Guidance

Budgets and Cashflow

Matt Perkins, one of our PM Supporters will lead another of his webinars for all those involved new to practice management finance. He will be supported by Sue Scott, another of our PM Supporters who also has a lot of experience in managing the finances of practices. As ever, the session will be practical, relevant and Matt’s guidance will be easy to implement.

During this session we will look at how the finances of practices work and the systems & processes you might want to set up to enable you to manage them. We have all been new and know how it feels – you will come away with more knowledge and confidence having attended this session

Budget blank template

Cash flow calculator blank

Income reporting checklist

Salary totals blank

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FP34s and Prescribing Drugs Income

Presented by Richard Hole, Ash Lane Consulting. This 15 minute recorded webinar introduces you to Personally Administered Items and explains how the FP34 claims process leads to the payment of Prescribing Drugs Income. Specifically it covers:

  • ‘Personally Administered Items’ defined
  • How to identify the PAIs the practice purchases
  • How PAI ‘Prescribing Drugs Payments’ are calculated
  • The importance of PAI income to the practice

www.ashlane.co.uk/fp34-personally-administered-items/

Suitable for:

  • Managers and administrators involved in purchasing, claiming, accounting for PAIs.
  • Nurses and doctors who administer PAIs to patients and update the clinical system patient records.

Watch the FREE webinar here

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Half-way through the Financial Year – Where are we (and where should we be)

Roger Morgan (Accountant from Azets) will lead this 2 hour session for any Managers in the Practice looking at the: Half-way through the Financial Year – Where are we (and where should we be)?

Sue Scott, one of our PM Supporters will assist Roger in making sure that all the practical questions that PMs need to know are addressed

Click here to purchase the video recording

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New to Practice Finance – Where do I start?

This ‘bite-size’ is session specifically designed for Practice Managers and Team Leaders, led by Matt Perkins & Sue Scott – two of our Practice Manager Supporters.

Matt and Sue are both experienced with running practice finances, but know what it is like to start in a new practice where you don’t know anything about how the finances work.  They will share their experiences with you, will show you how to organise the finances and what your priorities should be.  A recorded session on getting the best out of your practice finances.

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Managing the Finances

In this podcast Louise Greenwood speaks to Wessex LMCs PM Supporter Sue Scott about managing finances in practice and tips which can be used to support you.

Listen to the podcast here

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Planning for the Beginning of the Financial Year

This podcast looks at the end of the financial year & planning for the new one, budgeting, the Ready Reckoner and lots more

NHS Ready Reckoner

Listen to the podcast here

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Planning for the End of the Financial Year

Matt Perkins, PM Supporter & PM in the New Forest, discusses what PMs need to think about as the end of the financial year approaches with Louise Greenwood, Director of Education and Training at Wessex LMCs. Please see below resource documents in conjunction with this podcast.

Budget blank template

Cash flow calculator blank

Income reporting checklist

Salary totals blank

Listen to the podcast here

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Profit and Loss/Income and Expenditure

Matt Perkins, one of our PM Supporters will lead another of his webinars for all those involved in practice management finance. This one focusses on Profit & Loss. As ever, the session will be practical, relevant and Matt’s guidance will be easy to implement.

This session will help you to:

  • Create a strong financial governance structure
  • Understand what drives your income, and how to drive that forward
  • Understand what your main costs are and how to influence those
  • Ensure that you are not missing anything?

Click here to purchase the recording

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How to… Understand Finance – the Income Streams and Efficiencies

This module will cover:

  • Overview & interpretation of the practice accounts
  • Responsibilities of the Partners for the finances
  • Top tips for keeping the finances of the practice healthy
  • Common pitfalls and how to avoid them

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Understanding of Practice Accounts

Sally Sidaway (FCCA), Medical Director with Morris Crocker Chartered Accountant will be supported by Sue Scott, one of our PM Supporters, be supporting . This session will focus on Understanding Practice Accounts.  As ever, it will be practical, relevant and easy to implement

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Last Reviewed Date
08/12/2023