Haematology CESR Portfolio Guide
Complete guide to the Haematology Portfolio Pathway: 13 Capabilities in Practice (CiPs), 10 evidence sections, and a 5-year currency window. Based on official GMC Specialty Specific Guidance, published by Joint Royal Colleges of Physicians Training Board (JRCPTB) / Royal College of Pathologists.
SSG Version: 04/02/2025
Capabilities in Practice (CiPs)
The Haematology SSG defines 13 Capabilities in Practice (CiPs) that Portfolio Pathway applicants must demonstrate competence in.
Able to function successfully within NHS organisational and management systems
- Aware of, and adheres to, the GMC professional requirements
- Aware of public health issues including population health, social determinants of health and global health perspectives
- Demonstrates effective clinical leadership
- Demonstrates promotion of an open and transparent culture
- Keeps up to date through learning and teaching
- Demonstrates engagement in career planning
- Demonstrates capabilities in dealing with complexity and uncertainty
- Aware of the role and processes for commissioning
- Aware of the need to use resources wisely
Able to deal with ethical and legal issues related to clinical practice
- Aware of national legislation and legal responsibilities, including safeguarding vulnerable groups
- Behaves in accordance with ethical and legal requirements
- Demonstrates ability to offer apology or explanation when appropriate
- Demonstrate ability to lead the clinical team in ensuring that ethical and legal factors are considered openly and consistently
Communicates effectively and is able to share decision making, while maintaining appropriate situational awareness, professional behaviour and professional judgement
- Communicates clearly with patients and carers in a variety of settings
- Communicates effectively with clinical and other professional colleagues
- Identifies and manages barriers to communication (e.g. cognitive impairment, speech and hearing problems, capacity issues)
- Demonstrates effective consultation skills including effective verbal and non-verbal interpersonal skills
- Shares decision making by informing the patient, prioritising the patient’s goals and wishes, and respecting the patient’s beliefs, concerns and expectations
- Shares decision making with children and young people
- Applies management and team working skills appropriately, including influencing, negotiating, re-assessing priorities and effectively managing complex, dynamic situations
Is focussed on patient safety and delivers effective quality improvement in patient care
- Makes patient safety a priority in clinical practice
- Raises and escalates concerns where there is an issue with patient safety or quality of care
- Demonstrates commitment to learning from patient safety investigations and complaints
- Shares good practice appropriately
- Contributes to and delivers quality improvement
- Understands basic Human Factors principles and practice at individual, team, organisational and system levels
- Understands the importance of non-technical skills and crisis resource management
- Recognises and works within limit of personal competence
- Avoids organising unnecessary investigations or prescribing poorly evidenced treatments
Carries out research and manages data appropriately
- Manages clinical information / data appropriately
- Understands principles of research and academic writing
- Demonstrates ability to carry out critical appraisal of the literature
- Understands the role of evidence in clinical practice and demonstrates shared decision making with patients
- Understands public health epidemiology and global health patterns
- Demonstrates appropriate knowledge of research methods, including qualitative and quantitative approaches in scientific enquiry
- Demonstrates appropriate knowledge of research principles and concepts and the translation of research into practice
- Follows guidelines on ethical conduct in research and consent for research
- Recognises potential of applied informatics, genomics, stratified risk and personalised medicine and seeks advice for patient benefit when appropriate
Acts as a clinical teacher and clinical supervisor
- Delivers effective teaching and training to medical students, junior doctors and other healthcare professionals
- Delivers effective feedback with action plan
- Able to supervise less experienced trainees in their clinical assessment and management of patients
- Able to supervise less experienced trainees in carrying out appropriate practical procedures
- Able to act as a clinical supervisor to doctors in earlier stages of training
Laboratory Haematology: Providing a comprehensive haematology laboratory service, including investigation, reporting and blood transfusion
- Demonstrates professional behaviour with regards to patients, carers, colleagues and others
- Demonstrates ability to interpret and report normal and abnormal laboratory results, contributes to multi-disciplinary team meetings, and communicates results effectively to the appropriate clinical team.
- Formulates an appropriate differential diagnosis when interpreting laboratory investigations
- Recommends appropriate specialist/further investigations, using specialist knowledge of interpretation of laboratory investigations in combination with clinical information
- Demonstrates clinical leadership and contributes to quality aspects of the laboratory, including risk assessments and mitigations, incident reporting and investigation
- Prioritises further investigations and communicates their urgency effectively to laboratory staff, other colleagues, patients and carers
- Communicates test results and their implications effectively to patients and their carers, and involves them in shared decision making
- Offers advice for appropriate selection of blood products and the alternatives to blood transfusion
- Participates in internal and external quality assurance
- Demonstrates knowledge of laboratory management structures and the processes involved in laboratory accreditation
- Understands the processes in place for the laboratory and blood transfusion service to respond to major incidents, including measures for appropriate communication between operational and clinical
Liaison Haematology: Providing safe clinical advice to colleagues on interpretation of haematology laboratory results, blood transfusion practice and haematological disorders
- Demonstrates professional behaviour with regards to patients, carers, clinical colleagues and laboratory staff
- Demonstrates effective communication with patients, laboratory staff, GPs and other clinicians regarding laboratory results and blood transfusion
- Demonstrates good judgment by giving safe and appropriate advice and guidance to colleagues in primary and secondary care regarding investigation and management of haematological disorders and triages referrals appropriate.
