Your go-to tools for confident, effective practice management
The Toolkits & Templates section of the Practice Manager Academy has been created to be your go-to place for managing the day-to-day realities of running a medical practice.
As a Practice Manager, you’re often expected to know how to handle every situation — even when you’ve never been given the tools, templates, or guidance to do so. These toolkits and templates exist so you don’t have to start from scratch, second-guess yourself, or spend hours trying to work things out on your own.
We’ve done the hard work for you.
Everything here has been thoughtfully created to support real-life practice management — helping you save time, work more efficiently, lead with confidence, support compliance (particularly in HR), and keep your finger on the pulse of what’s happening in your practice.
What You’ll Find in Toolkits & Templates
HR Toolkits
Your go-to HR resources to support you through every stage of the employee journey — from onboarding and performance management through to difficult conversations, underperformance, and exits.
Practice Management Toolkits
Toolkits and practical frameworks covering key areas of practice management, including operations, processes, compliance, and day-to-day responsibilities.
Dashboards & Planners
Clear, practical dashboards and planners that become your go-to tools for staying organised and maintaining oversight of your practice.
Forms & Checklists
A library of ready-to-use forms and checklists to support efficiency, consistency, and best practice across common practice management tasks.
Email & Letter Templates
A collection of professionally written email and letter templates to support clear, confident communication in common and challenging situations.
How These Tools Support You
These toolkits and templates are designed to make your role as a Practice Manager easier in every area.
They remove the pressure of having to know everything or create everything yourself, giving you practical, ready-to-use resources you can rely on. Together, they help you work more efficiently, support compliance, manage people and processes with confidence, and stay across what’s happening in your practice.
For many Practice Managers, these tools quickly become an essential part of how they manage their role day to day.
These go-to tools are here to support you as you manage your practice with confidence, clarity, and control.
