Primary medical services policy and guidance manual – annexes

AnnexChapterLocation in documentPublication Link
Part A – Excellent commissioning and partnership working
Annex 14. Commissioning and Transformation Support (CATS) Programme4.2.2.1 CATS Intervention support approachNHS England » Primary medical care policy and guidance manual: Annex 1 – CATS intervention support approach
Part B – General contract management
Annex 2Chapter 2. Assurance framework for contract review2.6.7 A sample practice visit letterNHS England » Primary medical care policy and guidance manual: assurance framework contract review – annexes
Annex 3Chapter 2. Assurance framework for contract review2.6.10 A sample terms of reference (ToR) for a task and finish group investigating concernsNHS England » Primary medical care policy and guidance manual: assurance framework contract review – annexes
Annex 4Chapter 2. Assurance framework for contract review2.6.10 A sample overview of concerns – investigation planNHS England » Primary medical care policy and guidance manual: assurance framework contract review – annexes
Annex 5Chapter 3. Managing Patient lists3.2.21 Example assignment notificationNHS England » Primary medical care policy and guidance manual: managing patient assignments – annexes
Annex 6Chapter 3. Managing Patient lists3.2.21 Example patient letter confirming registrationNHS England » Primary medical care policy and guidance manual: managing patient assignments – annexes
Annex 7Chapter 3. Managing Patient lists3.3.11 stage 1 of a list maintenance programmeNHS England » Primary medical care policy and guidance manual: stage 1 of a list maintenance programme
Annex 8Chapter 3. Managing Patient lists3.3.11 stage 2 of a list maintenance programmeNHS England » Primary medical care policy and guidance manual: stage 2 of a list maintenance programme
Annex 9Chapter 3. Managing Patient lists3.3.17 sample letter to patientsNHS England » Primary medical care policy and guidance manual: sample letter to patients
Annex 10Chapter 3. Managing Patient lists3.5.3 Application to close practice list – Sample template for completion by contractorNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 11Chapter 3. Managing Patient lists3.5.3 Application to close practice list – sample letter from Commissioner to contractorNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 12Chapter 3. Managing Patient lists3.5.7 Application to close practice list – consultation letter from commissioner to affected partiesNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 13Chapter 3. Managing Patient lists3.5.11 Approval – Example Closure NoticeNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 14Chapter 3. Managing Patient lists3.5.13 Rejection of Extended Closure – Example LetterNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 15Chapter 3. Managing Patient lists3.5.17 Application to extend closure – sample letterNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 16Chapter 3. Managing Patient lists3.5.17 Example Application to Extend a Closure Period – Sample Letter from Commissioner to ContractorNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 17Chapter 3. Managing Patient lists3.5.18 Example consultation letter from commissioner to affected parties regarding application for extensionNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 18Chapter 3. Managing Patient lists3.5.19 Approval – Example Extended Closure NoticeNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 19Chapter 3. Managing Patient lists3.5.20 Rejection of extended closure – example letterNHS England » Primary medical care policy and guidance manual: managing closed lists – annexes
Annex 20Chapter 6. Managing [non-violent] patient behaviours which lead to removals from the list at the request of the contractor including protecting against discrimination, harassment or victimisation6.5.4 Template warning letterNHS England » Primary medical care policy and guidance manual: managing behaviour which challenges healthcare staff – annexes
Annex 21Chapter 6. Managing [non-violent] patient behaviours which lead to removals from the list at the request of the contractor including protecting against discrimination, harassment or victimisation6.5.5 Template mutual behaviour letterNHS England » Primary medical care policy and guidance manual: managing behaviour which challenges healthcare staff – annexes
Annex 22Chapter 7. Managing violent patients – Special allocation scheme7.1 – 6 Standard patient communication letterNHS England » Primary medical care policy and guidance manual: managing behaviour which challenges healthcare staff – annexes
Annex 23Chapter 7. Managing violent patients – Special allocation scheme7.1- 7 Primary Care Support England Patient removal request formNHS England » Primary medical care policy and guidance manual: managing behaviour which challenges healthcare staff – annexes
Annex 24Chapter 7. Managing violent patients – Special allocation scheme7.1 11 Sample risk assessment formNHS England » Primary medical care policy and guidance manual: managing behaviour which challenges healthcare staff – annexes
Annex 25Chapter 7. Managing violent patients – Special allocation scheme7.4.3 SAS sample good conduct guideNHS England » Primary medical care policy and guidance manual: managing behaviour which challenges healthcare staff – annexes
Annex 26Chapter 7. Managing violent patients – Special allocation scheme7.5.3 Sample terms of reference for an appeal panelNHS England » Primary medical care policy and guidance manual: Sample terms of reference for an appeal panel
Annex 27Chapter 7. Managing violent patients – Special allocation scheme7.5.7 Sample data sharing agreementNHS England » Primary medical care policy and guidance manual: sample data sharing agreement
Annex 28Chapter 7. Managing violent patients – Special allocation scheme7.5.7 Risk Assessment approachNHS England » Primary medical care policy and guidance manual: risk assessment approach
Annex 29Chapter 7. Managing violent patients – Special allocation scheme7.5.14 Sample patient letter – appeal upheldNHS England » Primary medical care policy and guidance manual: sample patient letter – appeal upheld
Annex 30Chapter 7. Managing violent patients – Special allocation scheme7.5.14 Sample patient letter – appeal rejectedNHS England » Primary medical care policy and guidance manual: sample patient letter – appeal rejected
Annex 31Chapter 8. Contract variations (templates available)8.3.4 -Template variation notice for legislation/ regulatory changes – GMS ContractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 32Chapter 8. Contract variations (templates available)8.3.4 -Template variation notice for legislation/ regulatory changes – PMS/APMS ContractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 33Chapter 8. Contract variations (templates available)8.5.7 Request for information relating to change from individual to partnership – GMS ContractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 34Chapter 8. Contract variations (templates available)8.5.9 Acknowledgement of information relating to changes from individual to partnership – GMS ContractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 35Chapter 8. Contract variations (templates available)8.5.14 Request for information relating to change from individual to more than one individual – PMS AgreementNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 36Chapter 8. Contract variations (templates available)8.5.16 Acknowledgement of information relating to change from individual to more than one individual – PMS AgreementNeed to double check I have this.