- Clearly explains clinical reasoning behind haematological diagnostic and management advice to patients/carers/guardians and colleagues responsible for the overall management of the patient
- Demonstrates appropriate management of haematological problems in patients under the care of other specialties
- Contributes to the assessment and management of complex patients in routine and emergency circumstances including patient blood management and major haemorrhage
Outpatient Haematology: Managing patients with suspected or known haematological disorders in the outpatient setting
- Demonstrates professional behaviour with regards to patients, carers, colleagues and others
- Demonstrates appropriate use of clinical and laboratory tests to establish a diagnosis
- Formulates an appropriate management plan, taking into account patient preferences
- Demonstrates understanding of and follows local and national guidelines and clinical trial protocols
- Explains clinical reasoning behind diagnostic and clinical management decisions to patients/carers/guardians and other colleagues
- Safe prescription and management of specialist haematological treatments, including chemotherapy and supportive treatments such as adjuvant medications for chemotherapy, blood components, bisphosphonates.
- Demonstrates efficient use of time in the outpatient clinic.
- Liaises with other specialty services when appropriate
- Understands the function of haematological multidisciplinary team meetings, refers suitable cases and presents information appropriately
- Demonstrates understanding of transitional care from paediatric to adult services
Day Unit Haematology: Managing patient in an ambulatory/day unit environment including specialist haematological treatments
- Demonstrates professional behaviour with regards to patients, carers, colleagues and others
- Delivers patient centred care including shared decision making
- Understands the importance of clinical leadership to ensure safe, effective and timely care
- Demonstrates effective teamwork with nursing and other professional colleagues
- Provides safe prescribing of specialist haematological treatments (including chemotherapy, blood components and replacement of coagulation factors) and manages complications, ensuring appropriate assessment of patients prior to treatment, recognition and management of complications.
- Demonstrates competency in bone marrow aspiration and trephine biopsies
- Demonstrates safe prescription, safety checks and delivery of intrathecal chemotherapy
In-patient Haematology: Providing continuity of care to inpatients with haematological conditions
- Demonstrates professional behaviour with regard to patients, carers, colleagues and others
- Demonstrates effective consultation skills including in challenging circumstances
- Delivers patient centred care including shared decision making
- Demonstrates safe prescription and delivery of specialist haematological treatments, including chemotherapy and transfusion support ensuring appropriate assessment of patients prior to treatment, recognition and management of complications
- Formulates and explains an appropriate diagnostic and management plan, taking into account patient preferences and the urgency required
- Appropriately manages comorbidities in haematology inpatients
- Appropriately manages complications and side effects of treatment in haematology inpatients
- Provides clinical leadership and demonstrates team working and management skills in managing patients including those with complex conditions
- Recognises and manages the deteriorating patient and refers appropriately for intensive care
- Demonstrates understanding of and follows local and national guidelines and clinical trial protocols
- Ensures continuity of patient care through the appropriate transfer of information in hospital and community demonstrating safe and effective handover and discharge planning
- Recognises need to liaise with other specialty services and refers where appropriate
Haematological Emergencies: Managing acute haematological emergencies in all environments
- Demonstrates professional behaviour with regard to patients, carers, colleagues and others
- Understands the importance of clinical leadership to ensure safe, effective and timely care
- Demonstrates prompt assessment and safe management of haematological emergencies
- Formulates and explains an appropriate diagnostic and management plan, taking into account patient preferences, and the urgency required
- Participates effectively in decision making with regard to resuscitation decisions, including decisions not to attempt CPR, and involves patients and their families
- Recognises need to liaise with other specialty services and refers where appropriate for intensive care
Managing end of life and palliative care skills
- Identifies patients with limited reversibility of their medical condition and determines ceilings of care, palliative and end of life care needs, in collaboration with the patient, family and carers.
- Manages complex symptom control including pain, nausea
- Identifies the dying patient and develops an individualised care plan, including anticipatory prescribing at end of life
- Demonstrates safe and effective use of syringe pumps in the palliative care population
- Understands the psychological consequences of terminal illness and the management of patients and their families affected by grief
- Facilitates referrals to specialist palliative care across all settings
- Demonstrates effective consultation skills in challenging circumstances
- Demonstrates compassionate professional behaviour and clinical judgement
Evidence Requirements
The SSG specifies 10 evidence sections. Each section describes what evidence to provide and how to present it.
Introduction
General guidance on the application process and curriculum framework.
