Introduction to Practice Management

Education & Events

Introduction to Practice Management

Event Summary

Whether you are a new Practice Manager or the next step on your Career path is to be a Practice Manager – it is important that you become operationally effective as soon as possible. This course will help you do just that.

Thursday, 11 March 2027 - Thursday, 18 March
10:00 - 15:00
Heather Burgan Cook Zoom, Hampshire, United Kingdom

Main Contact

Lead Team
02380 253874
This training course is accessible for wheelchair users.
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.

Event Speakers & Trainers

 Heather Cook
Heather Cook
Speaker/Trainer
This training will be run over Zoom. To participate you will need to install Zoom on your device, and ensure it is has a microphone, speaker, and camera. Please Note: Some trainers will no longer allow you to stay on the call if you do not have your camera operating, without good reason. If this is the case you will not be reimbursed for the course.

Log into Zoom 09:45 sessions run 10:00 to 15:00Β 

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

  • Day 1 - Thursday 11th March 2027
  • Day 2Β -Β Thursday 18th March 2027

Please ensure you are able to attend both the above dates before booking.

Introduction

Whether you are a new Practice Manager or the next step on your Career path is to be a Practice Manager – it is important that you become operationally effective as soon as possible.Β 

Even if you are an existing Practice Manager you may find the opportunity to review your current skills and knowledge and plug any gaps.

All this whilst at the same time networking with other Practice Managers.

Aims & Objectives

This workshop will;

  • Fastrack delegates’ orientation into the role of Practice Manager,
  • enable existing Practice Managers to benchmark themselves against suggested best Practice and
  • give prospective Practice Managers the opportunity to identify skills and/or experience gaps that they then may need to address

There are also opportunities for peer-to- peer learning and self-reflection.

The highly successful delivery style of this workshop is a trainer led, information rich facilitated conversation with delegates that promotes engagement, as well as peer-to-peer learning. Whilst support materials are provided, delegates are encouraged to take notes that summarise the most important information and learning points for them and their workplace.

Content

Workforce Management

  • Policies and procedures
  • Remote working
  • Recruitment
  • References/DBS
  • Confidentiality and encryption
  • Uniforms, badges and dresscode
  • Induction
  • Appraisals/Training Needs Analysis
  • Training and mandatory courses
  • Vaccinations
  • Communications
  • Meetings
  • Staff as patients
  • Employment law
  • Protected characteristics
  • Succession planning and workforce planning
  • Skill mix

"Involving" patients and service delivery

  • PPGs (patient participation groups)
  • Complaints procedure
  • Patient surveys and reviews

Using IT efficiently

  • Using IT effectively
  • Clinical software
  • The use of AI
  • IT functions to measure performance, data quality and quality audits
  • Use of templates
  • Coding/policy
  • Telephony
  • Labour saving devices

Health and Safety

  • Staff and Patient 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
  • Accident Book
  • Infection Control
  • Testing for Legionella
  • Hand washing
  • Cleaning schedule
  • Spillage kits
  • Trained first aiders
  • Disaster recovery plan/business continuity
  • Fire Safety
  • Fire extinguisher training
  • Fire safety policy

Finance

  • Maximising income
    • SFE (Statement of Financial Entitlements)
    • Enhanced service
    • QOF
    • PCNs
    • Claims for utilities
    • Non-NHS income
    • GP statements online
    • CQRS
    • Benchmarking
  • Controlling expenditure
    • Best value purchasing
    • Contract reviews
    • Best use of payment and income terms
    • Cashflow
    • 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
    • MTD – Making Tax Digital
  • Payroll
    • Cost efficient method of managing payroll
    • RTI – Real Time Information
    • NHS pensions and alternative pensions schemes with thresholds
    • Apprentices
    • National minimum wage/Living wage
    • Agenda for Change

Partnerships - Limited Companies

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

Business planning and processes

  • Partnership ethic and involvement of all stakeholders
  • Mission statement/core values
  • Strategic planning
  • Process mapping
  • Business/action planning
  • Decision making processes
  • RACI Matrix
  • Change management and evaluation
  • Ownership of changes agreed
  • PDSA
  • Evaluation processes
  • Communication systems

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

  • Primary Care Networks (England)
  • Federations
  • Integrated Care Boards
  • Neighbourhoods
  • Support networks – social media – peer to peer support and learning

Previous Delegate Feedback

"Heather has been an inspiring and engaging tutor and is clearly experienced to deliver this session. She has shared many examples relevant to each topic covered. I enjoyed it that much I would probably go on it again. Really enjoyed Heathers style of teaching!"

This event is not being recorded

Event Speakers & Trainers

 Heather Cook
Heather Cook
Trainer

Heather Cook, Recruitment, Training & Management Consultant (HCC Ltd)

Heather has worked in primary care since 2008 and also has a previous corporate background in commercial and strategic business development as a Commercial Director. After working for 6 years in GP and Pharmacy management; Heather joined the FPM team to offer independent consultancy services within all aspects of Primary Care. In 2021, she adapted the popular ITPM training to be an on-line delivery which has proven to become a popular, effective and efficient programme, sharing her own knowledge and experience on a practical level.

Heather describes her delivery as inclusive, engaging and PowerPoint free!

Price List 

Name

Description

Price (Inc VAT)

All GPs and members of staff working within GP practices in Wessex LMCs’ catchment area

This option is for everyone working in a GP practice in Wessex LMC's catchment area, that does not fit into one of the other options on offer.

£350.00

Non Members

This is the cost if you are not working in a practice in the Wessex LMCs' catchment area. £700.00

Waiting List

Please be advised there are spaces available on this course unless it states otherwise. If a course is full you will be given the option to book on the waiting list. If you are on the waiting list and a place becomes available, you will be notified automatically via email, you do NOT need to contact Wessex LMCs. 

Cancellations

Please note cancellations two weeks prior to the event will not be refundable, however you are very welcome to substitute another delegate to attend the course to prevent your practice missing out on the training. Any admissible cancellations will incur an administration fee of £15 if the event fee is £100 or over and £10 if the event fee is £99 or under.

Attendance Details

In certain circumstances, we will share details of attendance or non-attendance with the person who booked and/or funded this course for the delegate. If you have any objection to your attendance status being shared, please can you contact Louise Greenwood (Wessex LMCs Director of Education & Training) at least 48 hours before the start of the training at louise.greenwood@wessexlmcs.org.uk

Sponsorship

This event may be sponsored so companies have the opportunity to promote their product(s) at the start of the meeting. No sponsors have been involved in the selection of speakers, agenda items, or any other matters relating to this training. Your name and practice will be shared with the sponsor representative, but not your email address.

Further Dates

Introduction to Practice Management
10 November
10:00 - 15:00
FPM Zoom
Event Information

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.

Introduction to Practice Management
7 July
10:00 - 15:00
Heather Burgan Cook Zoom
Event Information

Introduction

Whether you are a new Practice Manager or the next step on your Career path is to be a Practice Manager – it is important that you become operationally effective as soon as possible. This course will help you do just that.