New Practice Manager Checklist

Practice Management Tasks

For Primary Care GP Practice

This document is intended to help identify the numerous tasks that need to be undertaken by the practice management team throughout the year. It is not claimed that it is a complete list, nor will some of the tasks apply to all GP Practices as some will depend on the ICBs local commissioned scheme. Other practices will have different IT systems than shown in this document.

It is a starter list that can be tailored for individual needs and enable tasks to be allocated amongst the team.

It is a useful reference for Practice / Business Managers new to General Practice or as an aide memoire when joining a ‘new’ practice!

If there are items that need to be added, deleted or updated, please let us know at

Other helpful Resources

Practice Business Manager Job Description

Practice Business Manager: Pre – Performance Appraisal & Performance Appraisal Guidelines

General Practice Activities List

PCNs what are they? A presentation from Wessex LMCs


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