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Course Content: Introduction to Practice Management

Course Content: Introduction to Practice Management

A full day (7 hours) either on site individually or to a group of practice managers

Module 1  Human Resources

  • Policies and procedures
  • Confidentiality
  • Uniforms/badges
  • Appraisals/Training Needs Analysis
  • Training, including mandatory courses, e.g. hand washing, manual handling, CPR, Safeguarding Vulnerable Adults and Children, equality and diversity
  • Communication
  • Meetings  - staff and team
  • Staff newsletters, notice boards, emails
  • Attitude towards staff – what are the pitfalls with manager/staff relations
  • Mandatory meetings, e.g. significant reviews, palliative care and complaints

Module 2  Finance

  • Maximising income
    • LESs, DESs, QOF
    • Claims for rent, rates, clinical waste and refuse
    • 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
    • FPM Buying Club
    • Best use of payment and income terms
    • Efficient stock control - – nominate a member of staff to order both stationery and clinical supplies on a monthly basis 
    • Invoice logging
  • General accounting
    • Budgetary control
    • Petty cash control
    • Bank reconciliation
    • Set up a meeting with the specialist medical accountants
    • Partnership income tax and saving
    • Partners’ drawings
    • Allocation of partnership shares
    • Financial year ends, e.g. payroll, pension, accounting and QOF
    • Bank charges
  • Payroll
    • Cost efficient method of managing payroll
    • NHS pension administration and opting out

Module 3  Partnership

  • Types of partnership, e.g. GMS, PMS, APMS (Alternative Provider of Medical Services) and relationship to the services agency. 
  • Membership of GMC (General Medical Council), MDU (Medical Defence Union), MPS (Medical Protection Society), MDDUS (Medical and Dental Defence Union of Scotland), BMA (British Medical Association)
  • Partnership agreement and buildings agreement
  • Revalidation for GPs
  • Insurances - locum, business interruption, riot and civil unrest
  • CQC (Care Quality Commission) registration

Module 4  Business planning and processes

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

Module 5  Maximising use of IT

  • All partners using IT efficiently
  • Choose and Book
  • Use of IT auditing functions for LES, DES, vaccinations and immunisations
  • Quality audits for clinical and prescribing data
  • Use of templates
  • Read coding
  • IT control of medicines management
  • Telephony - ensure the practice has the right contract for them 
  • Patient call systems
  • Practice intranet and website 
  • Online prescription ordering
  • Text messaging
  • Automated check-in
  • QMAS (Quality Management and Analysis System)

Module 6  Health and Safety

  • Building maintenance and equipment and recording information for easy access
  • Supervising contractors on site
  • Calibration of medical equipment
  • PAT testing
  • Risk assessment
  • COSHH
  • Infection control
  • Trained first aiders
  • Disaster recovery plan
  • Fire extinguisher training
  • Fire safety policy

Module 7  Clinical commissioning

  • What is clinical commissioning?
  • The Health and Social Care Bill
  • Implications for the practice
  • Pharmacies, dentists, optometrists
  • Palliative care nurses, district nurses, health visitors

Module 8  Networking

  • Stakeholder analysis
  • Establishment of networks
  • Practice manager network
  • FPM – discussion forum
  • Action learning sets
  • People to meet

Module 9  Patient matters

  • PPGs (patient participation groups)
  • Complaints procedure

Download a word version of the course agenda for Introduction to Practice Management