Tools & Resources
Templates, guides, calculators and supplier recommendations.
Practice Manager Salary Benchmarking Report 2025
guideCommunity-sourced salary data for UK GP Practice Managers, deputies, PCN managers, and operations managers by region, experience, and practice size.
Practice Manager Salary Benchmarking Report 2025
guideCommunity-sourced salary data for Practice Managers across England, Scotland, and Wales. Breaks down pay by region, list size, years of experience, and qualifications.
CQC Inspection Readiness Checklist
guideA comprehensive pre-inspection checklist covering all five CQC Key Questions with evidence prompts for every sub-category.
CQC Inspection Readiness Checklist
guideA comprehensive pre-inspection checklist covering all five CQC Key Questions (Safe, Effective, Caring, Responsive, Well-Led) with evidence prompts for each.
QOF Achievement Tracker (Excel Template)
calculatorTrack QOF progress across all clinical and quality domains. Shows achievement %, exception rates, and estimated income by domain.
QOF Achievement Tracker (Excel Template)
calculatorTrack your QOF progress against all clinical and quality domains. Shows current achievement, exception reporting rates, and estimated income.
Significant Event Audit (SEA) Template
templateA structured SEA template meeting CQC, GMC, and NHS contractual requirements. Includes root cause analysis and action tracking.
Significant Event Audit (SEA) Template
templateA structured SEA template that meets CQC requirements, GMC good practice standards, and NHS contractual requirements. Includes learning and action tracking.
IPC Audit Tool Template
templateA structured infection prevention and control audit tool for GP practices, covering hand hygiene, clinical waste, sharps, and the clinical environment.
Patient Complaints Procedure Template
templateNHS-compliant complaints procedure template covering acknowledgement, investigation, resolution, and PHSO referral rights.
Patient Complaints Procedure Template
templateA complete NHS complaints procedure template compliant with the NHS Complaints Regulations 2009, including acknowledgement letters and resolution tracking.
Staff Disciplinary Procedure Template
templateA complete disciplinary procedure compliant with ACAS Code of Practice, adapted for GP practices. Covers all stages from investigation to dismissal and appeal.
Staff Disciplinary Procedure Template
templateA complete disciplinary procedure template compliant with ACAS Code of Practice, adapted for GP practices. Includes stages, rights to representation, and appeal process.
GDPR Data Protection Policy Template
templateA complete GDPR-compliant data protection policy for GP practices, covering lawful bases, patient data, staff data, and breach response obligations.
Medicines Management Policy Template
templateA comprehensive medicines management policy for GP practices covering storage, controlled drugs, prescribing governance, and emergency drug protocols.
Annual Leave Request Form Template
templateA professional annual leave request form for GP practice staff, including manager approval workflow and carry-forward tracking.
Annual Leave Request Form Template
templateA clear, professional annual leave request form for GP practice staff, including manager approval workflow and carry-forward tracking.
Data Breach Response Procedure
templateA clear procedure for identifying, containing, and reporting personal data breaches in a GP practice setting, including ICO notification criteria.
ARRS Roles Funding & ROI Calculator
calculatorCalculate your PCN's ARRS entitlement, compare role costs, and model appointment capacity impact of different role combinations.
ARRS Roles Funding & ROI Calculator
calculatorCalculate your PCN's ARRS funding entitlement, compare role costs, and model the appointment capacity impact of different role combinations.
Medicines Management Policy Template
templateA complete medicines management policy for GP practices covering prescribing, storage, controlled drugs, and audit requirements.
New Staff Induction Checklist
templateA comprehensive induction checklist for new GP practice employees, covering day one essentials, first week tasks, and 3-month review milestones.
Locum GP Booking Agreement Template
templateA straightforward locum GP booking agreement for use when engaging locums directly, covering sessions, rates, indemnity requirements, and IR35 compliance.
Practice Manager Career Progression Guide
guideA practical roadmap for advancing in GP practice management, from admin to PM to PCN manager. Includes qualification recommendations and salary ranges at each stage.
Practice Manager Career Progression Guide
guideA practical roadmap for advancing your career in GP practice management, from admin to deputy to PM to PCN Manager. Includes salary ranges and qualification recommendations.
Staff Appraisal / PDR Template
templateComprehensive appraisal template for GP practice staff. Covers performance review, SMART objectives, development needs, and wellbeing.
Staff Appraisal / Personal Development Review (PDR) Template
templateComprehensive appraisal template for GP practice staff. Covers performance review, objectives setting, development needs, and wellbeing check-in.
GDPR Data Protection Policy Template for GP Practices
templateA complete GDPR-compliant data protection policy template for GP practices, covering lawful basis, patient rights, and breach management.
Subject Access Request (SAR) Process Guide
guideStep-by-step guidance for handling patient and staff Subject Access Requests in a GP practice, including timelines, verification, and redaction obligations.
