Immunology (Allergy, Clinical and Laboratory Immunology) CESR Portfolio Guide
Complete guide to the Immunology (Allergy, Clinical and Laboratory Immunology) Portfolio Pathway: 14 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).
SSG Version: 04/02/2025
Capabilities in Practice (CiPs)
The Immunology (Allergy, Clinical and Laboratory Immunology) SSG defines 14 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
Managing, developing, and delivering allergy services in all appropriate service settings
- Demonstrates effective clinical management of allergic diseases and other conditions that can present with features of allergic disease
- Demonstrates professional behaviour with regard to patients, carers, colleagues and others
- Delivers patient centred care including shared decision making
- Demonstrates effective consultation skills
- Formulates an appropriate diagnostic and management plan, taking into account patient preferences
- Explains clinical reasoning behind diagnostic and clinical management decisions to patients/carers/guardians and their colleagues and clearly communicates risk/benefit analysis of proposed interventions.
- Takes a relevant patient history including patient symptoms, concerns, priorities and preferences
- Shows appropriate clinical reasoning by analysing physical and psychological findings
- Formulates an appropriate differential diagnosis
- Formulates an appropriate diagnostic and management plan, taking into account patient preferences, available resources, the urgency of intervention and the risk/benefit ratio of potential interventions
Managing, developing, and delivering clinical immunology services in all appropriate service settings
- Demonstrates effective clinical management of primarily immunological conditions and other conditions that can mimic immunological disease
- Delivers patient centred care including shared decision making
- Demonstrates effective consultation skills
- Formulates an appropriate diagnostic and management plan, taking into account patient preferences
- Explains clinical reasoning behind diagnostic and clinical management decisions to patients/carers/guardians and other colleagues and clearly communicates risk/benefit analysis of proposed interventions.
- Takes a relevant patient history including patient symptoms, concerns, priorities and preferences
- Shows appropriate clinical reasoning by analysing physical, immunological and psychological information
- Formulates an appropriate differential diagnosis
- Formulates an appropriate diagnostic and management plan, taking into account patient preferences, available resources, the urgency of intervention and the risk/benefit ratio of potential interventions
Providing advice to colleagues on selection, interpretation and limitations of laboratory and other investigations for common immunological and allergic conditions
- Demonstrates understanding of the principles and utility of commonly used investigations for diagnosis and monitoring for immunological and allergic conditions and their limitations
- Understands and can manage uncertainty in the interpretation of immunological tests and its effect on diagnostic utility
- Demonstrates ability to select appropriate tests and to interpret test results appropriately in patients with suspected allergic and immunological conditions
- Demonstrates ability to explain the clinical reasoning behind diagnostic decisions to patients/carers/guardians and other colleagues.
- Demonstrates ability to advise patients, colleagues, and an MDT on interpretation of test results and choice of test
- Demonstrates understanding of genomics and impact of investigations on the diagnosis and treatment of allergic and immunological disease
Supporting the management of patients with allergy, immunodeficiency, auto-immune disease, and auto-inflammatory disease, in liaison with other specialties including primary care
- Demonstrates ability to develop effective management plans for patients with allergic and immunological conditions in a variety of care settings
- Demonstrates effective liaison with other specialties including primary care in the management of patients with suspected allergic and immunological disease
- Participates in the development of pathways and/or protocols for patients with allergic and immunological diseases
- Participates actively in the multi-disciplinary team
- Recognises the importance of prompt and accurate information sharing with primary care team
- Accurate and appropriate confirmation or exclusion of allergic conditions
- Supporting identification of allergic and non-allergic diseases
Delivering and supporting both immune-mediated and other therapeutic interventions in allergic and immunological conditions
- Demonstrate ability to deliver effective: Therapeutic interventions for allergic and immunological conditions including: Immunoglobulin, C1 Inhibitor and other treatments for angioedema, Immunotherapy, Desensitisation therapies
- Biologics
- Rescue medications
- Sequencing of therapies
- Treatment and follow up of patients with anaphylaxis
- Support for patients and their carers, on self-care and home therapies
Understanding the needs of adolescents and young adults with allergic and immunological diseases transitioning to adulthood.
