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Locuming Made Simple. by Dr Manjit Purewal Updated by Dr Lynsey Fielden, 2007. WHY LOCUMING?. Aims. Gain insight into preparation needed to become a successful locum Gain insight on financial issues and record-keeping How to enjoy locum work. Objectives.

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locuming made simple

Locuming Made Simple

by Dr Manjit Purewal

Updated by Dr Lynsey Fielden, 2007

slide3
Aims
  • Gain insight into preparation needed to become a successful locum
  • Gain insight on financial issues and record-keeping
  • How to enjoy locum work
objectives
Objectives
  • Decide whether locuming is really for you
  • Be aware of steps required to set up as a locum
  • Know what administration work is involved and how to keep on top of it
objectives 2
Objectives (2)
  • Have an idea how to recruit an accountant, keep records for the tax man
  • Be aware of other financial issues e.g. income protection
  • Be aware of pitfalls common to locums
summary of locuming
SUMMARY OF LOCUMING

PREPARATION/CV

MAKING CONTACT

BOOKING

ON THE DAY (doing the job)

INVOICING

OTHER THINGS

Equipment

Accountant

Tax & finances

Leave

preparation
Preparation
  • Start early
  • Define where/what/when?
  • Performers’ list
  • Supplementary lists ?still exist
  • Documents & Paperwork
preparation 2
Preparation (2)
  • WYCSA/PCT locum list
  • CV and contacting surgeries
  • Inland revenue
  • Equipment
  • National Association of Non-Principals (NANP) & other locums
slide9
C.V.
  • Keep it short
  • Precise information
  • What lists are you included in - minor surgery, child health, obstetric list
  • Referees
  • CLEAR CONTACT DETAILS
booking work
Booking Work
  • When/how long for?
  • Computer system
  • How many patients/visits?
  • Admin. work/other clinics
  • On-call
  • Details of surgeries, e.g. start times, breaks
  • Fees
  • Get confirmation in writing
on the day
On the day
  • Locum pack?
  • Basic essentials, e.g. computer
  • Locating equipment/forms
  • FP10’s/MED3’s/etc.
  • How does the system/service run
  • Delegation
  • On-call sessions
  • Say ‘no’ if appropriate
record keeping
Record Keeping
  • Discuss with your accountant
  • Keep all receipts
  • Set time aside for this each week/month - makes sending out invoices a lot easier
  • KEEP ON TOP OF IT
invoices
Invoices
  • Keep them simple & headed
  • Use computer
  • Be precise about what you have done
  • Make sure the figures are clear
  • Remember if it looks messy or complicated then your payment may be delayed
slide14
Fees
  • You must have a base to start from
  • Speak to other locums
  • Ask the practice manager what they normally pay
  • Vary rates e.g. for surgery only, on-calls, etc.

OR hourly/sessional rate

  • Learn the art of negotiation
recommended locum rates
RECOMMENDED LOCUM RATES
  • The Office of Fair Trading ruled BMA-suggested locum rates anti-competitive in 1999.
  • Locums and Practices must negotiate rates.

(Medeconomics August 2004)

slide16
Tax
  • Find an accountant and discuss
  • Set up a (high interest) savings account
  • Save about 1/3 of your monthly earnings
  • Don’t touch it until after you receive your tax bill!
  • Make payments twice a year

(Jan & July)

useful web addresses
USEFUL WEB ADDRESSES
  • Institute of Chartered Accountants of England & Wales: www.icaew.co.uk
  • NHS Pensions: www.nhspa.gov.uk
  • National Association of Non Principals:

www.Nanp.org.uk

tax 2
Tax (2)
  • Don’t be fooled by low tax returns in first year
  • PAY TAX ON TIME (31st Jan deadline) - otherwise you will be fined and charged interest!
other finances
Other Finances
  • National Insurance – class II & III
  • ‘NHS Superannuation scheme’ - filling in of Locum form A & B and submitting with pension contribution
  • Income protection
extras
Extras
  • Equipment needed
  • Expenses
  • Long-term locums
  • Locum agencies
  • Cancellation policy
  • Details of other locums
  • Continuing Personal Development
  • Appraisal
potential pitfalls
POTENTIAL PITFALLS
  • Being poorly organised
  • Abuse by practices
  • Income - unpaid leave

- hidden costs

  • CPD
  • Isolation
  • NOT BEING ABLE TO SAY NO
enjoying it
ENJOYING IT!
  • Good preparation
  • Own boss
  • Flexible – leave, working patterns
  • Income
  • Gain insight into workings of different practices
  • Good way of finding the right practice for you in the future - networking
locuming made simple1
Locuming Made Simple
  • Preparation is key
  • Finances & record-keeping
  • ENJOYABLE!