Member Benefits: Protocols Library - Alphabetic Index
The following draft documents are available for Members to download and customise for their own use;
- Abortion / Termination of Pregnancy
- Abortion / Termination of Pregnancy - Northern Ireland
- Absence notification
- Access to medical records - leaflet for patients
- Access to medical records Desk Aid (flowchart)
- Access to medical records policy
- Access to Medical Reports
- Admin & Clerical core competency framework
- Admin & Clerical core competency framework assessment toolkit
- Adoption leave, notification of dates
- Advance Directives - Desk Aid (flowchart)
- Advance Directives ("Living Wills") protocol
- Advance Directives patient information leaflet
- Adverse weather (absence due to) policy
- Advocacy Policy
- Age Discrimination policy
- Agenda for Change - implications for practices
- AIDS/HIV (patients) policy
- Alcohol at work policy
- Alcohol Screening LES (Northern Ireland) - Structured Brief Advice for Alcohol
- Alcohol-related risk reduction scheme
- Alert Organisms
- Anaphylaxis statement
- Anaphylaxis treatment protocol
- Annual Practice Report
- Antenatal care deskaid
- Antenatal care protocol
- Anticoagulation clinic protocol
- Application form
- Appointment capacity audit toolkit
- Appointment demand audit toolkit
- Appointment Management Policy
- Appraisal - 360° feedback survey
- Appraisal - guide for GPs on Practice Manager appraisal
- Appraisal - pre-appraisal guidelines & self-assessment form
- Appraisal outcome report
- Appraisal policy
- Asset Register - Non-Hardware
- Asthma Protocol
- Bank Charge Projection
- Basic life support training
- Being Open Policy
- Bereavement letter
- Blame-free culture policy
- Blood pressure monitor (self service) protocol
- Blood test types
- Bomb scares - handling of
- Bribery Act Policy
- Building hazards and emergency information
- Building maintenance policy
- Bullying and harassment policy
- Business planning toolkit
- Caldicott Principles Compliance
- Caldicott protocol
- Capability Procedure
- Car Park Management
- Car Park Risk Assessment
- Car Policy - car supplied by Practice
- Car Policy - employee's use of own car
- Care Quality Commission Core Standards Toolkit
- Care Records Service (Patient opt-out) protocol
- Carers protocol
- Cashflow Toolkit
- CCTV Code of Practice leaflet
- CCTV Policy & Code of Practice policy
- Cervical Screening Invite Letter - 1st call
- Cervical Screening Non-responder letter
- Cervical Screening protocol
- Cervical Screening Recall letter
- Cervical Screening Withdrawal letter
- Cervical Service Audit policy
- Change of address/personal details procedure
- Chaperone (guidelines for)
- Chaperone policy
- Chaperone poster
- Child health (England)
- Child health (Northern Ireland)
- Child health (Wales)
- Child health surveillance statement
- Child immunisations call letter
- Child protection protocol
- Childcare Vouchers
- Children at Reception
- Children's vaccinations protocol
- Choice Referral Audit procedure
- Cholesterol monitoring & treatment protocol
- Christmas Party Policy
- Cleaning - Service Level Agreement - see Service Level Agreement (for Cleaning contract)
- Cleaning and Decontamination of Surfaces Protocol
- Cleaning rota
- Clear Desk/Screen Policy
- Clinical Audit - Clinical Audit Report Template
- Clinical Audit - Data Collection Spreadsheet
- Clinical Audit - Writing up a Clinical Audit
- Clinical Governance policy
- Clinical system access record
- Clinical Waste Management Protocol
- Clinician's QOF Deskaid
- Cold Chain Audit
- Cold Chain Policy
- Communication standards (letters, emails etc.)
