Title Page
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Conducted on
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Prepared by
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Location
Existing Clinicians Productivity
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Does the PM get involved in the resourcing pipeline?
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Do the team proactively fill the diary?
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Are clinical gaps in the smart diary being managed?
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Is the PM having utilisation conversations with each clinician?
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Is the PM monitoring and controlling open courses?
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Check clinicians hours with the PSR, diary hours and 5050 report – are clinicians working their contracted hours?
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For clinicians that are not working their contracted hours has there been a recorded conversation within the last month?
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Does the PM replace lost clinician hours and is this being recorded?
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Has the PM done a chair occupancy review within the last quarter?
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Has the PM reviewed therapist and hygienist hours in line with all of the above?
Existing Clinicians Absences
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For extended absences is the Locum fee being enforced?
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Is the PM tracking/monitoring absence?
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Does the PM complete Return to Work forms for all sickness related absences?
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Is there a no sickness culture?
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Recruitment & Retention
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Is the PM proactively recruiting nurses and clinicians?
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Does the PM react to a clinicians needs e.g. faulty equipment?
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Has the PM followed up on the actions from the last CSM visit?
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Does the PM hold monthly team meetings?
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Is there a culture of communication between the PM and the clinicians?
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Does the practise have a locum dentist?
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Is the locum dentist optimised e.g. NHS work, emergencies, targets set
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Does the PM have conversations about turning to associate?
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Does the PM hold career development and planning conversations with all team members including clinicians?
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Has the PM reviewed scope for any mentors/mentees?