This course is currently full.  Please add your details to the waiting list.  A further course is available to book: click here for details.

Event details

This course is designed for anyone who is new to the role of Practice Manager or for those who would like to understand the role in more detail.

This will be delivered via Microsoft Teams over two short days, a week apart.

Previous Feedback
“Our trainer was excellent, extremely knowledgeable & able to deliver to us newbies in understandable, layman’s terms”
“Only to say that I really enjoyed the course. Great content, explained really well, easy to follow and really useful resources shared. Thank you”
“Brilliant course and very well run. Heather is amazing!”

Module 1 – Workforce management

  • Policies and procedures
  • COVID policies
  • Recruitment
  • References/DBS
  • Confidentiality
  • Uniforms/badges
  • Appraisals/Training Needs Analysis
  • Training – mandatory courses
  • Communication electronic and verbal
  • Meetings
  • FPM offer support
  • MBWA
  • Succession planning and workforce planning
  • Skill mix

Module 2 – Business planning and processes

  • Partnership ethic and involvement of all stakeholders
  • Mission statement
  • Strategic planning
  • Business/action planning
  • Decision making processes
  • Change management and evaluation
  • Ownership of changes agreed
  • Evaluation processes
  • Communication systems

Module 3 – Partnerships

  • Types of contract / GP Contract Reforms 2020/2021
  • Performer’s List
  • Partnership agreement
  • Buildings agreement
  • Revalidation for GPs
  • Insurances
  • CQC (Care Quality Commission) registration

Module 4 – Finance

  • Maximising income
  • SFE (Statement of Financial Entitlements)
  • NHS Long Term Plan
  • Enhanced service
  • Claims for utilities
  • Non NHS income
  • Open Exeter
  • CQRS
  • Benchmarking
  • Controlling expenditure
  • Best value purchasing
  • Contract reviews
  • Best use of payment and income terms
  • Efficient stock control
  • Invoice logging
  • General accounting
  • Income/expenditure budget
  • Petty cash control
  • Bank reconciliation
  • AISMA accountants
  • Partnership income/drawings, tax and savings
  • Allocation of partnership shares
  • Financial year ends
  • Bank charges
  • Payroll
  • Cost efficient method of managing payroll
  • RTI – Real Time Information
  • NHS pensions and alternative pensions schemes
  • Apprentices
  • National minimum wage/Living wage
  • Agenda for Change

Module 5 – Unlocking the potential of IT in your practice

  • Using IT effectively
  • Clinical software
  • IT functions to measure performance, data quality and quality audits
  • Use of templates
  • Read/Snomed coding/policy
  • Telephony
  • Labour saving devices

Module 6 – “Involving” patients and service delivery

  • PPGs (patient participation groups)
  • Complaints procedure
  • The Family and Friends Test
  • Patient surveys and reviews

Module 7 – Health and Safety

  • Building maintenance and equipment
  • Contractors on site
  • Recycling of all waste and medication
  • DEC – Display Energy Certificate
  • Calibration of medical equipment
  • PAT testing
  • Risk assessments
  • Testing for Legionella
  • Infection control
  • Hand washing
  • Cleaning schedule
  • Trained first aiders
  • Disaster recovery plan/business continuity plan
  • Fire extinguisher training
  • Fire safety policy
  • Accident Book

Module 8 – The future of primary care and ongoing support for the management of the practice

  • CCGs – Clinical Commissioning Groups
  • Mergers and federating
  • PCNs- Primary Care Networks
  • IFF – Investment and Impact Fund
  • ICS – Integrated Care Services
  • Partnerships and Limited Companies
  • Partners and Directors

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Cancellations with a full refund will be accepted up to and including 15 days prior to the event.  Any refund request for places cancelled after this date will not be refunded.