Member Benefits: Protocols Library - Practice Administration Index

The following draft documents are available for Members to download and customise for their own use. 

  • Access to health records procedure
  • Access to medical records Desk Aid (flowchart)
  • Alert Organisms
  • Anaphylaxis statement
  • Anaphylaxis treatment protocol
  • Appointment capacity audit toolkit
  • Appointment demand audit toolkit
  • Asset Register - Non-Hardware
  • Bank Charge Projection
  • Blame-free culture policy
  • Bomb scares - handling of
  • Building hazards and emergency information
  • Building maintenance policy
  • Business planning toolkit
  • Caldicott Principles Compliance
  • Caldicott protocol
  • Car Park Management
  • Car Park Risk Assessment
  • Care Quality Commission Core Standards Toolkit
  • Carers (identification of) protocol
  • Cashflow Toolkit
  • CCTV Code of Practice leaflet
  • CCTV Policy & Code of Practice policy
  • Child protection protocol
  • Choice Referral Audit procedure
  • 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
  • Cold Chain Audit
  • Cold Chain 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)
  • Computer and data security procedure
  • Computer generated prescriptions procedure
  • Computer, Internet & Email policy
  • Confidential waste (shredding) protocol
  • Confidentiality agreement (third party)
  • Confidentiality of Patient Data
  • Confidentiality policy and agreement (Staff)
  • Consent Form
  • Consent form - use of staff photograph
  • Consent protocol
  • Consent to observer policy
  • Consultations comparator
  • Continuity Planning toolkit
  • Contractor (self employed) - draft agreement
  • Control of Substances Hazardous to Health (COSHH) policy
  • Controlled Drugs (handling, storage & destruction) protocol
  • Corporate Manslaughter/Homicide Act Policy
  • CRC energy efficiency scheme
  • Credit Card Protocol – Practice Expenditure
  • Critical events - see Significant event toolkit
  • Cytotoxic drugs
  • Data Management Policy
  • Data Protection policy
  • DES IMT - index of supporting documents (archive)
  • DES IMT Achievement Recorder
  • 'Did Not Attend' (DNA) policy
  • Disaster handling - see Continuity Planning toolkit
  • Disclaimer notice (loss/damage to property)
  • Disclosure of patient information policy
  • Dispensary Risk Management policy
  • Dispensary SOPs - see Standard Operating Procedures (Dispensary)
  • Dispensing review of use of medicines (DRUM) procedure
  • Display Energy Certificate Protocol
  • Disposable (Single Use) Instruments Policy
  • Disposal of computer equipment protocol
  • Drug allergies - recording of
  • Drugs (non-controlled) & vaccines storage protocol
  • Electronic transfer of patient data policy
  • Email (guidelines for the use of) protocol
  • Emergency drugs (checking) policy
  • Emergency handling (patient in distress) flowchart
  • Emergency incident procedure
  • Emergency telephone call handling protocol
  • Environmental Policy
  • Equipment maintenance log
  • Equipment maintenance policy
  • Extended Hours Operating Protocol
  • Extended hours staff rota
  • Extended Opening Hours Costs Calculator (profit & loss)
  • Extended Opening Hours Costs Calculator (staff & Premises costs)
  • Fax handling protocol
  • Financial Probity
  • Financial probity policy
  • Financial Procedures
  • Financial processes checklist
  • Fire risk assessment checklist
  • Fire Safety policy
  • First Aid policy
  • First Aid risk assessment
  • Flu Pandemic checklist
  • Flu Pandemic Practice Buddy Guide
  • Flu contingency plan
  • Fraud Prevention policy
  • Freedom of Information Act policy
  • Freedom of Information Act policy (Welsh version)
  • Gifts and donations policy
  • Good Practice Guidelines for general practice electronic patient records v4 (summary of)
  • GP2GP Transfer Protocol
  • Handwashing guidelines
  • Health & Safety policy
  • Health and Social Care Act (England) Summary
  • Heart attack action protocol
  • Hep B/tetanus/diphtheria for all staff protocol
  • Home visit requests procedure
  • Hospital results (dealing with) - see Investigations and Reports
  • Images and audio recording protocol
  • Incident Management Procedure
  • Incoming pathology results (handling) procedure
  • 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
  • Insurance Checklist
  • Internet and email (use of) policy
  • Investigations and reports (dealing with) protocol
  • IT checklist
  • Keyholder Agreement