- Demonstrate ability to deliver transition services in accordance with national guidelines by: Understanding behavioural and psychosocial issues in transition, Developing effective plans for transition between paediatric and adult services, Effective communication with the patients and when appropriate their carers
Able to deliver a clinical laboratory liaison service to support investigation and management of allergic and immunological disorders across primary and secondary care
- Demonstrates ability to liaise with laboratory and clinical users to develop optimised, evidence-based pathways for use of immunological laboratory testing
- Demonstrates expertise in the selection, interpretation, and limitations of immunological tests
- Demonstrates ability to deliver effective demand management
- Promotes the use of evidence-based tests, critical evaluation of data and awareness of tests of unproven value and is able to advise patients and colleagues appropriately
- Demonstrates ability to analyse and critically interpret laboratory statistical data and to make informed decisions regarding assay selection, performance, and demand management
- Demonstrates ability to provide advanced interpretative
Able to lead, supervise and deliver immunology laboratory diagnostic services
- Demonstrates comprehensive knowledge of laboratory management, organisation, quality assurance and laboratory accreditation sufficient to lead a diagnostic laboratory
- Demonstrates ability to provide clinical leadership of a diagnostic laboratory including quality, financial and regulatory requirements
- Demonstrates ability to review and provide oversight of test repertoire and new test introduction
- Understands effective resource management in the use of laboratory investigations
- Demonstrates the ability to critically appraise the literature and effective introduction and validation of new laboratory investigations
Evidence Requirements
The SSG specifies 10 evidence sections. Each section describes what evidence to provide and how to present it.
Introduction
Helpful information and guidance to enable you to make an application for specialist registration in Immunology.
How to present
Read in conjunction with the curricula.
Currency of evidence
Evidence of recent practice to confirm the maintenance of the skill or competency.
What to provide
- Evidence of recent practice (within the last five years of clinical practice WTE)
How to present
Approximately 50% of your evidence for a curriculum outcome is drawn from within the last five years of clinical practice (WTE).
Structured reports
Nominate a minimum of four referees for the GMC to obtain structured reports from.
What to provide
- Current Head of Department or other senior colleague
- One report from a laboratory director or equivalent
- At least one further report from colleagues working with you at consultant level in both Allergy and Immunology
How to present
Nominate referees in the application.
Submitting your evidence
Instructions on how to submit evidence electronically.
What to provide
- Anonymised (redacted) identifiable information
- Verified evidence to confirm its authenticity
- Authenticated overseas qualifications
- Translated documents not in English
How to present
Submit electronically following the structure in the user guide.
How much evidence to submit
Guidance on the volume and quality of evidence.
What to provide
- Around 100 electronically uploaded documents
- Evidence showing ability to assess and offer a first opinion in any setting and for any age
- Evidence from a variety of clinical settings
How to present
Group evidence together to keep the number of individual electronic uploads manageable. Do not duplicate evidence; cross-reference instead.
Evidence of training, qualifications, and employment
Background evidence allowing evaluators to see your whole career pathway.
What to provide
- Primary medical qualification (PMQ)
- Specialist medical qualification(s)
- Evidence of completion of full MRCP(UK) or comparable qualification (MRCPCH is acceptable)
- Evidence of completion of appropriate test of knowledge - FRCPath Parts 1 & 2 or a comparable qualification
- Recent specialist training curriculum or syllabus
- CV
- Employment letters
- Job descriptions
- Rotas
- Departmental/Unit annual caseload statistics
- Appraisal
How to present
Submit evidence electronically under the correct section of your online application.
Practical Procedures
Evidence of practical procedures and the level of competency.
What to provide
- Logbooks
- DOPS
How to present
Provide evidence for procedures using logbooks and DOPS.
Specialty Procedures
Specific procedures required for the specialty.
What to provide
- Skin Prick Testing
- Intradermal Testing
- Drug Provocation Test
- Food Provocation Test
- Drug Desensitization
- Aeroallergen Immunotherapy
- Venom Immunotherapy
- Perioperative anaphylaxis assessment
- Spirometry
- Fractional Exhaled nitric oxide (FeNO)
- Anterior Rhinoscopy
How to present
Demonstrate competence to perform unsupervised.
Generic CiPs
Evidence demonstrating generic capabilities in practice.
