How to Get Started with My Practice Manager
Thank you for signing up to My Practice Manager! You likely have plenty of priorities competing for your time, and we’re here to make things simpler. Below are some quick tips to get you acquainted with the system and start saving time right away.
The Goal
My Practice Manager is designed to help GP practice managers streamline and simplify daily operational tasks. We’d love to hear how we can further reduce the burden of mundane tasks you face. If you see a gap in our features—something you believe would save you significant time—please drop us a note at help@mypracticemanager.co.uk. Your feedback helps us improve the platform to better serve you.
Avoid Feeling Overwhelmed
A common hurdle new users face is feeling they need to set up every single feature right away. This can be overwhelming, leading some to delay or skip getting started entirely.
Tip: Start small. Begin by using one or two features that fit easily into your day-to-day routine, then add more as you gain comfort and see the benefits.
1. Start with Risk Assessments
We all understand the importance of risk assessments for identifying and mitigating potential issues in the practice. Yet, day-to-day demands can make it easy to postpone them until an external check or an incident occurs.
Why this matters:
Skipping risk assessments can increase long-term stress or worry.
Having them in place helps you feel confident that you’ve covered your bases.
How to get started:
Whenever you encounter something that requires a risk assessment, go to Compliance: Risk Assessment and create one.
Next, visit the Task Dashboard to log any tasks associated with mitigating those risks.
Over time, this small effort translates into large benefits—less stress, more clarity, and a stronger, more organized practice.
2. Add Deputies or Assistants to My Practice Manager
If you have a deputy or assistant (or a member of the reception team who helps out occasionally), add them in the Settingssection.
Why this helps:
You can assign tasks to them directly.
Everyone clearly sees what needs to be done and what’s completed.
You can avoid time-consuming check-ins and provide freedom while still having an easy way to see the overall status of tasks.
Delegating via My Practice Manager keeps everyone on the same page, which can make the process feel more transparent and less burdensome.
3. Complete Onboarding for One Section
By now, you’ll hopefully see some time savings and reduced stress. To continue making the most of My Practice Manager, consider completing the onboarding for a specific area, like Health and Safety.
How it works:
Select from our suggested tasks, or add tasks unique to your practice.
Once set up, you’ll receive reminder emails—one at the start of the week, one at the end, and daily emails if any tasks are overdue.
No more trying to remember everything in your head or juggling endless lists. If you have a deputy or assistant, feel free to delegate the onboarding to them so that you can focus on higher-level tasks.
4. Invite an Engaged GP Partner
If you work with a GP partner who enjoys staying up to speed on practice operations, invite them to My Practice Manager. They can view tasks, receive the same email reminders, and stay informed without requiring additional updates from you.
5. Explore Other AI Compliance Modules
Beyond Risk Assessments and Onboarding, you’ll find a range of other compliance tools in My Practice Manager:
Policy Writing & Editing
Complaint Responses
Letters of Support
Significant Event Analysis
Standard Operating Procedures
Each module aims to simplify and automate parts of the compliance process. Don’t feel pressured to explore everything at once; just remember these tools are available whenever you’re ready.
6. Check Out Our Management Tools
For broader practice needs, we’ve also developed helpful management tools:
Staff Email Writing
Social Media Posts
Business Plans
They might not be a perfect fit for every scenario, but they can serve as a solid starting point for your next planning session or communication.
7. Supplies
Currently, our Supplies module focuses on comparing prices from uploaded supplier invoices against other practices’ costs. Over time, we plan to expand these features and help you get the best deals from suppliers. Keep an eye on future updates that can further support your day-to-day management.
Many of Our Features Come from Your Feedback
We know My Practice Manager doesn’t cover every aspect of your complex role—but we’re working to make it as comprehensive and helpful as possible. If you have ideas for new features or spot areas we could improve, let us know at help@mypracticemanager.co.uk. Your input shapes our roadmap, and we deeply value your insights.
Thank you for choosing My Practice Manager. We appreciate your expertise and the work you do every day to keep your practice running smoothly. Our goal is to take the weight of administrative tasks off your shoulders so you can focus on providing excellent patient care. If you have any questions or need help, don’t hesitate to get in touch.