- Community Referral
- Compassionate leave policy
- Complaint - third party consent form (England)
- Complaint form (England)
- Complaint review form (England)
- Complaint review form (Scotland, Wales, N. Ireland)
- Complaints Annual Report
- Complaints handling desk aid (England)
- Complaints Procedure - England
- Complaints Procedure - N. Ireland
- Complaints Procedure - Scotland
- Complaints Procedure - Wales
- Complaints Procedure leaflet (England)
- Complaints Procedure leaflet (Northern Ireland)
- Complaints Procedure leaflet (Wales)
- Complex Co-Morbidity Register LES (Northern Ireland)
- Computer and data security procedure
- Computer generated prescriptions policy
- Computer, Internet & Email policy
- Confidential waste (shredding) protocol
- Confidentiality agreement (third party)
- Confidentiality Clause Staff Contracts
- Confidentiality of Patient Data
- Confidentiality policy (Dispensers)
- Confidentiality policy (Teenagers)
- Confidentiality policy and agreement(Staff)
- Conflict Resolution Policy - Staff
- Consent Form
- Consent form - use of staff photograph
- Consent protocol
- Consent to observer policy
- Consultations comparator
- Continuity Planning toolkit
- Contract of Employment
- Contract of Employment - Zero Hours
- Contract of employment (for all employees except salaried GPs)
- Contract of employment (letter seeking employee's consent to change)
- Contract of employment for salaried GPs)
- Contractor (self employed) - draft agreement
- Control of Substances Hazardous to Health (COSHH) policy
- Controlled Drugs (handling, storage & destruction) protocol
- Copying correspondence to patients policy
- Corporate Manslaughter/Homicide Act Policy
- Counselling Protocol
- CQC Staff Training Outcome
- CRC energy efficiency scheme
- Credit Card Protocol – Practice Expenditure
- Critical events - see Significant event toolkit
- Cytotoxic drugs
- Data Management Policy
- Data Protection and Secure Extraction
- Data Protection policy
- DBS Risk Assessment tool – recruitment
- Dementia
- DES IMT - index of supporting documents (archive)
- DES IMT Achievement Recorder
- 'Did Not Attend' (DNA) policy
- Dignity and Respect policy
- Disability Access Protocol and Checklist
- Disabled Staff (Reasonable Adjustments)
- Disaster handling - see Continuity Planning toolkit
- Disciplinary - final written warning
- Disciplinary - invitation to hearing (gross misconduct)
- Disciplinary - invitation to hearing (misconduct)
- Disciplinary - notification of no further action
- Disciplinary - notification of suspension from work
- Disciplinary - written warning
- Disciplinary Procedure
- Disciplinary/dismissal - notification of appeal hearing
- Disciplinary/dismissal - notification of appeal hearing decision
- Disciplinary/dismissal - invitation to investigation
- Disclaimer notice (loss/damage to property)
- Disclosure and Barring
- Disclosure of patient information policy
- Discrimination - see Equal Opportunities
- Dismissal with notice
- Dismissal without notice
- Dispensary Risk Management policy
- Dispensary SOPs - see Standard Operating Procedures (Dispensary)
- Dispensary Staff Training/Competency Records
- Dispensing review of use of medicines (DRUM) procedure
- Display Energy Certificate Protocol
- Disposable (Single Use) Instruments Policy
- Disposal of computer equipment protocol
- Domestic Abuse Policy (Patients)
- Domestic Abuse Policy (Staff)
- Dress code
- Drug allergies - recording of
- Drugs (non-controlled) & vaccines storage protocol
- Drugs at work (misuse of) policy
- Eczema in Children Protocol of Management
- Electronic transfer of patient data policy
- Email - guidelines for the use of protocol
- Emergency contraception - information for patients
- Emergency contraception protocol
- Emergency drugs (checking) policy
- Emergency handling (patient in distress) flowchart
- Emergency incident procedure
- Emergency telephone call handling protocol
- Employment of Offenders/CRB Policy
- Environmental Policy
- Equal Opportunities/Anti-Discrimination (Employment) policy
- Equal Opportunities/Anti-Discrimination (Service Provision) policy
- Equality and Diversity Policy
- Equipment Loan Procedure
- Equipment maintenance log
- Equipment maintenance policy
- Ethnic origin monitoring
- Exit checklists
- Exit interview questionnaire
- Expense Claim Form
- Extended Hours Operating Protocol
- Extended Hours Patient Questionnaire
- Extended hours staff rota
- Extended Opening Hours Costs Calculator (profit & loss)
- Extended Opening Hours Costs Calculator (staff & Premises costs)
- Eyesight tests (reimbursements of costs) policy
- Fax handling protocol
- Fees and Charges Leaflet
- Financial Probity
- Financial Procedures
