Practise Profitability Toolkit

• Conducted on

  Date

• Prepared by

• Location
  Address

Practice Profitability

• Are all EDI claims submitted on time and accurately?

  Yes

  No

  N/A

• Is agency spend controlled?

  Yes

  No

  N/A

• Is agency spend reviewed against purchase orders to ensure billing is correct?

  Yes

  No

  N/A

• Is there an adequate FT/PT nurse mix?

  Yes

  No

  N/A

• Does the practice have dual trained team members?

  Yes

  No

  N/A

• Is there a nurse recruitment drive within the practise?

  Yes

  No

  N/A

• Are there any area support nurses?

  Yes

  No

  N/A

• Is the PM using existing team members to fill agency gaps e.g. part-timers working more, other local practises?

  Yes

  No

  N/A

• Are agreed allowances above PSR still relevant?

  Yes

  No

  N/A

• Is recruitment forecasted in advance to avoid known agency spend?

  Yes

  No

  N/A

• Rate the quality of the ideal rota template to achieve PSR of 1.8 0-10

  Yes

  No

  N/A

• Is there a culture of cost saving e.g. waste bags filled full, lights turned off, postage reduced?

  Yes

  No

  N/A

• Is the PM taking a holistic view and contacting other practises to assist with their needs?

  Yes

  No

  N/A