Practice Manager Live

Tools & Resources

Templates, guides, calculators and supplier recommendations.

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Practice Manager Salary Benchmarking Report 2025

guide

Community-sourced salary data for UK GP Practice Managers, deputies, PCN managers, and operations managers by region, experience, and practice size.

Career Resources96

Practice Manager Salary Benchmarking Report 2025

guide

Community-sourced salary data for Practice Managers across England, Scotland, and Wales. Breaks down pay by region, list size, years of experience, and qualifications.

Career Resources96

CQC Inspection Readiness Checklist

guide

A comprehensive pre-inspection checklist covering all five CQC Key Questions with evidence prompts for every sub-category.

CQC & Compliance89

CQC Inspection Readiness Checklist

guide

A comprehensive pre-inspection checklist covering all five CQC Key Questions (Safe, Effective, Caring, Responsive, Well-Led) with evidence prompts for each.

CQC & Compliance89

QOF Achievement Tracker (Excel Template)

calculator

Track QOF progress across all clinical and quality domains. Shows achievement %, exception rates, and estimated income by domain.

NHS Finance & Funding74

QOF Achievement Tracker (Excel Template)

calculator

Track your QOF progress against all clinical and quality domains. Shows current achievement, exception reporting rates, and estimated income.

NHS Finance & Funding74

Significant Event Audit (SEA) Template

template

A structured SEA template meeting CQC, GMC, and NHS contractual requirements. Includes root cause analysis and action tracking.

CQC & Compliance63

Significant Event Audit (SEA) Template

template

A structured SEA template that meets CQC requirements, GMC good practice standards, and NHS contractual requirements. Includes learning and action tracking.

CQC & Compliance63

IPC Audit Tool Template

template

A structured infection prevention and control audit tool for GP practices, covering hand hygiene, clinical waste, sharps, and the clinical environment.

CQC & Compliance57

Patient Complaints Procedure Template

template

NHS-compliant complaints procedure template covering acknowledgement, investigation, resolution, and PHSO referral rights.

Patient Services55

Patient Complaints Procedure Template

template

A complete NHS complaints procedure template compliant with the NHS Complaints Regulations 2009, including acknowledgement letters and resolution tracking.

Patient Services55

Staff Disciplinary Procedure Template

template

A complete disciplinary procedure compliant with ACAS Code of Practice, adapted for GP practices. Covers all stages from investigation to dismissal and appeal.

HR Templates52

Staff Disciplinary Procedure Template

template

A complete disciplinary procedure template compliant with ACAS Code of Practice, adapted for GP practices. Includes stages, rights to representation, and appeal process.

HR Templates52

GDPR Data Protection Policy Template

template

A complete GDPR-compliant data protection policy for GP practices, covering lawful bases, patient data, staff data, and breach response obligations.

Legal & Contracts51

Medicines Management Policy Template

template

A comprehensive medicines management policy for GP practices covering storage, controlled drugs, prescribing governance, and emergency drug protocols.

CQC & Compliance48

Annual Leave Request Form Template

template

A professional annual leave request form for GP practice staff, including manager approval workflow and carry-forward tracking.

HR Templates47

Annual Leave Request Form Template

template

A clear, professional annual leave request form for GP practice staff, including manager approval workflow and carry-forward tracking.

HR Templates47

Data Breach Response Procedure

template

A clear procedure for identifying, containing, and reporting personal data breaches in a GP practice setting, including ICO notification criteria.

Legal & Contracts46

ARRS Roles Funding & ROI Calculator

calculator

Calculate your PCN's ARRS entitlement, compare role costs, and model appointment capacity impact of different role combinations.

NHS Finance & Funding45

ARRS Roles Funding & ROI Calculator

calculator

Calculate your PCN's ARRS funding entitlement, compare role costs, and model the appointment capacity impact of different role combinations.

NHS Finance & Funding45

Medicines Management Policy Template

template

A complete medicines management policy for GP practices covering prescribing, storage, controlled drugs, and audit requirements.

CQC & Compliance44

New Staff Induction Checklist

template

A comprehensive induction checklist for new GP practice employees, covering day one essentials, first week tasks, and 3-month review milestones.

HR Templates44

Locum GP Booking Agreement Template

template

A straightforward locum GP booking agreement for use when engaging locums directly, covering sessions, rates, indemnity requirements, and IR35 compliance.

Legal & Contracts43

Practice Manager Career Progression Guide

guide

A practical roadmap for advancing in GP practice management, from admin to PM to PCN manager. Includes qualification recommendations and salary ranges at each stage.

Career Resources42

Practice Manager Career Progression Guide

guide

A 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.

Career Resources42

Staff Appraisal / PDR Template

template

Comprehensive appraisal template for GP practice staff. Covers performance review, SMART objectives, development needs, and wellbeing.

HR Templates41

Staff Appraisal / Personal Development Review (PDR) Template

template

Comprehensive appraisal template for GP practice staff. Covers performance review, objectives setting, development needs, and wellbeing check-in.

HR Templates41

GDPR Data Protection Policy Template for GP Practices

template

A complete GDPR-compliant data protection policy template for GP practices, covering lawful basis, patient rights, and breach management.

Legal & Contracts39

Subject Access Request (SAR) Process Guide

guide

Step-by-step guidance for handling patient and staff Subject Access Requests in a GP practice, including timelines, verification, and redaction obligations.