- Financial processes checklist
- Fire risk assessment checklist
- Fire Safety policy
- First Aid policy
- First Aid risk assessment
- Fit Note Deskaid
- Fitness to Work Statement
- Flexible Working Acceptance form FW(B)
- Flexible Working Appeal form FW(D)
- Flexible Working Appeal response form FW(E)
- Flexible Working Application form FW(A)
- Flexible Working Application Rejection form FW(C)
- Flexible Working Extension of Time Limit form FW(F)
- Flexible Working Notice of Withdrawal form FW(G)
- Flexible Working policy
- Flu Pandemic checklist
- Flu pandemic Practice Buddy Guide
- Flu Pandemic protocol
- FP69 Patient Deduction procedure
- Fraud Prevention policy
- Freedom of Information Act policy
- Freedom of Information Act policy (Welsh version)
- Freedom of Information Leaflet
- Gifts and donations policy
- Good Practice Guidelines for general practice electronic patient records v4 (summary of)
- GP Patient Survey (England)
- GP2GP Transfer Protocol
- Grievance - notification of appeal hearing
- Grievance - notification of appeal outcome
- Grievance - notification of hearing
- Grievance - notification of outcome of hearing
- Grievance Procedure
- Guide Dogs Policy
- Guidelines for Interviewers
- Hand Washing and Hygiene Protocol
- Handwashing guidelines
- Health & Safety policy
- Health and Social Care Act (England) Summary
- Health questionnaire
- Heart attack action protocol
- Hep B/tetanus/diphtheria for all staff
- Hepatitis B - clinical protocol
- Hepatitis B deskaid
- HIV/AIDS (staff) policy
- HIV\AIDS (patients) policy
- Holiday allowance calculator
- Holiday policy
- Holiday record sheet (England & Wales)
- Holiday record sheet (Northern Ireland)
- Holiday record sheet (Scotland)
- Holiday request form
- Home visit data collection form
- Home visit requests procedure
- Hospital results (dealing with) - see Investigations and Reports
- Hypertension Protocol
- Illegal working (compulsory checks to prevent) procedure
- Images and audio recording protocol
- Incident Management Procedure
- Incoming pathology results (handling) procedure
- Induction of new recruit
- Infection Control (biological substances) protocol
- Infection Control inspection checklist
- Infection Control policy
- Infectious Diseases & Notifications
- Information Asset Register
- Information Governance - Hardware Asset Register
- Information Governance - Statement of Compliance
- Injectable Neuroleptic Medication protocol
- Insurance Checklist
- Internet and email (use of) see - Computer, Internet & Email
- Interview questions (for admin. posts)
- Interviewer's record form
- Interviewing tips
- Investigations and reports (dealing with) protocol
- Invitation to interview
- Isolation of Patients Protocol
- IT checklist
- Job Application Assessment Record Form
- Job Application form
- Job Applications Scoring toolkit
- Job descriptions
- Job plan for salaried doctor
- Jury Service Policy
- Keyholder (staff) agreement
- Keyholder Agreement
- Keyholding Contractor protocol
- Laptop Risk Assessment
- Laptops (use of) protocol
- Late arrivals (patients late for appointments) protocol
- Latex rubber allergy protocol
- Laundering of uniforms & materials policy
- Lead Staff Statement
- Learning Contract
- Learning Disability
- Learning disabilities (identification of) protocol
- Legal Admissibility of Scanned Images
- Legionella Management
- Length of consultations (QOF PE1)
- Liquid nitrogen handling protocol
- Living Wills patient information leaflet - see Advance Directives leaflet
- Living Wills see Advance Directives
- Locking Up/Keyholder details procedure
- Locum Agreement
- Locum Feedback Form
- Locum Protocol
- Locum timesheet
- Lone Worker policy
- Looked-after children policy
- Mail handling protocol
- Mail Sorting procedure
- Maintenance checklist
- Major Alerts (clinical system messages) procedure
- Management of Vitamin D Deficiency/Insufficiency in Adults by GP’s
- Mandatory / Recommended Training Summary
- Manual handling policy
- Maternity leave - notification of dates
- Maternity policy
- Maternity risk assessment
- Media (Press etc.) handling policy
- Medical certificates (provision of) protocol
- Medical report (fitness for work - long term sick) procedure
- Medical report (recruitment) procedure
- Medical Student Health & Safety Manual
- Medical Student Induction Checklist
- Medical Student Risk Assessment
- Medication review (MM11, MM12)
- Medicines Management 1 (Scotland)
- Medicines Management 2 (Scotland)
- Medicines Management 3 (Scotland)
- Medicines management (MM6)
- Medicines Reconciliation at Discharge
- Mental Capacity Act Policy
- Mental Health - Routine Health Promotion (QOF MH7 & MH9) protocol
- Mental Health Care Plan (QOF MH6)
