Practice Care-taking

Whether a practice is needing intense support or looking at a quality improvement project

Co-Formation has the experience and resources to help.


The Caretaker role is not just about picking up the reins and steering a practice, it’s also about reviewing its present operational status so its sustainability and resilience can be rebuilt. We specialise in incorporating new models of care and technology into practices, allowing them to deliver care in a personalised more community-based way whilst weathering the current pressures on General Practice.
For those who work in Primary Care there is often little time to find the headspace to evaluate or redesign current processes within the practice. Our team can help map these processes, utilising data and staff activities to then build new clinical strategies. We can then help implement the updated pathway with on the ground support from our team.

We recognise that every practice and the problems they might be encountering are unique, hence we will design a bespoke package

for each situation.

Development of a Staff Skills Matrix​

This matrix denotes all the different roles and skills of each member of staff in or across the practices as well as the amount of each resource and its cost. For example, a practice nurse may be able to do diabetic and respiratory chronic disease reviews, or a receptionist may be trained in scanning and coding.

This allows for development of clinical strategies around workforce particularly in cross practices workings or networks.

Review of Governance Structures​

Review current structures of Governance, including:

• Service user, carer and public involvement

• Risk management

• Clinical audit

• Staffing and staff management

• Education and training

• Clinical effectiveness

• Clinical information

Operations Process Mapping

This involves a review of present operational processes including clinical and administrative systems. This is particularly useful to allow alignment and configuration of processes that will drive efficiencies and savings for working at scale.

This review also helps to identify potential issues before

any CQC inspections.

Performance Review

A review is undertaken looking at the performance of the practice related to its contract and any enhanced services. The potential

for improving QOF results and any additional income is explored

and recommendations made. The processes related to claims

is reviewed including the coding and prevalence of chronic

health conditions

Practice Population and Appointment

Data Extraction & Analysis

Data is extracted from the clinical system the practice uses in an aggregate form. This includes data about:

• Basic Population Statistics

• Appointment usage across age/gender

• Appointment types

• The wait time for appointments

• Appointment usage and capacity across roles

• Use of appointments by frequent attenders

In conjunction with a short survey this will help determine whether roles other than GP’s would be of

benefit within the practice such as MSK specialists, pharmacists or if there is need for

signposting and care navigation training for receptionists.

Staff Climate Survey

This online survey is designed to discover the current feelings

and opinions of all staff on relevant topics.

The survey is anonymous and there is a suite of questions which

can be chosen from or bespoke questions developed to answer

any specific concerns. The questions come in a format of

either multiple choice answers or free written responses.

The answers to the survey are compiled into a report

and presentation. This can then be fed back and used to

facilitate and direct change.

Succession Planning

Co-Formation will aim to steady a practice initially and then through transformation build resilience. Succession planning is important for the future practice’s sustainability and ideally this planning would commence at initial engagement. Knowing the plans for the surgery will allow any service redesign to fit in with the future ethos. The aim is always to enable a smooth handover with minimal disruption to staff and the running of the practice.

Back to Home Page

Contact Us

If you would like to speak to us about any service on the website then just email or give us a call. 

Tel: 07940285003

[email protected]