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Case manager (primary care)

Case manager (primary care)

Course overview:

This two day course has been designed specifically for anyone who undertakes the case manager role in investigations about doctors, which may emerge from the processes underpinning re-validation or from concerns raised about performance.

Training details:

Cost: £5,490 (subject to change)

Duration: 2 days

The course is interactive, using case studies to explore and develop key skills and knowledge required by case managers. The content can be tailored to meet the national framework and procedural requirements for any healthcare setting.


By the end of course, delegates will be able to:

  • explain why the decision to investigate in made
  • suggest other options to resolve performance concerns
  • describe roles and responsibilities of those involved in investigations
  • plan for an investigation which meets national requirements
  • describe the principles of robust and meaningful terms of reference and write effective terms of reference
  • recognise the key skills and attributes of a case investigator and case manager
  • describe the components of a robust investigation report
  • weight an investigation report against other known information
  • explain the characteristics of a management case
  • explain the role of the panel hearing and the importance of decision making based on fact
  • describe what happens after an investigation, including opportunities for remediation and options for interventions
  • describe the potential legal challenges to an investigation

Course topics

  • Concerns about a doctor’s practice and the role of the case manager
  • Dealing with concerns
  • Writing terms of reference
  • Managing the investigation
  • Decision making and recommendations
  • Interventions to resolve concerns
  • Support for the case manager and case investigator (or investigation team)
  • How well did we do? Quality assurance of the case investigation process
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