- Message Handling Workflow
- Message taking protocol
- Military Priority
- Minor Surgery protocol
- Missing patient protocol
- Mobile phones (staff use of) policy
- Needlestick injuries protocol
- New Partner checklist
- New Patient Health Check - Sample Letter
- New patient registration policy
- New patient registration/health questionnaire
- NHS Confidentiality Code of Practice
- NHS Constitution Policy
- NHS Number (use of) Policy
- NICE Guidelines Protocols
- Nitrogen - see Liquid nitrogen handling
- Non-disclosure agreement
- Notification (of Infectious Diseases)
- Nurse appraisal form
- Nurse Practitioner Appraisal form
- Nurse Registration Checking
- Nurse team leaflets
- Nurse-led minor illness clinic protocol
- Nursing and Medical Advanced Care Plans LES (Northern Ireland)
- Obesity policy
- Offer Letter
- On Line Access
- Opt out agreement (Working Time Regs)
- Out of hours - handling of patient info. protocol
- Out of hours - palliative care alert
- Out of hours - recorded message
- Out of Hours security alert (staff attendance) procedure
- Online Appointment Policy
- Overseas visitors - see 'Patients from abroad (entitlements to treatment)'
- Overtime claim sheet
- Oxygen And Defibrillator Checklist
- Oxygen handling & storage protocol
- P60 (guide to understanding)
- Palliative Care (PC2) protocol
- Palliative Care Referral
- Panic alarms procedure
- Paperlight Motivation Statement
- Parental consent to treatment for child - see Consent Form
- Partner retirement checklist
- Pathology results (handling) procedure
- Patient access to on line system
- Patient Asking to Record Consultation
- Patient data (recording of) policy
- Patient death procedure - England and Wales
- Patient Death Procedure - Northern Ireland
- Patient Demographic Check Protocol
- Patient Participation Group Constitution
- Patient Participation Group Presentation
- Patient records - general policy
- Patient satisfaction questionnaire
- Patients' Charter
- Patients from Abroad (entitlements to treatment) Procedure - England
- Patients from Abroad (entitlements to treatment) procedure - Northern Ireland
- Patients from abroad (entitlements to treatment) procedure - Scotland
- Patients from abroad (entitlements to treatment) procedure - Wales
- Patients Leaving Policy
- Pay Secrecy
- Payroll giving (to Charities) policy
- Payslip (guide to understanding)
- PDA (Personal Digital Assistant) usage protocol
- Person specification
- Personal Belongings Policy
- Personal details/next of kin record
- Personal Development Plan template
- Personal learning plan (nurses) policy
- Personal relationships at work policy
- Petty Cash procedure
- Petty Cash spreadsheet
- Pharmaceutical companies (business relationships) policy
- Pharmacy Prescription Ordering
- Phlebotomy Protocol
- Photographing patients - see Images and audio recording
- Policy for Handling Estates & Facilities Alerts
- Policy for Handling Serious Untoward Incidents (SUI)
- Portable Appliance Testing policy
- Power of Attorney protocol
- PPA monthly return sheet
- Practice leaflet
- Practice leaflet - smaller surgery
- Practice Manager Induction Checklist
- Practice Nurse Interview Questions
- Practice resources (use of) policy
- Practice security procedure
- Preconceptual advice protocol
- Premises Standards
- Prescribing Compliance
- Prescribing Peer Review
- Prescribing Review
- Prescription recording procedure
- Prescription security protocol
- Private Insurance Work Protocol
- Private Medical Certificates Procedure
- Private Medicals Policy
- Probationary period - Guidance for new employees
- Probationary period - Invite to review meeting
- Probationary period - Invite to review meeting where there is an unsuccessful outcome
- Probationary period - notification of extension
- Probationary period - Policy
- Probationary period - Review documents
- Probationary period - Successful outcome
- Probationary period - Unsuccessful outcome
- Professional Membership Renewals
- Purchase Order template
- Questions for Salaried GP Interviews
- RA01 Conditions for Staff Information
- Reception triage protocol
- Receptionists' Skills Matrix
- Recording Calls in GP Practice
- Recording Patient Data - Locums & Attached Staff
- Records retention (how long to keep them) policy
- Recruitment medical report consent see Medical report (recruitment)
- Recruitment Offer Letter
- Recruitment policy
- Recruitment Qualification Checking
- Recruitment Reference Requesting
- Redundancy policy
- References (giving re former employees) policy
- Referral Audit (Choice) procedure - see Choice Referral Audit procedure
- Referrals Audit toolkit
- Refrigeration of pharmaceutical products protocol
- Rehabilitation of Offenders declaration
