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

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Jobs

Assessor Inspector – Primary and Community Care

Closing Date: 19 December 2023

Salary: Grade B - £39,390 (National Framework) or £44,792 (London Framework – if you are London office-based or home-based and live within the boundary of the M25) – There is also an additional homeworking allowance of £553 per annum for those working from home and an Operational Car Working Allowance of £482 per annum.

Practice Manager - Featherstone

Closing Date: 7 January 2024

Salary: £45000 -£52000 Negotiable depending on experience

Practice Manager - Bury

Closing Date: 31 January 2024

Salary: £38,000 - £50,000 per annum, dependent on experience

Assessor Inspector – Primary and Community Care

Closing Date: 19 December 2023

Salary: Grade B - £39,390 (National Framework) or £44,792 (London Framework – if you are London office-based or home-based and live within the boundary of the M25) – There is also an additional homeworking allowance of £553 per annum for those working from home and an Operational Car Working Allowance of £482 per annum.

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