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Hakim Group Timeline

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by

Clicue IT Solutions

on 6 July 2015

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Transcript of Hakim Group Timeline

PRACTICE TRANSITION TIMELINE
-60
-58
-51
-44
-41
-34
-24
-14
-7
-1
1
7
30
31
Register New Co. and provide No.
Responsible
: Muzza
Duration
: 24 hours
Send New Co. details to Solicitor
Responsible
: Zubair
Duration
: 1 day
Register new bank account and provide number
Responsible
: Muzza
Duration
: 45 days
Apply for New PDQ machine
Responsible
: Muzza
Duration
: 14 days
Register with GOC and provide GOC number for new co.
Responsible
: Muzza
Duration
: 7 days
Register with ICO and provide ICO number for new co.
Responsible
: Muzza
Duration
: 7 days
Register with Insurance company and provide copy of certificate and schedule.
Responsible
: Muzza
Duration
: 7 days
Current NHS contract details
Responsible
: Practice
Duration
: 7 days
Current NHS contract details
Responsible:
Duration: 7 days
Provide information required by solicitor to create draft documents.
Responsible
: Zubair
Duration
: 1 day
BPA, Consultancy Agreement, Lease Templates drafted by HO2 Solicitor and sent to Vendor's Solicitor
Responsible
: Zubair
Duration
: 7 days
HO2 Solicitor to send Due Diligence checklist to Vendor's Solicitor
Responsible
: Zubair
Duration
: 7 days
Exchange and Completion Dates decided by Imran and Vendor
Responsible
: Zubair
Duration
: 1 day
Imran decides on buddy responsible for transition
Responsible
: Imran
Duration
: 1 day
Buddy preps handover bundle
Responsible
: Buddy
Duration
: 1 day
Contact NHS and apply for NHS Contract
Responsible
: Zubair
Duration
: 7 days
Vendor Solicitor to return Due Diligence bundle to HO2 Solicitor (including Draft lease)
Responsible
: Zubair
Duration
: 10 days
Imran to decide if Due Diligence and Lease is sufficient
Responsible
: Imran
Duration
: 1 day
Confirm NHS practice visit date
Responsible
: Zubair
Duration
: 1 day
Imran introduction to staff - introduces buddy from Head Office
Responsible
: Imran
Duration
: 1 day
Buddy visits practice with agenda: (Basecamp. Daily KPIs Sales Tracking. Cash Tracking) + completes the HR sheets
Responsible
: Buddy
Duration
: 1 day
Begin filling in Daily KPI and Sales Tracking sheets
Responsible
: Practice
Duration
: On going
Buddy to ensure practice is competent with Basecamp, Daily KPI Sheet and Cash Sheet
Responsible
: Buddy
Duration
: 1 day
Setup practice HakimGroup email addresses
Responsible
: Zubair
Duration
: 1 day
Setup practice on Basecamp
Responsible
: Zubair
Duration
: 1 day
Buddy to re-explain and send handover templates to the practice
Responsible
: Buddy
Duration
: 1 day
Begin filling in templates and uploading to Basecamp
Responsible
: Practice
Duration
: On going
Remind practice of stock take to be completed correct as of completion date
Responsible
: Practice
Duration
: 7 days
Buddy to explain reconciliation process and second cash tracking sheet
Responsible
: Practice
Duration
: 1 day
Rota to be in place for next 3 months
Responsible
: Buddy
Duration
: 1 day
Create Practice Workbook
Responsible
: Buddy
Duration
: 1 day
Ring BBGR & Rawdon to set up lens accounts
Responsible
: Practice
Duration
: 1 day
Stock take
Responsible
: Buddy
Duration
: 1 day
Debtors and creditors list
Responsible
: Buddy
Duration
: 1 day
Funds needed by HO2 Solicitor from Suaib
Responsible
: Suaib
Duration
: 1 day
Practice to focus on Daily KPIs, Cash Tracking and Reconciliation
Responsible
: Practice
Duration
: On going
Contact Council to Calculate new rates
Responsible
: Muzza
Duration
: 7 days
Set up new utility contracts
Responsible
: Muzza
Duration
: 1 day
Practice Workbook Training
Responsible
: Buddy
Duration
: On going
Send payroll and rates bill info to HO. All information from previous payroll company required.
Responsible
: Practice
Duration
: 1 day
Provide two set of keys
Responsible
: Practice
Duration
: 1 day
Practice to list out all payments made by DD review and decide which to cease & continue
Responsible
: Practice
Duration
: 1 day
Monitor Direct Debits and decide continuation plan (using templates on Basecamp)
Responsible
: Buddy
Duration
: 1 day
Complete lens cost saving exercise
Responsible
: Buddy
Duration
: 1 day
Send reconciliation template to practice
Responsible
: Buddy
Duration
: 1 day
Send SO/DD mandate to transfer patients to new account
Responsible
: Buddy
Duration
: On going
Provide CL ordering systems and processes
Responsible
: Practice
Duration
: 1 day
Provide NHS tracking systems and processes
Responsible
: Practice
Duration
: 1 day
Provide stationary and logos + reminder letters and processes
Responsible
: Practice
Duration
: 1 day
Do payroll
Responsible
: Muzza
Duration
: 1 day
Practice Workbook checked and confirmed
Responsible
: Buddy
Duration
: 1 day
Send reconcilation report to HO
Responsible
: Practice
Duration
: 1 day
Responsible
: Buddy
Duration
: 1 day
Make reconciliation payment to Vendor or to HQ
DESIGNED BY CLICUE IT SOLUTIONS
38
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