Annex 37Chapter 8. Contract variations (templates available)8.5.23 Request for information relating to change from partnership to individual– GMS ContractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 38Chapter 8: Contract variations (templates available)8.5.24 Acknowledgement of information relating to change from partnership to individual – GMS contractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 39Chapter 8. Contract variations (templates available)8.5.32 Request for information relating to change from more than one individual to an individual – PMS AgreementNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 40Chapter 8. Contract variations (templates available)8.5.34 Acknowledgement of information relating to change from more than one individual to an individual – PMS AgreementNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 41Chapter 8. Contract variations (templates available)8.5.43.1 Managing circumstances where partnership dissolved with no clear successor – GMS ContractsNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 42Chapter 8. Contract variations (templates available)8.10.12 The common assessment framework for incorporation requests – support and guideNHS England » Primary medical care policy and guidance manual: supporting guidance for the commissioner assessment framework for incorporation requests
Annex 43Chapter 8. Contract variations (templates available)8.10.12 Acknowledgement of requests to incorporate and incorporation application – template and guideNHS England » Primary medical care policy and guidance manual: acknowledgement of requests to incorporate and incorporation application – template and guide
Annex 44Chapter 8. Contract variations (templates available)8.10.12 The assessment frameworkNHS England » Primary medical care policy and guidance manual: assessment framework
Annex 45Chapter 8. Contract variations (templates available)8.10.13 – Letter and the assessment template for incorporation [NB: annex 43 provided is a repeat of 45]NHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 46Chapter 8. Contract variations (templates available)8.10.13- Assessment Template for Incorporation for CommissionerNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 47Chapter 8. Contract variations (templates available)8.10.13 Letter and Assessment template for disincorporationNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 48Chapter 8. Contract variations (templates available)8.10.14 Letter of refusal of a request to incorporateNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 49Chapter 8. Contract variations (templates available)8.10.25 Template agreement letterNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 50Chapter 8. Contract variations (templates available)8.10.25 Template novation agreementNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 51Chapter 8. Contract variations (templates available)8.11.31 Template business case for practice mergerNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 52Chapter 8. Contract variations (templates available)8.11.31 Template mobilisation plan for practice mergerNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 53Chapter 8. Contract variations (templates available)8.11.33 Super practice template variation agreementNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 54Chapter 8. Contract variations (templates available)8.14.4 Template application notice to change the practice areaNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 55Chapter 8. Contract variations (templates available)8.14.7 Acknowledgment of application to change practice areaNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 56Chapter 8. Contract variations (templates available)8.17.10 Template application to close branch premisesNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 57Chapter 8. Contract variations (templates available)8.17.13 Acknowledgment of application to close branch premisesNHS England » Primary medical care policy and guidance manual: contract variations annexes
Annex 58Chapter 9. Managing a PMS contractor’s right to a GMS contract9.5.5 PMS agreement transfer to GMS contract- template eligibility letter (essential services)NHS England » Primary medical care policy and guidance manual: managing a PMS contractor’s right to a GMS contract – annexes 
Annex 59Chapter 9. Managing a PMS contractor’s right to a GMS contract9.5.6 PMS agreement transfer to GMS contract- template ineligibility letter (essential services)NHS England » Primary medical care policy and guidance manual: managing a PMS contractor’s right to a GMS contract – annexes 
Annex 60Chapter 9. Managing a PMS contractor’s right to a GMS contract9.5.7 PMS Agreement Transfer to GMS Contract – Next step template LetterNHS England » Primary medical care policy and guidance manual: managing a PMS contractor’s right to a GMS contract – annexes
Annex 61Chapter 10. Practice closedown (planned/scheduled)10.3.2 Guide to communications with practicesNHS England » Primary medical care policy and guidance manual: practice closedown (planned/scheduled) – annexes 
Annex 62Chapter 10. Practice closedown (planned/scheduled)10.3.2 Checklist for documentation recording when contract endsNHS England » Primary medical care policy and guidance manual: practice closedown (planned/scheduled) – annexes 
