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.
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
- COSHH
- 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
