Virtual Appraisal Guidance

Module created August 2020 - Reviewed March 2022

Man LaptopWelcome to our guidance resource for Appraisers undertaking virtual appraisals.

The coronavirus pandemic changed the way in which doctors interact with each other as well as patients. Social distancing measures meant that virtual meetings in general were far more widely used than ever before. As appraisal traditionally involves a 1:1 meeting this meant we had to adapt to these new circumstances. In some cases doctors felt more comfortable having their appraisal virtually to avoid travel and unnecessary contact with others.

Following the use of virtual meetings the RSU evaluated the virtual medical appraisals in terms of acceptability, experience and quality of outputs. The evaluation recommended that virtual appraisal continues to be an available option for appraisal based on mutual agreement of the appraisee and Appraiser. This position has now been approved by the Wales Revalidation Oversight Group which the Chief Medical Officer for Wales is Chair.

This resource is designed to guide you through best practice when undertaking these types of appraisals.

We hope that you find this informative and useful in understanding the following topics:

  • What is a virtual appraisal
  • What platforms/software are recommended and how to access tutorials for these
  • How to effectively prepare for a virtual appraisal
  • How to effectively conduct a virtual appraisal

This resource is managed by the Revalidation Support Unit (RSU) within Health Education Improvement Wales and originally developed in August 2020. The contributors include Roger Morris, GP Appraisal Co-ordinator Cardiff, Esther Youd, Appraiser Cwm Taf Morgannwg, Katie Leighton and Miriam Davies RSU.

A review has since been undertaken, and the module was updated in March 2022.


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