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Practice Management
&
Risk Register

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

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

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

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

  • What are the Practice Management & Risk Registers?
    The Practice Management Register is a comprehensive resource to help you keep track of ALL your important duties and responsibilities which is simple to use and importantly....doesn't ask you to write an 'encyclopaedia' and waste your precious time. It will help to ensure you don't miss important information, due dates or activities and accreditation surveyors will love your succinct and easy to follow information. We have done all the hard work for you by categorising and providing examples in all the sub-sections. Included sections: Recurring PM tasks Reporting to directors Action | QI | PDSA | Simple business plan Staff & visitor register Staff training register Independent practitioner register Independent practitioner immunisation register Key contacts Incidents | Adverse Events | Near Misses Feedback | Complaints | Compliments Ethical Dilemmas Equipment Maintenance Schedule Building & Maintenance Schedules Asset Register Registrations due Practice Manager handover activities The Risk Register is a full-fledged register including over 80 common clinical and non clinical risks for your practice. All that's left for you to do is Delete any that are not relevant to your practice Add any risks specific to your practice Review the 'likelihood' and 'impact' levels Review and update your practice response to manage the risks including who is responsible Set a date to review Let the resource calculate your risk scores and easily identify your highest rating risks
  • How does the Register help me every day?
    It helps you to capture and retain important business tasks and information in a quick and simple format. This not only helps you to stay on top of all your recurring tasks, due dates and critical information, it also will become your practice management 'bible' that becomes an important hand-over resource if you (take) leave. Imagine how helpful it would have been for you to have had such a resource when you first started your practice management role!
  • How does the Practice Management & Risk Register help me with accreditation?
    It helps by prompting you to document and store key evidence requirements which are then available in 1 location. It makes it super easy for surveyors to find your information. The way the Register captures this information makes it super simple for you as the user - you will not be required to write pages and pages of text - only the important facts matter and the structure of the Register does the rest for you! Some examples of where the Register meets accreditation requirements; - Adverse events, mistakes & near misses - Patient complaints (and compliments!) - Staff immunisation register - Business planning - Quality Improvement activities (PDSAs) - Equipment maintenance register - Ethical dilemmas - Clinical & non clinical risk management
  • Where is the Register data stored?
    Great news! All the data you capture in the Register is stored locally with access entirely controlled by you. We do not have access to any information you capture - ensuring your practice privacy and confidentiality is assured.
  • What are the costs of the various Register options?
    All Register options are once-only payments with no recurring costs. You can purchase the Practice Management Register and the Risk Register separately, but you'll gain the best value by purchasing both together - with a saving of $116!
  • Can I see the Practice Management Register demo?
    Sure thing! Here it is
  • Can I see the Risk Register demo?
    Absolutely! Click below to see how wonderfully simple our Risk Register is to use!
  • Do I need other software to use the Register?
    Yes you do! You will need access to Microsoft Excel to view and use this resource.
  • How much customisation is required?
    Whilst every sheet in the Register contains examples, and the Risk Register contains over 80 common risks in healthcare, it is very important that you take the time to customise this to accurately describe YOUR practice, YOUR actions and YOUR activities. This will take a bit of time in the beginning, but it is well worth it to get this right from the outset. Once you have populated the Register to match your practice, you will find its ongoing use easy, quick and simple. We recommend that you keep the Register open on your desktop on a daily basis so that you have easy access and easy updating as your undertake your PM duties.
  • What are the purchasing options for the Register?
    You can click on any of the buttons below to directly purchase the Practice Management & Risk Register(s). If you prefer, you can contact us through the chat box to arrange purchase via invoice instead. Once you have placed your order, we will prepare your Register and have it back to you within 24 hours (and usually within a few hours).

Practice Managers love our registers!

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

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

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

Kerry J, Medical Centre QLD

TI work with general practices to refine, implement or improve their systems. Riwka’s Practice Management Register is a tool I highly recommend to streamline, consolidate and track all your management activities. It’s an absolute marvel! Simple, easy to understand it covers all the bases and is especially useful for new practices or inexperienced practice managers. 

Laura T, Consultant

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

Ellen B, Coleraine-Casterton Medical Clinic

I'm finding it a great way to bring everything together and feel it is totally invaluable as a hand-over tool from one PM to the next

Maureen G, East Brunswick Medical Centre

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

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

Cate P, FNQ Family Practice

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

Just passed our Accreditation with flying colours!

They were very impressed with the templates we purchased from you; I think you might have a few more customers 😊

Jenny R, Flinders Clinic

Medical Business Services maintains the 'KISS' (keep it stunningly simple!) philosophy with this 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

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 &
Independent Practitioner 'Contractor' Register

  • Keep track of staff, roles, orientation completion and performance reviews

  • Document all persons including sessional visitors, contractors and non-staff persons that regularly interact with your practice 

  • Easy tracking of length of service

  • With concerns around the need to separate your independent practitioners from staff in all operational areas, we now introduce separate registers to document your doctors' details without it appearing that they are considered as 'employees'. 

Staff Immunisation Register
&
Independent Practitioner/'Contractor' Immunisation Register

  • Linked the updated staff register with NO double data entry

  • Add in all your staff and visitor immunisation details easily and accurately

  • Present this register as part of your accreditation compliance requirements

  • Easily identify missing vaccination records and track immunisation and serology testing

  • All recommended vaccines are listed together with links and details of requirements

  • Web link to the Australian Immunisation Handbook for further information

  • Immunisation details for independent practitioners/'contractors' is kept separate from employees

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

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

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

Asset Register

  • Manage and track all your practice's physical assets

    • Full inventory of all assets

    • Track warranty & maintenance

    • Document serial numbers and asset tags

    • Know where you purchased items from & when

Key Registrations

  • Track important registrations​

    • AHPRA​

    • Digital certificate expiries

    • Insurances

    • Leases

    • Contracts

    • Anything else you would like to track!

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!

  • Subscribe to the events calendar (Google)

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