Practice management toolkit

Regular practice management hui are held within each region. These are open to those managing general practices - practice managers, businesses managers and CEOs. Admin leads may also be interested in these hui.

Practice management hui are chaired by the regional development managers. Meetings include agenda items from Pinnacle and practices. This is an opportunity to ask questions of both Pinnacle staff and your colleagues, hear updates on current issues or presentations from service providers both within Pinnacle and the community.

• Waikato PM meetings: Monthly             
• Lakes/Tairāwhiti: Bi-monthly
• South Taranaki: Bi-monthly
• North Taranaki: Bi-monthly

Contact your development manager for more information or to add an agenda item to the next meeting.           

The manual has been designed to assist the practice manager, business manager or CEO of a general practice. The manual will support staff new to primary care and/or general practice, supplementing practice specific information and practice desk files.   

The manual aims to assist new staff in their pivotal role in primary care with links to: 

• government health agencies 
• Pinnacle services
• training 
• funding and legislation 
• Te Tiriti and equity.  

Ownership / development / maintenance

Owners: The Strategic Development Team own this manual, are responsible for ensuring it is updated and it remains relevant to general practice. 

Development: Developed by Heather Lang and Yvonne Wright, with input and review by Pinnacle colleagues. Ongoing development will include a review in six months, including feedback from practice management.

Maintenance: With support from Pinnacle peers, development managers are responsible for maintenance of the manual, with regular six monthly reviews to ensure the content is current and links are maintained.  

Practice management encompasses a wide range of tasks within the general practice. The task tracker is tool to assist practice managers to keep a track of what tasks need to be done, when and by whom.

The task tracker can be customised to each practice's requirements, and can be broken down by areas such as admin, reception, nurses. 

The task tracker was developed by Candice Finer under contract to Pinnacle. The Tracker is an Excel document with macros. We recommend you work with your IT provider when using and enabling macros.

To obtain a copy of the Practice Management Task Tracker please contact Practice Systems Support or you Development Manager.

See files and links below for training videos and manuals showing how to use the tool and, for practice managers, how to customise the tool for your practice and practice staff.

Owner: Practice Development Team.

Disclaimer

This Excel file contains macros that may automate certain tasks. By using this file, you acknowledge that macros are enabled at your own risk. Ensure the file comes from a trusted source and be aware that macros can pose security risks. The creator is not responsible for any data loss, system errors, or damages resulting from the use of this file.    

The funding of health services, from Te Whatu Ora and Pinnacle can be confusing for practice management staff. This presentation by Justin Butcher aims to provide practice staff with:

• an overview of the funding flows from Te Whatu Ora to Pinnacle
• what funding Pinnacle passes on directly to general practices
• how discretionary funding is utilised by Pinnacle.