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Policy Updates - Week Commencing 27th November 2023

First Practice Management members can access a comprehensive and invaluable selection of sample documents in the Policies and Procedure Library

Policy updates week commencing 27th November 2023

NEW documents

Holiday Planners for 2024 now available in the Toolkits Section;

England & Wales (Jan to Dec)

Scotland (Jan to Dec)

Northern Ireland (Jan to Dec)

Also available - April 2024 to March 2025 for all regions

Policy updates week commencing 15th November 2023

NEW documents

eConsult Process for Primary Care (Template)


Policy updates week commencing 8th November 2023

Unchanged documents

Smoking Cessation Questionnaire


Policy updates week commencing 1st November 2023

NEW documents

Emergency Preparedness, Resilience, and Response Policy

Updated documents

Carers (Identification of) Protocol


Policy updates week commencing 23rd October 2023

Updated documents

Confidential Waste (Shredding) Protocol
Clear Desk / Screen Policy


Policy updates week commencing 16th October 2023

Updated documents

Staff Handbook


Policy updates week commencing 9th October 2023

Updated documents

Use of Patients' Health Records - Leaflet


Policy updates week commencing 2nd October 2023

Updated documents

Safeguarding Policy (For Children and Young Persons)
Needlestick Injuries Protocol


Policy updates week commencing 25th September 2023

Updated documents

Chaperone Policy
Social Media Policy


Policy updates week commencing 18th September 2023

Updated documents

Isolation of Patients Protocol
Patients Leaving Policy

Reviewed & Unchanged documents

Hepatitis B Protocol
Palliative Care (PC2) Protocol
Power of Attorney Protocol


Policy updates week commencing 11th September 2023

Updated documents

Fees and Charges Leaflet

Reviewed & Unchanged documents

Equal Opportunities / Anti-Discrimination (Employment) Policy
Data Protection Policy (Staff) - GDPR Compliant


Policy updates week commencing 4th September 2023

Updated documents

Health and Safety Policy
Clinical Waste Management Protocol
Statement of Fees and Charges
Emergency Incident Procedure

Reviewed & Unchanged documents

Living Will (Advance Directives/Decision) Protocol
Advocacy Policy
Data Protection Impact Assessment (DPIA) Policy
Email (Guidelines For The Use Of) Policy
Access To Patients Records by the Police


Policy updates week commencing 28th August 2023

Updated documents

Patient Data (Recording of) Policy
Disclaimer Notice - Loss or Damage
Code of Conduct: Behavioural Expectations
Staff Handbook

Reviewed & Unchanged documents

Employers Guide Right-to-Work Checks
Ordinary Parental Leave


Policy updates week commencing 21st August 2023

NEW document

Transgender Patient Policy

Updated documents

Temporary Residents Procedure
Cervical Screening Protocol

Reviewed & Unchanged documents

Wart Clinic Information and Consent Form
Clinical System Staff Access Record
Cervical Service Audit Policy


Policy updates week commencing 14th August 2023

Updated documents

Fraud Prevention Policy
Telephone Consultation Protocol

Reviewed & Unchanged documents

Scanning Documents Into Clinical System Protocol


Policy updates week commencing 7th August 2023

Updated documents

Requests for Results Policy
Sample Handling Protocol
Patients’ Online Access to Medical Records Policy
Patients’ Online Access to Medical Records: Adult Registration Form
Consent to Proxy Access to GP Online Services Application Form
Friends and Family Test

Reviewed & Unchanged documents

Paperlight Motivation Statement

New documents

Workflow Toolkit
Protocols and Procedures for Coding Team


Policy updates week commencing 31st July 2023

Updated documents

New Patient Registration Policy
Oxygen Handling and Storage Protocol
Child Immunisations Call Letter
Mobile Phone (Staff Use Of) Policy

Shared Parental Leave Policy
Adoption Policy

Reviewed & Unchanged documents

Personal Relationships At Work Policy


Policy updates week commencing 24th July 2023

Updated documents

Message Taking Protocol
Anaphylaxis Treatment Protocol

Reviewed & Unchanged documents

Computer Generated Prescriptions Policy
Incoming Pathology Results Handling Procedure
Message Handling Workflow


