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Access to the contents of this
page is restricted to the practice managers of
the practices for whom we act. On this page, we
post various items that we think are of use to
practice managers, and it will be a combination
of spreadsheet tools, PowerPoint presentations,
pro-forma documents in Word, etc. Please browse
on, log in and as ever should you have any queries,
please do not hesitate to contact
us.
Briefing Notes
Briefing Notes are issued approximately every
2-3 months, and are sent to all clients of the
Financial Health Centre. They cover potentially
tricky accounting, legal and financial subjects
in a jargon-free way. All are in PDF format, and
to view them, you will need a copy of Adobe Acrobat
Reader which can be downloaded completely free
by clicking here.
To view a listing of the Briefing Notes available
and a brief description of content, visit the
Library.
New - Inter Practice Comparison
2006/07 (22/4/08)
This key document details the results per patient
and per partner for each practice we act for (whilst
retaining anonymity). The Comparison also shows
in which Health Board region the practice operates
so that practices can see how neighbouring practices
are performing, as well as how practices are fairing
in other parts of the country. The Comparison
is being updated at the end of each month as additional
results become available.
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New - Cashflow Forecasting Tool for
2008/09 - March Year End
This “must have” forecasting model for March
year ends will enable you to budget for the coming year
with ease. Simply enter the information into the coloured
boxes and there you have it – your budget for the
coming year!
New - Cashflow Forecasting Tool for
2007/08 - June Year End
This “must have” forecasting model for June
year ends will enable you to budget for the coming year
with ease. Simply enter the information into the coloured
boxes and there you have it – your budget for the
coming year!
Partnership Agreement Checklist
The comprehensive checklist is tailored to the New
Contract and ensures that no crucial clauses are omitted
from your partnership agreement.
Fraud Prevention Policy
Use our ready prepared Fraud Prevention Policy and tailor
it to your own practice’s circumstances.
Staff Incentive Schemes
In light of the new contract income structure, increasing
numbers of GP’s are considering a staff bonus scheme.
This article simplifies the process of setting up such
a scheme and complements the information contained in
Briefing Note 14.
Partnership Changes Handbook
A change of partner can be traumatic but it needn't
be. This handy booklet will guide you through the different
stages from advertising and recruiting a new partner,
updating your partnership agreement, paying out a retiring
partner and all the accounting and tax aspects to be
considered.
Financial Planning &
The New Contract - February 2004
A presentation examining what you should be doing
in order to plan your practice's finances under the
New Contract. This presentation is packed with practical
advice and tips for designing your own planning tools
and will help you set yourself up to become a financial
planning god/goddess who is indispensable to the practice
(even more so than usual!).
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