Removing Patient Identifiable Information

As an Appraiser or an Appraisee, if you notice that you have overlooked some Patient Identifiable Information within an Appraisal it is simple to go in and edit this. It is important to note however that CPD entries are owned by the Appraisee and exist on their account only, so it is the Appraisee who will need to login and edit the relevant entry. This can only be done before the final sign off is made by the Appraisee, but can be done after the Appraiser has signed off. 

Updating something in your Appraisal

At any stage before you formally sign off your appraisal the Appraisee can edit it, and send the changes back to the Appraiser for review. 

• Go to Portfolio from your Dashboard.

• On the 'Awaiting appraiser sign off' holding page, in the toolbar, you will see the option to Update something in your appraisal (pencil and page icon).

• Here you can make the changes that you need to before sending it back to your appraiser.
• You need to click the blue text 'I have finished making changes', in the yellow banner at the top of the page, and your appraiser is told you have made changes.

Please also ensure that any Patient Identifiable Information is redacted from attachments.