Policy updates week commencing 10th July 2023

Updated documents

Carer's Policy
Cold Chain Policy
Cold Chain Audit
Retirement Policy
Menopause Policy
Travel Expenses Policy


Policy updates week commencing 3rd July 2023

Updated documents

Uniform Policy
Heart Attack Action Protocol (new poster added)
Fire Safety Policy

Reviewed & Unchanged documents

Yellow Fever Vaccine Control Procedure
HIV / AIDS (Patients) Policy
Emergency Contraception (Information For Patients) Leaflet
Copying Correspondence to Patients Policy
Confidentiality of Patient Data
Complaints Procedure - England


Policy updates week commencing 26th June 2023

Updated documents

Mental Health in the Workplace
Staff as Patients - Options Appraisal
Staff as Patients Policy


Policy updates week commencing 19th June 2023

Updated documents

HIV/AIDS (Staff) Policy


Policy updates week commencing 12th June 2023

NEW Documents

Social Media Policy (supercedes the 'Social Media Policy (Not Allowing Personal Use)')

Updated documents

Caldicott Protocol
Social Media Policy (supercedes 'Social Media Policy (Allowing Personal Use)')
Basic Life Support Skills Training


Policy updates week commencing 5th June 2023

Reviewed & Unchanged documents

Prescription Recording Procedure


Policy updates week commencing 31st May 2023

NEW Documents

Letter - Approval of Application for Unpaid Leave

Updated documents

Staff Leave and Absence Policy
Exit Interview Questionnaire
Repeat Prescription Requests By Email Procedure
Recording Calls Policy

Reviewed & Unchanged documents

Exit Checklist
Sharps Safe Use and Disposal Protocol
Records Retention Policy


Policy updates week commencing 22nd May 2023

Reviewed & Unchanged

Access to Medical Records (inc. Data Protection) Policy
Purchase Order Template
Petty Cash Procedure

Updated documents

Needlestick Injuries Protocol
Learning Disabilities (Identification of Patients With) Protocol
Sterilisation of Instruments Policy


Policy updates week commencing 15th May 2023

Reviewed & Unchanged

Laundering of Uniforms and Materials Policy

Updated documents

Infection Control (Biological Substances) Protocol
Medical Certificates / Fit Note (Provision of) Protocol
New Patient Out of Area Registration Policy


Policy updates week commencing 8th May 2023

Reviewed & Unchanged

Extended Hours Patient Questionnaire
Pharmaceutical Companies (Business Relationships) Policy


Policy updates week commencing 1st May 2023

Reviewed & Unchanged

Dress Code Policy
Uniform Policy (Staff)

Updated documents

Business Continuity Plan: Policy & Process
Business Continuity Plan: Sample
Age Discrimination Policy
Bullying and Harassment Policy


Policy updates week commencing 24th April 2023

NEW documents

Conflict of Interest Policy
Net Zero Policy


Policy updates week commencing 17th April 2023

Updated documents

Data Protection Policy (Staff): GDPR Compliant
Subject Access Request Policy
Freedom Of Information Act Policy
Appointments Management Policy
Missing Patient Protocol
Clinical Supervision (Staff) Guidance
QOF Toolkit 2023/24 (In Toolkits section)

Archived document(s)

Data Protection Policy

(superseded by the Data Protection Policy (Staff) - GDPR Compliant Policy)


Policy updates week commencing 10th April 2023

Updated documents

Urgent / Emergency Appointment Requests - Reception Guide
Protocol for Recording of ‘Looked After Children’ and ‘Adopted Children’
Selection of New Instruments and Equipment Protocol
Staff Attendance At Emergency Incident Protocol


Policy updates week commencing 3rd April 2023

Unchanged documents

Mental Health Care Plan

Updated documents

Current Employment Rates and Awards
Parental Bereavement Leave and Pay
Preconceptual Advice Protocol
Partner Retirement / Resignation Checklist


