Title Page

  • Conducted on

  • Prepared by

  • Location

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?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.