- Rejection letter for unsuccessful job applicants
- Remote Care Monitoring
- Removal of patient from list policy
- Repeat Prescribing Misuse policy
- Repeat Prescribing policy
- Repeat prescription requests by email procedure
- Request to work from home (part of Computer & data security policy)
- Requests for results protocol
- Retirement policy
- Return to work (after sick leave) interview report form
- Right to Accompaniment policy
- Risk Assessment and Employment Checks - Staff
- Risk assessment toolkit
- Safeguarding Audit tool for General Practice - Questionnaire
- Safeguarding Children Leaflet
- Safeguarding Policy
- Safety Alerts protocol
- Salaried GP Induction Checklist
- Salary advances policy
- Sample (blood, urine etc.) handling protocol
- Scanning documents into clinical system protocol
- Security alerts protocol
- Selection of New Instruments and Equipment Protocol
- Self-employed contractor - agreement
- Server backup tape protocol
- Service Level Agreement (for Cleaning contract)
- Service Level Agreement (generic)
- Sexual Health protocol (QOF SH1, 2 & 3)
- Sexual orientation (patients & public) policy
- Sharps – EU Directive
- Sharps – Northern Ireland
- Sharps use and disposal protocol
- Shredding of confidential waste protocol
- Sick pay policy
- Sickness absence and reporting policy
- Sickness absence final attendance caution letter
- Sickness absence final formal invite letter – long term absence
- Sickness absence final formal invite letter – short term absence
- Sickness absence first attendance caution letter
- Sickness absence first formal meeting invite – short term
- Sickness absence informal sickness meeting outcome – short term sickness
- Sickness absence long term sickness outcome letter
- Sickness absence meeting invite – long term sickness
- Sickness absence procedure
- Sickness absence second formal meeting invite – short term sickness
- Sickness short term sickness dismissal outcome letter
- Significant events toolkit (inc. report form)
- Smart cards - see Computer & data security
- Smoking (patients & public) policy
- Smoking (staff) policy
- Smoking cessation letter
- Smoking cessation protocol
- Smoking cessation questionnaire
- Smoking status (QOF Records 1)
- Social Media Agreement Policy
- Social Media Non-Agreement Policy
- Staff as Patients - options appraisal
- Staff as Patients policy
- Staff attendance at emergency incident protocol
- Staff development planning worksheet
- Staff handbook
- Staff holiday record sheet
- Standard Operating Procedures (Dispensary) procedure
- Statement of costs
- Statement of fees and charges
- Statement of Intent (To issue a Medical Certificate of Cause of Death)
- Steps to becoming paperless procedure
- Sterilisation of Instruments Policy
- Stress policy
- Study and Training Policy
- Study facilities and study leave policy
- Summarising patients' notes procedure
- Summarising patients' notes procedure - Northern Ireland
- Summary Care Record
- Summary of hours/pay/holiday
- Suspicious packages protocol
- Swine Flu Absence Policy
- Swine Flu Leaflet
- Swine Flu Patient Guide
- Telephone consultation protocol
- Telephone service protocol
- Telephone usage policy
- Temporary residents (TRs) procedure
- Text messaging (to patients) protocol
- Time off in lieu (TOIL)/overtime policy
- Timekeeping, time off and unauthorised absence policy
- Toys (in the waiting room) procedure
- Training costs agreement
- Training evaluation form
- Training needs assessment
- Transfer patient records to/from another Practice protocol
- Travel expenses (branch surgery) policy
- Travel expenses policy
- Travel vaccination questionnaire
- TUPE (notification of) letter to employee
- Unauthorised absence 1st letter
- Unauthorised absence 2nd letter
- Unauthorised absence 3rd letter
- Uniforms policy
- Unpaid leave policy
- Urgent Appointments – Reception guide
- Validation of patient contact details policy
- Vaccines - see Drugs (non-controlled) & vaccines storage protocol
- VDU/Display Screen Eqt. Health Surveillance Questionnaire
- VDU/Display Screen Eqt. Risk Assessment
- Vetting and Barring Scheme
- Violence and aggression policy
- Visitors' Code of Conduct policy
- Vulnerable adults policy
- Wart clinic & consent form
- Waste management/disposal protocol
- Wheelchair risk assessment and use policy
- Whistleblowing policy
- Work Experience
- Work performance (poor performance) policy
- Work performance improvement outcome letter
- Work performance improvement plan
- Work performance invite to informal discussion
- Work performance preparatory guidance
- Work Study toolkit
- Workstation posture guide
- Year end checklist
- Yellow fever vaccine control procedure