Policy updates week commencing 27th March 2023

Unchanged documents

Children at Reception
Display Screen Equipment - Health Surveillance Questionnaire
Display Screen Equipment - Risk Assessment
Laptops Display Screen Equipment Usage Protocol
Communication by Text and Email Consent Form
Practice Fair Processing / Privacy Notice - Summary
Consent Form (For Patient)

Updated documents

Consent to Observer Policy
Corporate Manslaughter / Homicide Act Policy
Confidentiality Policy (Teenagers)


Policy updates week commencing 20th March 2023

Updated documents

Maternity - A Manager's Guide

(new maternity checklist added to the Guide)


Policy updates week commencing 13th March 2023

Unchanged documents

Telephone Consultation Protocol

Updated documents

Business Continuity Plan: Sample


Policy updates week commencing 6th March 2023

Unchanged documents

Acceptable Behaviour Agreement for Practices

Updated documents

Holiday Request Form
Data Sharing Agreement
Locum Feedback Form

NEW document

Nurse Probationary Review Form


Policy updates week commencing 27th February 2023

Unchanged documents

Travel Vaccination Questionnaire
Smoking Cessation Letter
Disposal of Computer Equipment Protocol
Receptionists Skills Matrix


Policy updates week commencing 20th February 2023

Updated documents

Data Subject Access Request (DSAR) Desk Aid (GDPR Compliant)
Emergency Handling (Patient In Distress) Flowchart
Personal Belongings Policy


Policy updates week commencing 13th February 2023

Updated documents

Probationary Period - Policy

NEW document

Managing Probation: A Managers Guide

(This document replaces the archived ones below)

Archived Documents

Probationary Period - Guidance for New Employees Letter
Probationary Period - Invite to Review Meeting Letter
Probationary Period - Notification of Extension Letter
Probationary period - Review Documentation
Probationary Period - Successful Outcome Letter
Probationary Period - Unsuccessful Outcome Letter


Policy updates week commencing 6th February 2023

Updated documents

Maternity Leave - Notification of Dates Letter
Medical Student Risk Assessment

Reviewed & Unchanged Documents

Locum Induction Sheet
Notification of Infectious Diseases
Refrigeration of Pharmaceutical Products Protocol


Policy updates week commencing 30th January 2023

NEW Documents

Pay Progression Policy

Updated documents

New Partner Checklist
Military Veterans Treatment Priority Protocol
Medical Student Health and Safety Manual

Reviewed & Unchanged Documents

Patient Satisfaction Survey (Short)


Policy updates week commencing 23rd January 2023

NEW Documents

FPM Members can now download our April to March 2024 Holiday Planners from the FPM Toolkits section;

Annual Holiday Planner - England & Wales (April 2023 - March 2024)

Annual Holiday Planner - Scotland (April 2023 - March 2024)

Annual Holiday Planner - Northern Ireland (April 2023 - March 2024)


Policy updates week commencing 16th January 2023

Reviewed & Unchanged Documents

Complaints Handling Desk Aid - England
Counselling Protocol

Updated documents

Computer-Generated Prescriptions Policy
Flu Pandemic Checklist


Policy updates week commencing 9th January 2023

Reviewed & Unchanged Documents

Cervical Screening - Invite Letter (1st Call)
Cervical Screening - Non-responder Letter
Clinical Waste Management Protocol

Updated documents

Cervical Service Audit Policy
Cervical Screening Protocol
Child Immunisations Call Letter
Cold Chain Policy


Policy updates week commencing 2nd January 2023

Reviewed & Unchanged Documents

Advance Directives Patient Information Leaflet
Annual Practice Report Guide
Blood Pressure Monitor (Self Service) Protocol
CCTV Policy and Code of Practice
CCTV Code of Practice Leaflet

Updated documents

Anaphylaxis Statement
Being Open Policy


Our Policy and Procedures Library is constantly being updated in line with the changes and developments to policy and law that affect primary care. The documents are easy to pick up and use, meaning you can tailor them to the unique needs of your practice with minimum fuss.

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