Annex 63Chapter 10. Practice closedown (planned/scheduled)10.5.26 Template Detailed ReportNHS England » Primary medical care policy and guidance manual: practice closedown (planned/scheduled) – annexes 
Annex 64Chapter 10. Practice closedown (planned/scheduled)10.6.3 Template Exit planNHS England » Primary medical care policy and guidance manual: practice closedown (planned/scheduled) – annexes 
Annex 65Chapter 10. Practice closedown (planned/scheduled)10.6.5 Operational management planNHS England » Primary medical care policy and guidance manual: practice closedown (planned/scheduled) – annexes 
Annex 66Chapter 12 The model12.4.1 – Financial model templateNHS England » Primary medical care policy and guidance manual: Financial model template 
Annex 67Chapter 13. Subcontracting of Clinical services: assurance framework13.1.9 Summary of the mandatory terms for each type of contractNHS England » Primary medical care policy and guidance manual: summary of the mandatory terms for each type of contract 
Part C: When things go wrong
Annex 68Chapter 1. Contract Breaches: sanctions and terminations1.3.5 Remedial notice flowchartNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 69Chapter 1. Contract Breaches: sanctions and terminations1.3.11 Template remedial noticeNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 70Chapter 1. Contract Breaches: sanctions and terminations1.3.13 Template notice receiptNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 71Chapter 1. Contract Breaches: sanctions and terminations1.3.15 Template Remedial notice satisfaction letterNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 72Chapter 1. Contract Breaches: sanctions and terminations1.3.22 Breach notice flowchartNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes
Annex 73Chapter 1. Contract Breaches: sanctions and terminations1.3.28 Template breach noticeNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 74Chapter 1. Contract Breaches: sanctions and terminations1.3.33 Template notice returnNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 75Chapter 1. Contract Breaches: sanctions and terminations1.4.8 Calculating a Financial Contract SanctionNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 76Chapter 1. Contract Breaches: sanctions and terminations1.4.10 Template Contract Sanction noticeNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 77Chapter 1. Contract Breaches: sanctions and terminations1.5.13 Template termination noticeNHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes 
Annex 78Chapter 1. Contract Breaches: sanctions and terminations1.6.2 Termination flowchartHS England » Primary medical care policy and guidance manual: contract breaches, sanctions and terminations – annexes
Annex 79Chapter 3. Death of a contractor3.2.2 Template acknowledgement letterNHS England » Primary medical care policy and guidance manual: practical issues arising from death of a contractor – annexes 
Annex 80Chapter 3. Death of a contractor3.4.8 Template notification letterNHS England » Primary medical care policy and guidance manual: practical issues arising from death of a contractor – annexes 
Annex 81Chapter 3. Death of a contractor3.4.17 Template termination letterNHS England » Primary medical care policy and guidance manual: practical issues arising from death of a contractor – annexes 
Annex 82Chapter 4. Managing Disputes4.4.7 Example acknowledgement letterNHS England » Primary medical care policy and guidance manual: managing disputes – annexes
Annex 83Chapter 4. Managing Disputes4.4.8 Example invite letterNHS England » Primary medical care policy and guidance manual: managing disputes – annexes 
Annex 84Chapter 4. Managing Disputes4.4.9 Example stage 1 outcome letter (progress to stage 2)NHS England » Primary medical care policy and guidance manual: managing disputes – annexes 
Annex 86Chapter 5. Adverse events5.3.4 Contractor’s Preliminary Notice of Force Majeure EventNHS England » Primary medical care policy and guidance manual: adverse events (e.g. flood and fire) – annexes 
Annex 87Chapter 5. Adverse events5.3.5 Template acknowledgementNHS England » Primary medical care policy and guidance manual: adverse events (e.g. flood and fire) – annexes 
Part D: General
Annex 88Chapter 2. Protocol in respect of locum cover or GP performer payments for parental and sickness leave2.3.2 Sample declaration of eligibilityNHS England » Primary medical care policy and guidance manual: protocol in respect of locum cover or GP performer payments for parental and sickness leave – annexes 
Annex 89Chapter 2. Protocol in respect of locum cover or GP performer payments for parental and sickness leave2.14.3 Sample Claim formNHS England » Primary medical care policy and guidance manual: protocol in respect of locum cover or GP performer payments for parental and sickness leave – annex
Annex 90Chapter 2. Protocol in respect of locum cover or GP performer payments for parental and sickness leave2.14.3 Frequently asked questionsNHS England » Primary medical care policy and guidance manual: protocol in respect of locum cover or GP performer payments for parental and sickness leave – annexes 
Annex 91Chapter 11. Discretionary payments (made under section 96 of the NHS Act)11.4 – 2 Section 96 application templatesNHS England » Primary medical care policy and guidance manual: section 96 application functional excel template