Practice Management Register
New & Improved with major updates

Are you trying to keep your head above water managing the day-to-day activities of your practice? 

Tearing your hair out with keeping track of all the information 'bits' that live all over the place?

Worried about all the registers you're required to keep for accreditation and compliance requirements?

Not interested in convoluted and complex systems that make the job even harder?

You've come to the right place!
























Medical Business Services maintains the 'KISS' (keep it stunningly simple!) philosophy and has created a customisable Excel register that allows you to easily track;

Recurring Practice Manager's Tasks & Hand-over Tracker

  • Monthly, Quarterly, Annual or any other time frame that works for you​

  • Never forget key dates and important tasks

  • Build a bible for task or role hand-over | Many common tasks are listed for you to customise


**NEW** Director's Meeting Planner

  • Manage your reporting schedule to your directors or practice partners/principals 

  • Pre-populated with key reporting areas

  • Review the planner ahead of your meetings to ensure you have covered ALL reporting requirements

  • Not yet reporting in a structured way to your practice principal(s)? This planner will guide you on what to include and plan for the whole year!

  • Add your own bespoke requirements any time

  • Bring the outline to your next director(s) meeting and gain input into the reporting structure

  • Start implementing a disciplined reporting structure, ensuring your authorities and accountabilities are met


Staff Register

  • Keep track of staff, roles, orientation completion and immunisation​ status

  • Easy tracking of length of service


Staff Training Register

  • Track staff training completed​

  • Professional development course costs tracking

  • Can be linked to training certificates via 'hyperlink' function


Key Contacts Register

  • Keep track of all your suppliers and key contacts

  • Perfect for emergency situations when you need your plumber pronto!


Quality Improvement | PDSA Register

  • Track and document your QI activities for PIP​

  • Set goals and track progress

  • Can be used as a simple 'business plan' (for solo/small practices)


Adverse Events | Near misses

  • Whenever something hasn't gone quite right, could have been done better or ​an adverse event has occurred, document it in this register to provide a birds-eye view on improvement opportunities. 

  • This register avoids disjointed adverse events reports which get lost over time


**Updated** Complaints & Feedback

  • Keep track of complaints, follow up actions and identify themes in what your patients are unhappy about.

  • Document compliments and general suggestions for improvement

**New** Ethical Dilemmas

  • Maintain a register of identified ethical dilemmas and your practice's response, ready for accreditation evidence

  • Common scenarios provided


Equipment and Building Maintenance Schedule

  • Identify equipment maintenance activities and when they fall due​

  • Routine building maintenance scheduler with many examples provided


Key Registrations

  • Track important registrations​

    • AHPRA​

    • Digital certificate expiries

    • Insurances

    • Leases

    • Contracts

    • Anything else you would like to track!

**New** Promotional Calendar

  • All annual health promotion activities are listed, enabling you to choose the promotion days or weeks that your practice will participate in. 

  • All events in 1 place means that you can plan the entire year's activities with your team

  • Add in your own events too!

Purchase this register for a single payment of $198

Use the 'let's chat' button if you would prefer to order via invoice


Have you previously purchased this resource? Get the updated version for just $33!








Check out our other tools, resources and courses!

Risk Register

Business Planning

Practice Performance Tracker

eLearning courses

This looks fantastic! I can’t wait to fill the details in and upload to the portal for accreditation documents .

I now finally have a full accreditation document folder. I never though I would get there!

A big thank you 

Sophie E, Glen Waverley, Vic, July 2020

I have been so lost and now I have some direction!

Ellen B, Coleraine-Casterton Medical Clinic, September 2020

It is very easy to use and adapt to specific needs. The register keeps all details in one place

Kerry J, Medical Centre QLD, October 2020

The Register is perfect for my requirements. I was so pleased to not have to re invent the wheel as there is a product like this ready to be used. Thank you!

Triesa B, Grosvenor & Collins St GP Tas, October 2020

Thank you for the templates for our accreditation, we had ours on the 2nd of Feb and the surveyor loved the templates.

Sharon McM, Melbourne, Vic, Feb 2021

So far I've clicked into the attachment and already can't contain the excitement 😆🎉

Cate P, FNQ Family Practice, Feb 2021

All the details right here!

I have been needing some sort of better system to record and keep track of tasks. Some of the tabs it has are Pm tasks lists, reporting, Qi/PDSA, staff Reg, staff Training, incidents/Adverse reactions, feedack/complaints, Ethical Dilemmas, registration just to name a few, all in one place! I purchased ( for a very affordable fee) the Practice management register and the Risk Register Excel spreadsheet and WOW!!! Where has this been in my life it has everything you need in it along with examples. It's a one shop stop with your reminder dates recorded and great to give to asessors for a accreditation. When I explained to my principal doctor what I purchased he was impressed and impressed with me coming up with the idea to buy it. I highly recommend every Practice manager has this, it also helps guide you if you are a first time PM as to what are some of the tasks you should be doing! can't believe I'm excited about excel also if you were to leave your position someone could easily take over. Enjoy

Katarina MK, Pittwater Family Practice, NSW, Sept 2021