Case manager (secondary care)

Case manager (secondary care)

Course overview:

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

Training details:

Cost: Please see below (subject to changes)

Duration: 2 days

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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, delivered in either a face to face or virtual learning environment.

Details for how to attend and book our next public Case Manager (Secondary Care) workshop can be found on our events page. For enquiries for other dates or locations, or to procure a workshop for your organisation, please use the booking enquiry form below.


We offer training courses in England, Northern Ireland and Wales. Upon request we would be happy to discuss if you have specific needs or requests.


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

  • Outline the key principles and frameworks that ensure a fair, proportionate and just response to concerns raised including Maintaining High Professional Standards in the modern NHS (MHPS)
  • Know how to source, gather and analyse data to inform decisions and recommendations
  • Consider when an investigation is and is not appropriate and other options for resolution of performance concerns
  • Explain the role and responsibilities of the Case Manager and how these differ to those of the Case Investigator
  • Write a set of Terms of Reference which are robust, meaningful and effective
  • Plan for and undertake a crucial conversation in a way that balances the protection of patient safety and the support for the practitioner and doesn’t jeopardise future working relationships
  • Manage the investigation, identify bias and manage potential conflicts of interest
  • Describe interventions that may be offered to resolve a performance concern
  • Formulate high quality, robust reports that can withstand scrutiny and challenge
  • Describe the appeals process

Course topics

  • Introduction to case management
  • Understanding performance concerns
  • Planning for a performance conversation
  • Preliminary analysis
  • What do we mean when we say ‘investigation’?
  • Commissioning an investigation
  • Terms of Reference (ToR)
  • Roles & Responsibilities
  • Reviewing the case investigation report
  • Decision making
  • Writing the management case
  • Panel hearings
  • Appeals
  • Interventions to resolve concerns
  • Sources of support
  • Embedding the learning


Prices are current at the time of publishing but may be subject to change.

In house (per organisation) cost:

Face to face £6,450 + VAT

Virtual £5,200 + VAT

Public course (per individual) cost:

  • NHS trust or foundation trust in England – Please select this if your ticket is being funded by an NHS trust or foundation trust in England – £500 (no VAT)
  • NHS special health authority – Please select this if your ticket is being funded by an NHS special health authority e.g. Health Education England; Public Health England; NHS Digital – £500 (no VAT)
  • Delegates from Wales, N Ireland or Scotland – Please select this if your ticket is being funded by a health board or organisation in Wales, N Ireland or Scotland – £500 + VAT
  • Government department – Please select this one if your ticket is being funded by a Government dept e.g. Ministry of Defence – £500 + VAT
  • Independent healthcare provider and charity – Please select this if your ticket is being funded by an independent healthcare provider or charity delivering services to the NHS – £500 + VAT
  • Outside UK – If you reside outside of the UK – £500 (no VAT)
  • Other – If none of the above applies – £500 + VAT

Interested in this training course?

Please email, to inform us of your interest and we will contact you when the next training course dates are released.

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