What to provide
- Reports from consultants (MCR)
- Multisource Feedback (MSF)
- Evidence of taking an active role in governance structures
- Evidence of attendance at an NHS / health service management course
- CPD evidence
- Reflective diaries
- Patient survey
- Mini-CEX
- Evidence of involvement in making 'best interests' decisions
- Evidence of completion of Good Clinical Practice (GCP) training
- Documented evidence of research activity
- Presentations or publications
- Teaching Observation (TO)
How to present
Cross reference evidence that supports more than one CiP.
Specialty Specific CiPs
Evidence demonstrating specialty specific capabilities in practice.
What to provide
- Multisource Feedback (MSF)
- Multiple consultant report (MCR)
- CbD
- Mini-CEX
- DOPS
- Patient survey
- QIPAT
- Evidence of reflective practice
- FRCPath examinations or comparable test of knowledge
- Evidence of presentations
- Publications
- Clinic letters
- Evidence of participation in accreditation processes
- Evidence of learning advanced life support techniques (ALS certificate)
- Evidence of participation in verification and validation
How to present
Demonstrate currently practising at the level of 'entrusted to act independently' in all specialty CiPs.
Index Procedures
11 index procedures require procedural-based assessments (PBAs) with specified minimum assessors and competence levels.
| Procedure | Category | Min PBAs | Min Assessors | Min Level |
|---|---|---|---|---|
| Skin Prick Testing | Specialty Procedures | — | — | 4 |
| Intradermal Testing | Specialty Procedures | — | — | 4 |
| Drug Provocation Test | Specialty Procedures | — | — | 4 |
| Food Provocation Test | Specialty Procedures | — | — | 4 |
| Drug Desensitization | Specialty Procedures | — | — | 4 |
| Aeroallergen Immunotherapy | Specialty Procedures | — | — | 4 |
| Venom Immunotherapy | Specialty Procedures | — | — | 4 |
| Perioperative anaphylaxis assessment | Specialty Procedures | — | — | 4 |
| Spirometry | Specialty Procedures | — | — | 4 |
| Fractional Exhaled nitric oxide (FeNO) | Specialty Procedures | — | — | 4 |
| Anterior Rhinoscopy | Specialty Procedures | — | — | 4 |
Knowledge Requirements
Primary Path
Evidence of completion of full MRCP(UK) or comparable qualification (MRCPCH is acceptable) AND Evidence of completion of appropriate test of knowledge - FRCPath Parts 1 & 2 or a comparable qualification.
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.
If your specialist medical qualification is from outside the UK, please ensure that you provide the following evidence in addition to your qualification: Training curriculum or examination syllabus, Formal period assessments completed during training.
Referee Requirements
Referee Reports Required
Recent
- Current Head of Department or other senior colleague (ideally an Educational Supervisor with at least 5 years' experience)
- One report from a laboratory director or equivalent
- At least one further report from colleagues working with you at consultant level in both Allergy and Immunology
Volume and Assessment Targets
The SSG specifies minimum volume and assessment targets for this specialty.
Outpatient Care Assessment Tool (OPCAT)
OPCAT
Case-based discussion and/or mini-clinical evaluation exercise (mini-CEX)
CbD/Mini-CEX
Quality Improvement Project Assessment Tool (QIPAT)
QIPAT
Patient Survey (PS)
Patient Survey
Teaching observation (TO)
TO
Multi Source Feedback (MSF)
MSF
Multiple Consultant Report (MCR)
MCR
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
An application has been made to change the name of the specialty to Allergy, Clinical and Laboratory Immunology and both names are used within this document.
Triangulated evidence (evidence comprised of three different sources) will make a stronger application.
Ensure you have evidence demonstrating core medical knowledge and application of this knowledge in practice to the level of two years of Internal Medicine stage 1 training.
Frequently Asked Questions
What is the Immunology (Allergy, Clinical and Laboratory Immunology) CESR portfolio?
How many framework units does Immunology (Allergy, Clinical and Laboratory Immunology) require?
What evidence is required for Immunology (Allergy, Clinical and Laboratory Immunology) specialist registration?
How long is the currency window for Immunology (Allergy, Clinical and Laboratory Immunology)?
What index procedures are required for Immunology (Allergy, Clinical and Laboratory Immunology)?
Related Specialties
Start Your Immunology (Allergy, Clinical and Laboratory Immunology) Portfolio
Map your evidence to the Immunology (Allergy, Clinical and Laboratory Immunology) framework, track readiness, and export your GMC submission.
