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Practice Management


Define the Practice Manager’s relationship with:


Local NHS General Practitioners, Consultants & Health Care Providers
Local Hospitals & Clinics
Social Care Sector
Voluntary Sector

Create and keep updated a Health Centre Practitioner’s Handbook:

The Centre’s rules and requirements including the issues of assisting a client/patient to choose a treatment and/or a Practitioner, the handling of incoming mail/messages (confidentiality) and the collection of fees.

  • Legal relationship with Practitioners: Employee/Self-employed? Implications

  • Licence to occupy to be granted to each Practitioner: possible content/ requirement of independent legal advice

  • Disputes between Health Centre and Practitioner: Need for a work-place mediation facility

  • Proposed Practitioner Board: Membership/Constitution/Parameters

  • Complaints procedure: Internal and/or external; Involvement of Practitioner’s professional Membership organisation

  • Vetting of Practitioner/Client Contract, Code of Care; Consent to treatment procedures; Parent or Guardian Consent to treatment procedures

  • Vetting of Practitioner: Membership registrations and professional Insurance  (annually)

  • Professional Negligence Indemnity Insurance: requirement for individual Practitioner and separate cover for Health Centre, the importance of “run-off” cover

  • Employer’s Civil liability Certificate & Insurance and Public liability Insurance: requirements

  • Membership of , for example, the Federation of Small Businesses (FSB): benefits

  • Membership of professional registers: see above

  • The safeguarding of vulnerable groups: Disclosure and barring service

  • Legislation: implications for some Practitioners

  • Disability Discrimination Act: need for premises assessment survey?

  • Data Protection Act: need to register and appoint a data controller? Cyber security protection?

  • Practitioner’s professional requirements (if any) relating to statutory regulation or voluntary self-regulation

  • Medical Health & Local Government Authorities: Implications for Practitioners & Health Centre

  • CAM research resources: encourage Practitioners to make available for clients

  • Health Centre Evidence-based CAM research guides for display in Health Centre reception area: sources, content and format

  • The creation of a CAM lending Library as a health centre resource for the use of clients, practitioners and CAM students using the Centre

  • Health Centre Newsletters both internal (for Practitioners) and external (for existing and prospective clients)

  • Arrange participation in open days, trade fairs, expo exhibitions and CAM conferences

  • Arrange Practitioner contribution to the marketing of their practice, the Health Centre & CAM generally: local radio, television and other media outlets to include Practitioners giving interviews & presentations

  • Arrange local competitions (e.g. a Picture of Health painting competition) promoting Health Centre and its Practitioners

  • Marketing: website & social media content; Practitioner brochures – in a “house style”? Voucher scheme

  • Provision of Training facilities: meeting the increasing demand for Practitioner CPD Courses

  • Place entries in local Health Guides/Listings

  • CAM product sales: need for sales staff training/insurance

  • Keep under review interaction and networking with local NHS  & private health providers

  • Promote the use of client treatment records and the use of Treatment Evaluation Forms, incorporating client-related treatment outcome measures

  • Promotion of Integrated Healthcare practice ethics: Practitioner mentoring; Promote integrated healthcare treatment plans

  • Create & distribute Health Centre reception information & therapy guides

  • Review awareness of contra-indications between different types of treatments: implement process for practitioner liaison & resolution of practitioner disputes

  • Preparation for local authority spot-check inspections relating to Health and Safety at Work activities and records

  • Environmental Protection legislation: annual waste declaration and compliance issues
    Practitioners to complete accredited first-aid courses (usually every three years) check that this has been done

  • Encourage Practitioners (where appropriate) to obtain a NHS National Independent Provider Organisation Code and to register as a provider with private health insurance companies

  • Promote awareness of European Union proposals and Directives relating to CAM

  • Liaise with relevant authorities regarding approval of Health Centre for the practice of relevant treatments (e.g. for acupuncture)

  • Liaise with Social Services and GP Practices with regard to referrals (e.g. for psychotherapy and counselling)

  • Generally encourage and advise Practitioners to adopt a business approach to their CAM practice and to spend adequate time on as well as in their practice.



and Richard’s book Business Guide for Health Therapists available at or from digital stores at

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