Here is a comprehensive checklist for a Practice Manager. Let me know if you can think of what can be added. EMail – snaptwig64@gmail.com
Ultimate GP Checklist
Daily Activities
o Telephone Switching on/off
o Alarms Systems on/off
o Appointments System – session updating
o Reorganise cancelled sessions.
o Annual Leave approval
Sickness Absence Reports
o Managing clinical room allocation
o Opening Post
o Opening emails
Weekly
o On-Call GP Rota
o Petty Cash Balances
o Monitor reading, actioning and scanning of clinical letters.
o Check uncollected prescriptions and patient letters.
o Review staffing rotas
o Practice Meetings, agendas, minutes, and reports
Monthly
o Monitor Overtime claims / TOIL
o Running Payroll
o Submit NHS Pension Contributions
o Submit HMRC Employee/Employer contributions.
o Submit PPA Prescribing Claims
o GP Drawings Payments
o Creditors Payments
o Income banked including Debit card payment Machine
o Record of Private Income
o Reconcile Bank statements.
o Update Practice Accounts
o Monitor NHS Income statements.
o CQC Policies – Updated as necessary.
o Testing Fire and Panic alarms
o Participate in Primary Care Network activities as necessary.
Quarterly
o Practice List Size monitoring
o Ensure new Patient Registrations submitted.
o QOF Review
o NHS Claims submitted.
Yearly
o Undertake Staff Appraisals
o Year end – close Payroll and transfer to financial new year
o Ensure National Living Wage increases applied
o Print or submit P60 / P32 / P11
o Reconcile and Close Practice Accounts
o Stock Valuation – Vaccines
o Assess value of Debtors
o Ascertain unpresented cheques.
o Petty Cash counted at year end.
o Practice Accounts to Accountant
o GPs Personal Accounts to Accountant
o Review Staff Budget
o Staff Pay Review
o Annual Estimates of NHS Income
o Make any changes to GP Superannuation Shares required.
o Annual membership contributions return for employees NHS Pension
o Renew and agree any Enhanced Services Agreements
o Review DBS/CRB checks
o Review (long term) Business Plan
o Review and renew Employers Liability Insurance
General – not time constrained
o Manage Passwords
o Ensure employment contracts up-to date.
o Fire and Evacuation Drills
o Manage GP Trainee Attachments
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