Guidance

1.  Annual Contract Update

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2.  Area Teams

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3.  Certification / Forms

Information on certification and what is / is not chargeable can be found at:

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4.  Childcare Vouchers

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5.  Controlling Expenditure

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6.  CQRS

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7.  Dispensing Practices

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8.  End of Year Checklist 22/23

Once again, we have experienced a very unusual year with many contract changes, variations and activities stood up and down which all makes year end very tricky. Please see our End of Year March 2023 checklist to help with this, we are aware there may be variations between areas and would suggest the document can be used as a guide.

Useful Templates:

Bite-Size for Managers – Profit & Loss/Income & 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?

Following this 2 hour session you will have a basic understanding of how profit and loss works in Primary Care.

To purchase access to this recording, please click here: Bite Size on Profit & Loss/Income & Expenditure

Blank Outturn document 2023-4 listing income and expenditure

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9.  Enhanced Services – Directed

Wessex LMCs: Enhanced Services

  • Check which ones you have signed up to provide
  • Check what returns are due
  • Check how the returns are claimed
  • Check how often returns are required
  • Check when monies are due

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10.  Enhanced Services – Locally

  • Offered by ICBs
  • Check which ones you have signed up to provide
  • Check what returns are due
  • Check how the returns are claimed
  • Check how often returns are required
  • Check when monies are due

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11.  Fraud Prevention and Probity

  • Ensure you have a Fraud Prevention Policy (examples can be found on Practice Index/ First Practice Management)
  • Ensure this includes policies and procedures to cover Bribery and Tax Evasion

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12.  General Accounting

  • Ensure you are aware / in control of the following – with advice from your accountant
    • Income/expenditure budget
    • Petty cash control
    • Partnership tax & saving
    • Partners’ drawings
    • Partnership shares
    • Financial year ends: payroll, pension, accounting & QOF
    • Bank charges
  • Make sure you fully utilise your accounts package (e.g. http://www.iris.co.uk/)

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13.  Gift Register

Practices must maintain a gift register of all gifts made to the practice or individuals (partners and staff) with a worth > £100 (We would also recommend that reference is made to the management of gifts within the Partnership Agreement)

Please see the following link for up to date regulations:  http://www.legislation.gov.uk/uksi/2015/1862/regulation/93

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14.  GP Collections

  • NHS Digital publish a rolling 3 months schedule of the data collected that includes some claims data.

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15.  ICSs (Integrated Care Systems)

NHS England » Integrated care system leadership and websites

  • Know your local team and contacts

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16.  Open Exeter

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17.  NHS Pension Administration

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18.  Payroll

  • Cost efficient payroll
  • Make sure you fully utilise your payroll package ( eg http://www.iris.co.uk/ )
  • Consider outsourcing this

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19.  Primary Care Support England (PCSE)

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20.  QOF

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21.  Statement of Financial Entitlement (SFE)

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22. Vaccines and Immunisations

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23.  VAT

  • Ask your accountant for any advice

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24.  Webinars & Podcasts on Finance

See our page for recorded webinars and podcasts to help you with all things finance.

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Last Reviewed Date
08/12/2023