Currency of evidence
Guidance on the timeframe for evidence submission.
Structured reports
Requirements for referee reports.
What to provide
- Minimum of three structured reports from nominated referees
Submitting your evidence
Instructions on how to prepare and submit evidence electronically.
How to present
Anonymise identifiable information, verify authenticity, authenticate overseas qualifications, translate documents not in English.
How much evidence to submit
Guidance on the volume and quality of evidence.
How to present
Around 100 electronically uploaded documents. Group evidence together to keep the number of individual electronic uploads manageable.
Practical Procedures
Evidence of practical procedures and level of competency.
What to provide
- DOPS for Bone marrow aspirate and trephine
- DOPS for Administration of Intrathecal chemotherapy
Specialty Procedures
Specific procedures required for the specialty.
Evidence of training, qualifications, and employment
Background evidence of training, qualifications, and employment history.
What to provide
- Primary medical qualification (PMQ)
- Specialist medical qualification(s) (e.g., MRCP(UK), FRCPath)
- Recent specialist training curriculum or syllabus
- CV
- Employment letters
- Job descriptions
- Rotas
- Departmental/Unit annual caseload statistics
- Appraisal
Generic CiPs
Evidence demonstrating generic capabilities in practice.
What to provide
- Reports from consultants (MCR)
- Multisource Feedback (MSF)
- Evidence of governance and unit management
- CPD evidence
- Reflective practice
- Patient surveys
- Mini-CEX
- QIPAT
How to present
Cross reference evidence where it supports more than one CiP.
Specialty Specific CiPs
Evidence demonstrating specialty specific capabilities in practice.
What to provide
- Reports from consultants (MCR)
- Multisource Feedback (MSF)
- Evidence of patients seen (Clinical notes, Letters)
- Teaching Observation (TO)
- Reflective practice
- FRCPath in Haematology or comparable qualification
- Patient surveys (PS)
- DOPS
How to present
Cross reference evidence where it supports more than one CiP.
Index Procedures
2 index procedures require procedural-based assessments (PBAs) with specified minimum assessors and competence levels.
| Procedure | Category | Min PBAs | Min Assessors | Min Level |
|---|---|---|---|---|
| Bone marrow aspirate and trephine | Specialty Procedures | — | — | 4 |
| Administration of Intrathecal chemotherapy | Specialty Procedures | — | — | 4 |
Knowledge Requirements
Primary Path
Evidence of completion of full MRCP(UK) or comparable qualification AND FRCPath in Haematology.
Alternative Path
A detailed, thorough and succinct cross-referencing mapping exercise, demonstrating how each and every competency in the qualification has been covered in your own qualifications.
To demonstrate core internal medical capabilities, applicants need to provide MRCP (UK) or a comparable assessment of applied knowledge showing the application of core skills including outpatient capability.
Referee Requirements
Referee Reports Required
- Current Head of Department or other senior colleague with knowledge of the breadth of your clinical activity (ideally an Educational Supervisor with at least 5 years experience)
- One Internal medicine referee of consultant level who is able to provide comments based on direct observation
- At least one other report from a colleague working with you at consultant level in your specialty
Volume and Assessment Targets
The SSG specifies minimum volume and assessment targets for this specialty.
Reflection (Case-based discussion and/or mini-CEX, MDT cases, etc.)
Supervised Learning Events (SLEs)
DOPS for Bone marrow aspirate and trephine
Workplace Based Assessments (WPBAs)
Quality Improvement Project Assessment Tool (QIPAT)
Service audit or development projects
Patient Survey (PS)
Formal patient feedback
Teaching observation (TO)
Teaching observation
Multi Source Feedback (MSF)
Anonymous feedback exercise
Appraisal
Appraisals
Multiple Consultant Report (MCR)
Supervisor reports
Currency Window & Evidence Volume
Currency Window
Years
Evidence of your recent practice will be given more weight to reflect current capabilities and we suggest that approximately 50% of your evidence for a curriculum outcome is drawn from within the last five years of clinical practice (WTE).
Evidence Volume
around 100 electronically uploaded documents
Additional Notes
Triangulated evidence (evidence comprised of three different sources) will make a stronger application.
Evidence of your recent practice (<within the last 5 years of clinical practise (WTE)) will be given more weight.
Do not submit original documents. You must provide your evidence electronically.
Evidence should only be cross referenced where it adds significant support to a CiP.
You must provide evidence of your current capability against the high level learning outcomes of the curriculum. This includes the maintenance of CiPs and key skills all evidence should be clearly linked to the CiPs.
Frequently Asked Questions
What is the Haematology CESR portfolio?
How many framework units does Haematology require?
What evidence is required for Haematology specialist registration?
How long is the currency window for Haematology?
What index procedures are required for Haematology?
Related Specialties
Start Your Haematology Portfolio
Map your evidence to the Haematology framework, track readiness, and export your GMC submission.