Legal & Contracts39

Interview Questions Guide — Practice Manager Roles

guide

A comprehensive interview question bank with model answers for GP Practice Manager interviews, covering all key competency areas.

Career Resources38

Return to Work Interview Record

template

Structured return-to-work interview form for any sickness absence. Reduces repeat absences and demonstrates duty of care.

HR Templates38

Enhanced Services Income Tracker

calculator

Track your practice's income across all Enhanced Services and local incentive schemes throughout the financial year, with monthly reconciliation.

NHS Finance & Funding38

Return to Work Interview Record

template

Structured return-to-work interview form for GP practice staff following any period of sickness absence. Reduces repeat absences and demonstrates duty of care.

HR Templates38

IPC Audit Tool Template

template

Infection Prevention and Control audit tool for GP practices, covering hand hygiene, environment, PPE, waste, and sharps.

CQC & Compliance37

Interview Questions Guide for Practice Manager Candidates

guide

A bank of realistic interview questions for Practice Manager roles, with guidance on structuring strong answers using the STAR method.

Career Resources37

Grievance Procedure Template

template

A formal grievance procedure template for GP practices, compliant with ACAS guidance. Covers informal resolution, formal stages, hearings, and appeals.

HR Templates34

EMIS Web Keyboard Shortcuts Reference Card

guide

A printable quick-reference card of the most useful EMIS Web keyboard shortcuts. Reduces repetitive clicking and speeds up common tasks.

Digital & IT33

New Staff Induction Checklist

template

A comprehensive induction checklist for all new GP practice staff. Covers day 1 essentials through to 3-month milestone review.

HR Templates33

Practice Manager Induction Pack

guide

A structured induction guide for newly appointed Practice Managers, covering the first 30/60/90 days, key stakeholders to meet, and priority areas to review.

Leadership & Management33

EMIS Web Keyboard Shortcuts Reference Card

guide

A 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.

Digital & IT33

GP Practice List Size & Workload Calculator

calculator

Understand the relationship between list size, appointment demand, and workforce capacity. Helps make the case for additional resource.

Calculators & Tools31

DNA Management Policy

template

A practical did-not-attend management policy with reminder protocols, monitoring approach, and patient communication templates.

Patient Services31

CV Template for Practice Manager Roles

template

A professionally structured CV template tailored to Practice Manager applications, with guidance on what NHS employers and GP Partners look for.

Career Resources31

GP Practice List Size & Workload Calculator

calculator

Understand the relationship between your list size, appointment demand, and workforce capacity. Helps make the case for additional staffing.

Calculators & Tools31

Grievance Procedure Template

template

ACAS-compliant grievance procedure for GP practices, including informal resolution, formal hearing, and appeal stages.

HR Templates29

SystmOne Admin Quick Reference Guide

guide

A concise reference guide for administrative staff using SystmOne, covering patient registration, appointment management, tasks, and document handling.

Digital & IT29

Practice Manager Job Description Template

template

A comprehensive, up-to-date Practice Manager job description covering all key responsibilities including CQC, HR, finance, IT, and strategic leadership.

HR Templates29

Practice Business Continuity Plan Template

template

A complete BCP template for GP practices covering IT failure, premises issues, key staff absence, and major incidents.

Leadership & Management28

Enhanced Services Income Tracker

template

Track monthly Enhanced Services delivery and income, with targets and year-to-date comparisons across all commissioned services.

NHS Finance & Funding28

Appointment Demand Analysis Template

template

A structured template for analysing appointment demand, supply, and utilisation in your practice. Supports access improvement planning and ICB reporting.

Patient Services28

Practice Business Continuity Plan Template

template

A complete business continuity plan template for GP practices covering IT failure, premises issues, key staff absence, and major incidents.

Leadership & Management28

PCN Finance Overview Guide

guide

A plain-English guide to how PCN funding works, including the PCN Contract, DES payments, ARRS reimbursement, and the role of the PCN Clinical Director.

NHS Finance & Funding27

Staff Survey Template for GP Practices

template

A concise staff survey template designed for GP practices, covering workload, wellbeing, communication, management, and development — with guidance on analysis.

Leadership & Management25

Staff Survey Template for GP Practices

template

An anonymous staff survey template covering job satisfaction, management, culture, and wellbeing. Designed for annual administration.

Leadership & Management22

NHS Mail Setup and Best Practice Guide

guide

How to set up, manage, and use NHSmail securely in a GP practice, including shared mailboxes, DL group management, and email security best practice.

Digital & IT22

NHS Mail Setup Guide for New Staff

guide

Step-by-step guide to setting up NHS Mail for new GP practice staff, including shared mailboxes, security settings, and best practice.

Digital & IT21

DNA Management Policy Template

template

A clear Did Not Attend (DNA) management policy for GP practices, covering reminders, recording, repeat offenders, and patient communication.

Patient Services21

Partners Meeting Agenda Template

template

A structured agenda template for monthly GP Partners meetings, covering clinical, operational, financial, and strategic items.

Leadership & Management19

Friends & Family Test (FFT) Analysis Guide

guide

How to collect, analyse, and act on Friends & Family Test data in your GP practice, including benchmarking, presentation, and CQC requirements.

Patient Services17