Elements and Performance Criteria

Routine tasks may include:
Maintaining information systems
Providing practice communications
Performing financial activities
Maintaining stock and resources

Policies and procedures may include:
Treatment protocols
Human resources policies
Communication procedures
Emergency procedures
Stock control procedures
Financial procedures
Documentation procedures
Security procedures
Policy and procedure guidelines developed and/or provided by industry associations

In accordance with requirements for the scale of the operation.

Resources may include:
Physical environment
Practice/medical equipment
Administrative equipment and materials
Communications equipment
Marketing materials

Financial documentation may include:
Banking documentation
Credit transactions
Creditors and debtors systems
Costing procedures
Draft financial forecasts/budgets
Stock records
Petty cash
Asset registers
Payroll records

There will vary in complexity according to the scale of the business and the level of support employed from accountants and financial consultants.

Financial reports may include:
Cash flow forecasts
Budget reports
Reconciliations
Taxation documentation
Profit and loss statements
Detailed ledger accounts

There will vary in complexity according to the scale of the business and the level of support employed from accountants and financial consultants

Operational strategies may include:
Management and administrative systems and procedures
Office systems
Marketing approaches
Staffing procedures
Daily operation procedures
Environmental strategies

Marketing strategies may include:
Promotional and public relations activities
Development of marketing/promotional materials
Publicity and media relations
Advertising
Pricing strategies

Stock may include:
Materials and equipment required to prepare and dispense medicines
Materials and equipment used in the treatment of clients/patients
Medicinal preparations provided to clients/patients
Stationery and administrative supplies
Information materials provided to clients/patients
Other promotional materials

Statutory and regulatory requirements may include local, state and national legislation and regulations affecting business operations such as:
Business registration
Planning and other permissions
Fire, occupational and environmental legislation
Taxation, copyright and trademark regulations
Codes of practice standards
Anti-competition/monopoly and consumer-based legislation
Anti-discrimination Act
Equal Employment Opportunities Act
Therapeutic Goods Act

Human resource strategies may include:
Recruitment, policies and procedures
Training and assessment
Performance management strategies
Personnel documentation
Workplace communications
Planning and facilitation of meetings
Implementation of statutory requirements
Workplace health and safety
Time and stress management
Support networks

There will vary in detail according to number of personnel involved either as practitioner partners or employees

Employee records may include:
Job/position descriptions
Employee records (including tax file number, remuneration, leave and training records, records of disciplinary action, time and wages sheets)
Records of taxation and superannuation payments made
OHS records
Relevant awards and/or industrial agreements

Manage diversity involves:
Valuing and utilising the different skills, backgrounds and capabilities of self and staff and developing strategies to encourage and enable their effective integration into the business. Diversity may include for example:
Gender
Culture
Language
Network of contact
Work preference
Competencies
Education
Work history

Critical aspects of assessment:
Knowledge of clinic practices and procedures
Demonstrated ability to establish and maintain administrative systems
Demonstrated ability to accurately record financial transactions
Demonstrated ability to maintain payroll records
Demonstrated ability to securely manage monies
Knowledge of stock control methods and procedures
Ability to follow clinic practice guidelines
Ability to give and receive communication messages

Underpinning knowledge and skills:
Knowledge of forms and administrative systems
Knowledge of services available and charges
Knowledge of planning and control systems (sales, advertising and promotion, distribution and logistics)
Knowledge of financial recording systems
Knowledge of legal rights and responsibilities
Knowledge of record keeping duties
Knowledge of operational factors relating to the business (provision of professional services, products)
Knowledge of business systems
Time management skills

Resource implications:
Resource requirements may include:
An appropriately stocked and equipped clinic
Relevant documentation
Relevant paper-based/video assessment instruments
Appropriate assessment environment
Skilled assessors

Method of assessment:
Assessment may include:
Practical demonstration
Explanations of technique
Oral questioning and discussion

Context of assessment:
This unit is most appropriately assessed in the workplace or in a simulated workplace and under the normal range of work conditions. Assessment may contain both theoretical and practical components and cover a range of aspects of practice management.