iq Practice Development Planner

Transcription

1 If you want better control of your current and future finances you need iq Practice Development Planner The unique financial and management planning system for General Practice. Essential for Practices planning to implement Practice Based Commissioning iq Medical

2 Introduction iq Practice Development Planner is unique and has been developed with the collective experience of leading managers in accounting, management and most important, general practice. The result is a series of specialist topics in template document format, which guide you through the whole planning process, to create the unanimously acclaimed and definitive way of planning general practice. The ability to forecast and control finances and management for the next three years will prove invaluable in implementing a smooth running practice. Present and future success in general practice depends on having a clear view of all financial and management issues. This will be particularly relevant from April 2005 when Practices can take on budgets from the PCT s to carry out Practice Based Commissioning (PBC). Under this scheme PCT s are going to want to know that the Practice has a firm grip on its business base and will no doubt be looking for evidence of business development planning. Using iq Practice Development Planner will enable a practice to demonstrate that it has been through the appropriate development cycle. Summary of Benefits: The simple, accurate way to produce professional financial and management plans. Pre-formatted Practice Development Plan template in Microsoft Word covers all key topics. Topics can be removed or added as required and images, logos and charts can be also be incorporated. A fully completed specimen sample plan provides compilation guidance and sample content can be pasted into your own plan and edited as required. Index of Deprivation, 2001 Census Data and other useful supporting reference information are included on the CD for instant access. Financial planning is made simple due to the suite of easy to complete pre-formatted spreadsheets dedicated to a Practice s requirements. Includes automatic percentage uplift facility for years 2 and 3 from the same period in previous year. Six blank optional spreadsheets enable you to undertake what if or additional calculations if required. Incorporates sufficient flexibility to accommodate any additional requirements specific to your Practice s own unique circumstances. Complete support available if required.

3 iq Practice Development Planner comprises two specific parts: 1. The Practice Development Plan Documents has two sections. a) A fully completed specimen plan for a hypothetical Practice which provides guidance in compiling your Practice plan. The sample content in these templates can be pasted to your plan and edited if you wish. You can also insert new topics and delete or amend existing ones to suit your requirements. Finally, you can insert images, logos and charts. b) A blank master template which allows you to produce your Practice s own development plan, totally customised to suit the Practice s individual requirements. 2. The Practice Financial Information Spreadsheets comprise two sections. a) A fully completed specimen spreadsheet for a hypothetical Practice has been produced to assist you in compiling your Practice s Financial Planning documentation. These comprise six worksheets: Assumptions Answer 3 simple questions to set up the date/month and VAT format of your Financial Plan Worksheet 1 Practice Income Worksheet 2 Practice Expenditure Worksheet 3 Partners Drawings Income & Expenses Statements Cash Flow Statement Incorporates a facility to insert new headings and amend/delete the default headings. Simply enter your data in the appropriate cells all calculations are automatic All calculations are automatically compiled from the data you have previously entered b) A blank master template for you to produce your Practice s own Financial Planning spreadsheets by completing the set-up configuration and inserting the appropriate amounts.

4 The Practice Development Plan Documents Examples of key sections. PRACTICE POPULATION HEALTH NEEDS Includes a fully completed specimen sample plan which provides compilation guidance, examples and reference sources. This can be edited as required and the product also includes a blank master template for you to produce your Practice s own Development Plan. Contents To save time and facilitate access to the 2000 Data from the National Statistics, these have been incorporated into the CD ROM. CENSUS DATA VULNERABLE AREAS An action plan comprising 18 vulnerable areas to address. The plan should be revised and updated annually. This is analysed by three areas, Level 0, Level 1, Level 2. INTRODUCTION VISION AND GOALS PERFORMANCE IN THE LAST YEAR Areas Of Achievement Areas For Improvement PRACTICE POPULATION HEALTH NEEDS WARD BASED DATA Example Of Data: Ward Level Indices Of Deprivation & The Index Of Multiple Deprivation 2000 For Leeds Local Authority A Hypothetical Example Of A Practice Deprivation COPD Mental Health CHD/MI Cancer Accidents Children Drug Abuse Summary Of Health Needs CENSUS DATA Automatic Links To 2001 Census & Other Information (Based On Leeds Local Authority), Available At No Cost Using The World Wide Web PRIMARY CARE SERVICE DEVELOPMENT Premises IM&T Introduction The Current Position The Future Position Non-Clinical Systems WORKFORCE Workforce Table Workforce Review Workforce Summary: GP s Management Clinical Reception Support Influences On Workforce Levels External Internal Three-Year Plan PRACTICE BASED SERVICE APPRAISAL Current Services Consultation Surgeries Nurse Team Services Other services Proposed additional services CLINICAL GOVERNANCE Current Position Audit Accuracy And Data Quality Team And Individual Development Practice Training Training and Development Plan Multi Disciplinary meetings Personal Learning/Development Plans PCT INCENTIVE SCHEME VULNERABLE AREAS Caldicott Action Plan RISK MANAGEMENT Communication Practice issues Prescribing SIGNIFICANT EVENT AUDITING QUALITY AWARDS TRAINING NEEDS PRACTICE AIMS AND OBJECTIVES Practice Swot Analysis Swot Summary INFLUENCES ON PRACTICE AIMS AND OBJECTIVES PRACTICE PLAN NATIONAL PLAN National Service Framework Quality And Outcomes Framework Clinical Governance Vulnerable Areas New Building Disability Discrimination Act Developing Paperless Working Quality Standards FUNDING REQUIREMENTS ENCLOSURES Audit List Training and Development Plan Quality and Outcomes Framework - Aspirations EXAMPLE REFERENCES

5 The Practice Financial Information Spreadsheets Includes completed specimen sample Financial Information Spreadsheets together with blank master templates, so you can manage, plan and forecast various aspects of the Practice s finances. PRACTICE INCOME WORKSHEET PRACTICE EXPENDITURE WORKSHEET PRACTICE DRAWINGS WORKSHEET ALSO INCLUDES: ASSUMPTION SET UP FACILITY INCOME & EXPENSES STATEMENT CASH FLOW STATEMENT SIX OPTIONAL WORKSHEETS ARE PROVIDED FOR ANY SUPPLEMENTARY INFORMATION THAT MAY BE REQUIRED IN YOUR PRACTICE.

6 17273_A4_6pp 1/12/05 6:38 PM Page 2 iq Medical Limited Oakgate House, 25 Market Place, Wetherby LS22 6LQ. Tel: Fax: info@iq-medical.co.uk iq Medical