Interview Questions Guide — Practice Manager Roles
guideA comprehensive interview question bank with model answers for GP Practice Manager interviews, covering all key competency areas.
Return to Work Interview Record
templateStructured return-to-work interview form for any sickness absence. Reduces repeat absences and demonstrates duty of care.
Enhanced Services Income Tracker
calculatorTrack your practice's income across all Enhanced Services and local incentive schemes throughout the financial year, with monthly reconciliation.
Return to Work Interview Record
templateStructured return-to-work interview form for GP practice staff following any period of sickness absence. Reduces repeat absences and demonstrates duty of care.
IPC Audit Tool Template
templateInfection Prevention and Control audit tool for GP practices, covering hand hygiene, environment, PPE, waste, and sharps.
Interview Questions Guide for Practice Manager Candidates
guideA bank of realistic interview questions for Practice Manager roles, with guidance on structuring strong answers using the STAR method.
Grievance Procedure Template
templateA formal grievance procedure template for GP practices, compliant with ACAS guidance. Covers informal resolution, formal stages, hearings, and appeals.
EMIS Web Keyboard Shortcuts Reference Card
guideA printable quick-reference card of the most useful EMIS Web keyboard shortcuts. Reduces repetitive clicking and speeds up common tasks.
New Staff Induction Checklist
templateA comprehensive induction checklist for all new GP practice staff. Covers day 1 essentials through to 3-month milestone review.
Practice Manager Induction Pack
guideA structured induction guide for newly appointed Practice Managers, covering the first 30/60/90 days, key stakeholders to meet, and priority areas to review.
EMIS Web Keyboard Shortcuts Reference Card
guideA printable quick-reference card of the most useful EMIS Web keyboard shortcuts for clinical and administrative staff. Reduces repetitive clicking and speeds up common tasks.
GP Practice List Size & Workload Calculator
calculatorUnderstand the relationship between list size, appointment demand, and workforce capacity. Helps make the case for additional resource.
DNA Management Policy
templateA practical did-not-attend management policy with reminder protocols, monitoring approach, and patient communication templates.
CV Template for Practice Manager Roles
templateA professionally structured CV template tailored to Practice Manager applications, with guidance on what NHS employers and GP Partners look for.
GP Practice List Size & Workload Calculator
calculatorUnderstand the relationship between your list size, appointment demand, and workforce capacity. Helps make the case for additional staffing.
Grievance Procedure Template
templateACAS-compliant grievance procedure for GP practices, including informal resolution, formal hearing, and appeal stages.
SystmOne Admin Quick Reference Guide
guideA concise reference guide for administrative staff using SystmOne, covering patient registration, appointment management, tasks, and document handling.
Practice Manager Job Description Template
templateA comprehensive, up-to-date Practice Manager job description covering all key responsibilities including CQC, HR, finance, IT, and strategic leadership.
Practice Business Continuity Plan Template
templateA complete BCP template for GP practices covering IT failure, premises issues, key staff absence, and major incidents.
Enhanced Services Income Tracker
templateTrack monthly Enhanced Services delivery and income, with targets and year-to-date comparisons across all commissioned services.
Appointment Demand Analysis Template
templateA structured template for analysing appointment demand, supply, and utilisation in your practice. Supports access improvement planning and ICB reporting.
Practice Business Continuity Plan Template
templateA complete business continuity plan template for GP practices covering IT failure, premises issues, key staff absence, and major incidents.
PCN Finance Overview Guide
guideA plain-English guide to how PCN funding works, including the PCN Contract, DES payments, ARRS reimbursement, and the role of the PCN Clinical Director.
Staff Survey Template for GP Practices
templateA concise staff survey template designed for GP practices, covering workload, wellbeing, communication, management, and development — with guidance on analysis.
Staff Survey Template for GP Practices
templateAn anonymous staff survey template covering job satisfaction, management, culture, and wellbeing. Designed for annual administration.
NHS Mail Setup and Best Practice Guide
guideHow to set up, manage, and use NHSmail securely in a GP practice, including shared mailboxes, DL group management, and email security best practice.
NHS Mail Setup Guide for New Staff
guideStep-by-step guide to setting up NHS Mail for new GP practice staff, including shared mailboxes, security settings, and best practice.
DNA Management Policy Template
templateA clear Did Not Attend (DNA) management policy for GP practices, covering reminders, recording, repeat offenders, and patient communication.
Partners Meeting Agenda Template
templateA structured agenda template for monthly GP Partners meetings, covering clinical, operational, financial, and strategic items.
Friends & Family Test (FFT) Analysis Guide
guideHow to collect, analyse, and act on Friends & Family Test data in your GP practice, including benchmarking, presentation, and CQC requirements.