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PCNs: Collaborating with other practices on policies and processes

Advice on how practice managers within a primary care network could collaborate on practice policies and processes, including business continuity, data protection, safeguarding, complaints and IT systems.

(Picture: tumsasedgars/Getty Images)
(Picture: tumsasedgars/Getty Images)

Primary care networks are forming and practice managers will be central to their development. Most areas will have had informal practice networks for many years and are probably used to sharing information and knowledge. PCNs are an enabler for working together in a more formalised way.

One key area where practice managers can work together in networks is to develop joint policies. This article looks at looks at key practice management areas, including business continuity, data protection, safeguarding and complaints, where PCN constituent practices might want to develop common policies.

A separate article here looks at the staff and HR issues where practices could collaborate.

The following are all suggestions of things you might want to consider within your network, which could help to reduce duplication of effort.

General approach

It may be worth discussing policies in general in your network and perhaps sharing the workload between practices. You could identify key staff in each practice who are responsible for updating a particular policy on a regular basis and sharing the updated policy with all the practices in the network, this allows networks to share expertise and workload rather than every practice having to do the same thing. For some networks it could make sense to work from a joint template and tweak for individual practices.

Business continuity plan

Some elements of the business continuity plan will be specific to each practice, for example the fire evacuation plan and meeting point. Others such as IT failure will be similar, if not exactly the same, across practices in the network.

It makes sense to work through your business continuity plan and identify areas of similarity and difference and talk through scenarios, particularly any such as damage to the building that might result in a practice needing to share resources with another practice. Medeconomics has a business continuity plan template that could help you do this here.

Key contacts list
Consider drawing up a key contacts list of senior partners and practice managers in a document that can be emailed (and printed ahead of time in case of IT failure) so if the business continuity plan is put into effect everyone has the key contacts handy.

Physical issue with building and what to do in emergencies
Share useful details about individual practice buildings and consider a joint schematic with key points such as where stop cock, fuse box and alarm panel is.

Which practices have spare room capacity? What days are the rooms free? Does the network want to agree a cost for renting out the space between practices? It may be that if there was a total power cut for a day practices would be happy to share space without charging, but for a longer period would want to agree a cost – this is much easier to do ahead of time.

Data protection

Every practice needs to fill in the Data Protection and Security Toolkit every year. Much of this will be similar for every practice in the network. There are hefty fines for breaches and the area is relatively specialised so this could be an area where one practice leads. 

Remuneration for the work would need to be agreed by the network and it could be given to someone in the network with clinical governance expertise or alternatively outsourced out. 

A further option could be for one person to co-ordinate what needs to be done and send reminders to individual practices to ensure that all the work is done in a timely manner and the outputs such as learning from spot checks or updates to the policy could be shared across the network.


Safeguarding is a critical area for primary care. Primary care clinicians are in a unique position in the healthcare system given that patients are generally seen on a regular basis and the richness of the primary care record means that care staff can often spot safeguarding issues. 

There is a lot to consider to ensure that safeguarding is done properly and there is value in sharing best practice and multidisciplinary discussion of complex cases. As with data protection this could be an area that the network agrees a lead practice or puts an administrator in charge of updating the policy and sending out regular updates to the network.

Complaints process

Complaints can be time consuming if not well handled. Most practices will have a similar complaints process and harmonising the processes across the network could be a quick win and networks could share standardised complaint reply templates. 

As trust within networks develops one person could be responsible for investigating complaints across the network. This could be particularly useful when meetings with complainants are needed. It is good practice to have an independent person to chair and manage what can be contentious meetings and because hopefully they happen fairly infrequently it could be useful to have someone the network can call on to help manage these.

You may need to think separately about how complaints will be handled for new members of staff that are employed across the network.

Making best use of remote working and the clinical system

Most clinical systems have the capacity for shared access via smartcard. Think about regular audits or tasks that get done in every practice, for example childhood immunisations recall, cervical screening, QOf and so on.

Who are the key staff who work on these in every practice? Is there value in getting these staff together to process map what happens in different practices to look at how to maximise the efficiency of systems and make the most of the IT system? 

Alternatively are there key staff who have expertise with the clinical system who could run a particular process for every practice in the network? A key benefit to working in networks will be shared knowledge and learning.

It is important to note that any shared access should be accompanied by the appropriate Information governance training, confidentiality agreements and a clear directive and scope of the work to be undertaken.  

Practice managers have a good handle on the processes that happen on a regular basis and will likely have ideas for improving them, but these may have sat on the to do list due to lack of time or resources. Make a list of the key issues that all practice managers in the network find tricky and see where there are communalities and potentially expertise in one of the practices to tackle some of these issues. The very act of sitting down together to discuss common issues should provoke useful discussion and learning and could help to find solutions to common irritations.

  • Fionnuala O’Donnell is a practice manager and CCG board member in west London

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