7.11.

52 – Annex B Template Mobilisation Plan for Practice Merger

Area Action Required Due Date Who Comments/issues Key Contacts Status

1. Patients

Letters to include details of:

 Neighbouring practices,
 PALS / Health Watch
 FAQs such as
o Next steps,
Draft letter for patients Practice
o Contact details of new practice
o Background new practice -
Introduction
o Prescriptions
o Referrals

Distribution of letter to patients Practice Practice to arrange distribution

Telephone message to be put

Practice
onto practice telephone.
1.1 Communication

Notice on doors & local

Practice
pharmacy

Consider welcome message / Practice Practice to consider:

patient group work  Patient group invite
 Welcome Leaflet
Area Action Required Due Date Who Comments/issues Key Contacts Status

 Poster
Records

Medical records Practice

1.2

Overvie
Clinical

Share Plan with Medical

ICB
Director
1.3

2 COMMUNICATIONS
Communication

Inform staff of current situation

Practice
and options.
2.1

3 PREMESIS

Ensure premises lease are in

Practice
Lease

place
3.1

4. IT/ DIGITAL
Area IT Plan Action Required Due Date Who Comments/issues Key Contacts Status

 IT Plan Practice
4.1

Practice need to confirm pooled list or

4.2 BSU Transfer

GP List
Any changes in GP performers need to

of Patients

BSU/ LASCA – merger of be notified to PCSE using NPL3 form

Practice
registered patients
Update practice information
Agreed dates

5. COMMUNICATIONS
OTMG

Letter to Practice 3 to confirm

Practice
approval for merger
5.1

/
Practices

Letter/email to neighbouring
practices to inform of merger Practice
confirmation
5.2
Area Action Required Due Date Who Comments/issues Key Contacts Status
and Scrutiny
Liaise with overview and
Overview

scrutiny to confirm merger Practice

date.
5.3

Communication with LMC to

LMC

Practice
5.4

confirm merger date.

Email to comms to inform them

Practice /
5.5 PCT

of potential media interest

comms

ICB
team

District Nurses/Health Visitors

to be notified to liaise with Practice
patients on caseload.

Palliative care manager to be

Practice
informed to liaise with nurses.
5.6 FT/ s Provider arm

Common Mental Illness – all

mental health workers to be Practice
notified and liaise with patients.

Severe and Enduring Mental

Practice
Health

Mental Health Trust Practice

Area Action Required Due Date Who Comments/issues Key Contacts Status

Midwifery Practice

Patients Discharged from Hospital

Business Managers at FT’s to Practice / Local Hospitals and Trust
be informed ICB Mental health trust
Ambulance Service

Inform PALS and complaints of

PALS

Practice Inform of contact details for practice

merger
5.7

Need to update lists/practice

ICB
5.8 BSU

information

Inform courier services Practice

5.9 CCG

Need Email to CCG to

Practice
cascade to Directors.

Need to notify OOH - NHS111 Practice

OOH
5.10
Regiona

Notify directors of regional

l Team

ICB
5.11

NHS England team

Area Action Required Due Date Who Comments/issues Key Contacts Status

Local Pharmacies
5.12 Notify other agencies

Local Hospitals

Business Services agency

(BSA)
Practice

Check performers aligned to new

PCSE practice and appropriate NPL3 forms
submitted to PCSE

6.

Need to prepare contract Finance to prepare and agree sign off

Contract

schedule to reflect contract with practice

Finance
termination / merger contract
Capitation list size 31st March
6.1

value

Administer closure of contract

ICB
on Exeter system/QMAS
6.2 Exeter /
QMAS
Area Action Required Due Date Who Comments/issues Key Contacts Status

Practice to print off copy of

Practice
population manager

To confirm:
 New / same bank accounts
Payments and recoveries Practice  If new bank account confirm
Accounts
6.3 Bank

term for old account staying

open for payments and
recoveries

7. CONTRACTUAL

Contract Variation to add all

ICB Date to be confirmed
Partners to contract

Confirm Practice agreement in Practice /

7.1 Contractual

place ICB

Termination notice ICB

To confirm if name is staying the same

Confirmation of provider name Practice
or changing

BSU/LASCA to add end date ICB BSU to update contract details and
7.2 BSU

to the Exeter contract and transfer patients

transfer patients
Area Action Required
Check performers aligned to
new practice and appropriate
NPL3 forms submitted
8. ACTIONS FROM PATIENT ENGAGEMENT
Capacity of appointments
8.1 Appointments
Continuity of GP
Due Date Who Comments/issues Key Contacts Status
ICB
 Two new GPs appointed at Practice
1;
 Following merger existing clinics to
be reviewed to consider better
allocation across the two sites;
 Following merger cross site working
Practice to be implemented for clinicians,
and;
 Following merger structural
changes to be made at Practice 2
site to accommodate more clinical
sessions to increase appointment
availability.
 The practices have discussed with
patients that they will still be able to
see their doctor although it may be
Practice at either Practice 1 or Practice 2.
The practice will monitor continuity
of care throughout the merger.
Area Action Required Due Date Who Comments/issues Key Contacts Status

 The practice has informed patients

that there will be one improved
telephone system which will be
based at Practice 1 with multiple
Telephone System Practice lines to improve access to the
practice.
8.2 Adequate facilities

 Following merger existing clinics to

be reviewed to consider better
Capacity of waiting room Practice allocation across the two sites;
 Following merger cross site working
to be implemented for clinicians,

 The practice have informed patients

that the merger will be a significant
8.3 Staffing

change for all, we plan to work will

Concerns for staff Practice all of the staff to ensure a smooth
positive change with benefits for our
staff and patients.