient education initiative by end of December 2024. * Book and complete the ALS renewal course by April 2025. * Actively contribute to discussions during practice management meetings and provide feedback on operational improvements.