3. Present Position
• The practice has 3 full time doctors, 2 nurses and 13 support staff (organisation chart).
• The practice provides a full range of high quality primary healthcare services including counselling
and well woman (website: www.upstairs-surgery.co.uk)
• The practice area lies between A12/Eastern Avenue and Chadwell Heath Lane (practice leaflet)
• The role of the business manager is to support the doctors in the delivery of high quality primary
care by looking at all systems and processes which impact the finances of the practice (handout)
Farhana Imran Business Plan 3
5. Problem
• No practice manager, introduction of business manager
• Issues on optimal use of:
– Health checks
– Medical Forms
– Extended Hours
– Directed Enhanced Services (DESs)
– Roles & Responsibilities of support staff, long-term
sickness
– Practice website & PPG
Farhana Imran Business Plan 5
6. Aims & Objectives
• The report will research & investigate the current issues
concerning finances at the Practice
Farhana Imran Business Plan 6
7. Proof
• Interview with the doctors to find out what DESs the
practice had signed up to revealed:
• Interview with support staff revealed current roles,
sickness issues
• Reviewing current process revealed practice has
provided services for which payment is pending such as:
– Locum Cover
– Extended Hours
– Overtime
Farhana Imran Business Plan 7
13. Not quite 20% improvement in the financial
position of the practice but …
Income for the financial year 2011/12 is £541,958.12
Proposal generates additional income of £82,606.32
An increase in
income of 15.21%
Farhana Imran Business Plan 13
15. Executive Summary
• Present Position
In the last 15 years the NHS has been through major reorganisation changes which has led to the
NHS having to save 20 billion pounds by 2015
• Problems
Practice has provided services for which payment is pending
Practice has not been able to complete DESs and LESs
Skill mix of support staff needs to be addressed
Procedures need updating
• Proof
All processes which have a financial bearing has to be reviewed so that all possible services can be
provided to the patients
• Possibilities
Do nothing
Part implementation
Full implementation
• Proposal
This will generate an income of £82,606.32 (Cost Benefit Analysis)
• Plan
By applying Kaizen five S’s, the practice can share its work ethics with other practices, the partners
will see higher financial rewards, a more productive staff and a higher quality of patient care.
Farhana Imran Business Plan 15
