Introduction to Practice Management

Wessex Local Medical Committees event

Thursday 13 June 2024 at A smart device near you!

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This is a multi-day (non-consecutive) event.

Times: 10:00 - 15:00

Speakers

Heather Burgan Cook

This is a 2 Day course: 

• Thursday 13th June 2024
• Thursday 20th June 2024

Please ensure you are able to attend both dates beforebooking.

Introduction

This virtual course will suit recently appointed practice managers who are new to the NHS, deputy practice managers or those aspiring to be practice managers. It will provide information and support to understand the key areas which need to be addressed when managing a busy and successful practice.

Aims

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: Partnership

• Types of contract / Annual GP Contract Reforms
• Performer’s List
• Partnership agreement
• Buildings agreement
• Re-validation for GPs
• Insurances
• CQC (Care Quality Commission) registration

Module 4: Finance

• Maximising income
  • SFE (Statement of Financial Entitlements)
  • NHS Long Term Plan
  • Enhanced service
  • QOF & COVID
  • 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: 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
• COSHH
• RIDDOR
• 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 6: 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 7:"Involving" patients and service delivery

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

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

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

Practice and Practice Manager support

• LMCs – Local Medical Committees
• FPM Forum and Bulletins
• Facebook PM group
• Professional people to meet,
• FPM HR support
• Local peer support

Due to the wide content of the day, it is not possible to go in depth into all areas, however, delegates will receive a fully informative manual (posted to your home or practice) with lots of resources to refer to on the day and in the future.

PLEASE NOTE:

The contact details of all delegates will be sent to the Trainers so that they can send the links to join the meeting Via WEBEX, and the additional training materials mentioned above.  Continuation to booking will be taken as tacit approval of this.

Previous Delegate Feedback

"My member of staff went on the introduction to practice management course last year and as well as finding it very enjoyable and informative it has given her a completely different perspective on some of the complexities of running general practice and has improved her performance.  She now has greater job satisfaction in knowing that she is very instrumental in the successful achievement of the areas of work she is involved in. We have now promoted another member of staff to Patient Services Manager which basically means that she takes care of most aspects of the day to day running of the practice.  I think that staff at this level are now vital in practices so that practice managers can develop business skills to face these challenging times"

"Excellent delivery. I now feel that I am supported fully in my future role" 

Trainer

Heather Burgan-Cook, Recruitment, Training & Management Consultant

Heather has worked in primary care since 2008, initially as strategic business development in a GP practice and then joining the FPM team in 2015. Having successfully delivered training for Wessex LMC for many years, she adapted the popular ITPM course to be a remote delivery, which has proven to be a popular, effective and efficient programme. Heather describes her delivery as inclusive, engaging and PowerPoint free!

Please note this session will NOT be recorded

Subsidised Booking Options

Wessex LMCs hold a number of funds for different organisations, specifically for training purposes.  By using these funds, many of our 'members' are able to access training without direct recourse to Practice Funds.  It is important that you select the appropriate funding option in the booking process, so that we can assign your booking to the correct funding stream, and here is some guidance to help you decide.

All GPs and Members of Staff working within GP Practices in the Wessex LMCs' catchment area 

Please use this option if you are working in a Practice in the Wessex LMC catchment area and do not fit into one of the other options on offer.  This option may, or may not, have a cost attached.

Non Members 

Please use this option if you are not working in a Practice in the Wessex LMCs catchment area. 

Location details

A smart device near you!

Is the training accessible to wheelchairs? Yes

Main contact

Name: Wessex Lead

Email: lead@wessexlmcs.org.uk

Phone: 023 8025 3874

If you have any communication or mobility needs that the event organisers need to be aware of please contact them in advance of the course to let them know.