PMAANZ Knowledge & Skills Framework

PMAANZ working to educate and inform practice managers and administrators

PMAANZ

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Knowledge and Skills Framework

Designed by: ProCare Health Ltd

Endorsed, adapted and Distributed by: PMAANZ

Current Position

There is strong anecdotal evidence that Practice Managers & Administrators feel their work is undervalued and that currently there is no way of having their work validated and recognised

Practice Managers were asking for on the job training

They didn’t want to sit in a class room learning what they already knew

They didn’t want to have to travel to study

They didn’t want it to be too expensive

Why a Knowledge & Skills Framework?

Specifically developed to up-skill Practice staff

Provides recognition for a non regulated workforce

Three levels – building up knowledge and expertise

Development plan uses content developed in conjunction with current scopes of practice determined by PMAANZ

Development plan in line with MECA Medical Receptionist/Administration staff performance tasks

Links into NZ College of General Practice Cornerstone® indicators

Fulfilled some of what was being asked for….

Benefits of KASF

More able, engaged and recognised workforce

Career pathway for non-clinical practice staff

More networking for non-clinical practice staff through peer support and mentoring

Tool for negotiating salaries and/or wages

Recognition of standard of Practice

Stronger Professional Body (PMAANZ)

Practice efficiency raised

Cornerstone® indicators highlight benefits of accreditation

Practice income raised

A Closer Look Finance – Revenue streams

Level 1 (Bronze) : • Capitation • Patient • ACC • Population based • Understand funding streams and source of practice income and be able to fully

discuss these Level 2 (Silver):

• Analysing Practice Register • Manage, review and refine funding streams • Provide examples of how this has been achieved and, provide a written account of

how this is important to the Financial Management of practice Level 3 (Gold): • Budgets and Cash Flow • Discuss importance of budgets & cash flow to Financial Management with Practice

Accountant or member of PHO Finance team.

KASF- Finance

Revenue Streams Bank Reconciliations Debtors & Creditors Payroll Budget & Cash Flow Financial Statements Risk Management Crisis Management PHO Reporting IRD returns Reporting to business owner Business assessment Practice ownership

KASF Level 1 - Bronze

Level one:

Candidate to have a basic understanding and engagement with Practice Management and Administration and to have worked in General Practice Environment for a minimum of 2,000 hours

Management of Reception

Making appointments

Efficient and accurate message taking

Processing PHO enrolments

Managing visitors i.e. Drug Reps

Banking preparation

Invoicing

Receipting

Ability to fill Practice Manager’s role on a temporary basis

Ability to work demanding situations Note: Customer Service is a separate area

Customer Service

Know practice protocol for dealing with emergency calls

Ability to recognize patient needing immediate attention

Managing patient expectations

Culturally appropriate behaviour

Information Technology

Keyboard skills

E-mail

Internet searches

Use of Software Packages – word, excel etc

Requirements

Attendance at PMAANZ sessions

Involvement in mentoring

Involvement in peer support

Commitment to continuing up-skilling

Grandfathering

This process is to be developed

Criteria for Grandfathering into each level will ensure the standards set at each level are meet

Future Plans

2015 – liase with PHO’s about funding ?CAE

Develop Education resources and contacts (webpage)

Develop Grandfathering process

Develop webinar sessions

Accredited Practice Managers

Fellowships

Just imagine…..

For information regarding the Knowledge and Skills Framework please contact PMAANZ

Thank You

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