Existing Clinicians Productivity

Does the PM get involved in the resourcing pipeline?

Do the team proactively fill the diary?

Are clinical gaps in the smart diary being managed?

Rate the quality of the Clinician 121s 0-10

Is the PM having utilisation conversations with each clinician?

Is the PM monitoring and controlling open courses?

Check clinicians hours with the PSR, diary hours and 5050 report – are clinicians working their contracted hours?

For clinicians that are not working their contracted hours has there been a recorded conversation within the last month?

Does the PM replace lost clinician hours and is this being recorded?

Has the PM done a chair occupancy review within the last quarter?

Has the PM reviewed therapist and hygienist hours in line with all of the above?

Existing Clinicians Absences

For extended absences is the Locum fee being enforced?

Is the PM tracking/monitoring absence?

Does the PM complete Return to Work forms for all sickness related absences?

Is there a no sickness culture?

Recruitment & Retention

Is the PM proactively recruiting nurses and clinicians?

Does the PM react to a clinicians needs e.g. faulty equipment?

Has the PM followed up on the actions from the last CSM visit?

Does the PM hold monthly team meetings?

Is there a culture of communication between the PM and the clinicians?

Does the practise have a locum dentist?

Is the locum dentist optimised e.g. NHS work, emergencies, targets set

Does the PM have conversations about turning to associate?

Does the PM hold career development and planning conversations with all team members including clinicians?

Has the PM reviewed scope for any mentors/mentees?

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.