Event details

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

Course Content ITPM

Module 1 – Workforce management

  • Policies and procedures
  • Recruitment and induction
  • Confidentiality
  • Uniforms/badges
  • Appraisals/Training Needs Analysis
  • Training
  • Communication (electronic and verbal)
  • Succession planning and workforce planning

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 – Partnership

  • Types of contracts
  • Performer’s List
  • Partnership agreement
  • Building agreement
  • Revalidation for GPs
  • Insurances
  • CQC (Care Quality Commission) registration

Module 4 – Finance

  • Maximising income
    • SFE (Statement of Financial Entitlements)
    • Area teams, Capita
    • Enhanced services, QOF
    • Claims for rent, rates, clinical waste, refuse and water
    • Medical reports and copies of patient’s notes
    • Non NHS income
    • Open Exeter/payment agencies
  • Controlling expenditure
    • Best value purchasing
    • Review annually all ongoing contracts, e.g. insurance, utilities, maintenance
    • Best use of payment and income terms
    • Efficient stock control
    • Invoice logging
  • General accounting
    • Income/expenditure budget
    • Petty cash control
    • Bank reconciliation
    • Allocation of partnership shares
    • Financial year ends
    • Bank charges
  • Payroll
    • Cost efficient method of managing payroll
    • NHS pension administration

Module 5 – Unlocking the potential of IT in your practice

  • All partners using IT efficiently
  • Eireferral system
  • Use of IT auditing functions for LES, DES, vaccinations and immunisations
  • Quality audits for clinical and prescribing data
  • Use of templates
  • Read coding
  • Standard policy for practice coding
  • Telephony
  • Labour saving devices

Module 6 – “Involving” patients and service delivery

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

Module 7 – Health and Safety

  • Building maintenance and equipment
  • Supervising contractors on site
  • Recycling all waste and medication
  • DEC – Display Energy Certificate
  • Calibration of medical equipment
  • PAT testing
  • Risk assessments
  • Infection control/ cleaning schedule
  • Trained first aiders
  • Disaster recovery plan/business continuity plan
  • Fire extinguisher training
  • Fire safety policy
  • RIDDOR/Accident book

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

  • What is clinical commissioning?
  • Mergers and federating
  • Service provision
  • Stakeholder analysis
  • Establishment of networks
  • FPM – discussion forum
  • Action learning sets

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Travelling to Essex Equip By Car:

There is NO parking at the venue, but the public pay and display car park can be found on Newland Drive (CM8 2AP) about 300 yards away.  £6 for the whole day or for further tariff, please see Braintree Council Website

From the car park walk back to Collingwood Rd and then back up to the traffic lights. At the traffic lights turn left onto Newland St. (The George PH is on the corner) carry on walking until you reach the zebra crossing (outside the Public Library), cross the road and head towards the Dorothy L Sayers Statue and the Job Centre. Our entrance just at the rear of the Job Centre.

By Train

It is a 7 min walk from Witham Railway Station, head towards the town, turn left at THE AVENUE, continue walking down The Avenue to the junction with Newland Street, then turn right, carry on walking until you reach the zebra crossing (outside the Public Library), cross the road and head towards the Job Centre. Our entrance is just at the rear of the Job Centre.

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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.