N.B: All Customers must be aware that this is simply an example of the stages which will have to be covered to ensure that we are able to offer the best individually tailored service possible to each Customer to meet their needs. All the stages listed may not apply in all cases.
Initial discussion with GP/Practice to establish whether the Practice is PMS/GMS? What service the Customer requires and why. Establish how the Practice has performed against their targets in previous years. See what went well for them and what didn't. Establish why
Visit the Practice to meet the Customer and Staff, to get information regarding PCT etc and to look at existing Protocols/Policies etc. Get a copy of their latest QOF requirements
Agree with the Customer what services and/or documentation they require
Agree a timescale for preparation of documentation and delivery of completed documents to the Customer
Confirm charges with the Customer
Send draft Service Agreement to Customer. If any changes required, agree changes with Customer and modify the Service Agreement
Send final version of Service Agreement to Customer for their signature
Send draft documents to Customer for their approval. Make any relevant agreed additions/omissions or changes
Deliver completed documents
Send invoice for service delivered
Full payment to be received from Customer by us within 30 days of sending invoice