  • Keyholding Contractor protocol
  • Laptop Risk Assessment
  • Laptops (use of) Protocol
  • Latex rubber allergy protocol
  • Laundering of uniforms & materials policy
  • Lead Staff Statement
  • Leaflet - smaller Surgery
  • Legal Admissibility of Scanned Images
  • Legionella Management
  • Liquid nitrogen handling protocol
  • Locking Up/Keyholder details procedure
  • 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
  • Mandatory / Recommended Training Summary
  • Manual handling policy
  • Maternity risk assessment
  • Media (Press etc.) handling policy
  • Medical Student Health & Safety Manual
  • Medical Student Risk Assessment
  • Medicines management (MM6)
  • Message Handling Workflow
  • Message taking protocol
  • Needlestick injuries protocol
  • New Partner Checklist
  • NHS Confidentiality Code of Practice
  • NHS Number (use of) Policy
  • NICE Guidelines Protocols
  • Nitrogen - see Liquid nitrogen handling
  • Non-disclosure agreement
  • Nurse team leaflets
  • Nurse-led minor illness clinic protocol
  • Out of hours - palliative care alert
  • Out of hours - recorded message
  • Out of hours (handling of patient info.) protocol
  • Out of Hours security alert (staff attendance) procedure
  • Online Appointment Policy
  • Oxygen And Defibrillator Checklist
  • Oxygen handling & storage protocol
  • Panic alarms procedure
  • Paperlight Motivation Statement
  • Parental consent to treatment for child - see Consent Form
  • Partner Retirement Checklist
  • Patient data (recording of) policy
  • Patient death procedure - England and Wales
  • Patient death procedure - Northern Ireland
  • Patient Demographic Check Protocol
  • Patient records - general policy
  • Patients' Charter
  • PDA (Personal Digital Assistant) usage protocol
  • Personal Belongings Policy
  • Petty Cash procedure
  • Petty Cash spreadsheet
  • Pharmaceutical companies -(business relationships) policy
  • Photographing patients - see Images and audio recording
  • Policy for Handling Estates & Facilities Alerts
  • Policy for Handling Serious Untoward Incidents (SUI)
  • Portable Appliance Testing policy
  • PPA monthly return sheet
  • Practice leaflet
  • Practice leaflet - smaller surgery
  • Practice security procedure
  • Premises Standards
  • Prescribing Compliance
  • Prescribing Peer Review
  • Prescribing Review
  • Prescription recording procedure
  • Prescription security protocol
  • Private Medicals Policy
  • Purchase Order template
  • QOF Exception reporting policy
  • RA01 Conditions for Staff Information
  • Reception triage protocol
  • Recording Calls in GP Practice
  • Recording Patient Data - Locums & Attached Staff
  • Records retention (how long to keep them) policy
  • Referral Audit (Choice) procedure - see Choice Referral Audit procedure
  • Referrals Audit toolkit
  • Refrigeration of pharmaceutical products protocol
  • Removal of patient from list policy
  • Repeat Prescribing Misuse policy
  • Repeat Prescribing policy
  • Risk assessment toolkit
  • Safeguarding Audit tool for General Practice - Questionnaire
  • Safeguarding Policy
  • Safety Alerts protocol
  • Sample (blood, urine etc.) handling protocol
  • Scanning documents into clinical system protocol
  • Security alerts protocol
  • Selection of New Instruments and Equipment Protocol
  • Server backup tape protocol
  • Service Level Agreement (for Cleaning contract)
  • Service Level Agreement (generic)
  • Sharps – EU Directive
  • Sharps – Northern Ireland
  • Sharps use and disposal protocol
  • Shredding of confidential waste protocol
  • Significant events toolkit (inc. report form)
  • Smart cards - see Computer & data security
  • Staff attendance at emergency incident protocol
  • Standard Operating Procedures (Dispensary)
  • Statement of Costs
  • Statement of Intent (To issue a Medical Certificate of Cause of Death) 
  • Steps to becoming paperless procedure
  • Sterilisation of Instruments Policy
  • Study facilities and study leave policy
  • Summarising patients' notes procedure
  • Suspicious packages protocol
  • Telephone service protocol
  • Transfer patient records to/from another Practice protocol
  • Urgent Appointments – Reception guide
  • Vaccines - see Drugs (non-controlled) & vaccines storage protocol
  • VDU/Display Screen Eqt. Risk Assessment
  • Violence and aggression policy
  • Visitors' Code of Conduct policy
  • Waste management/disposal protocol
  • Wheelchair risk assessment and use policy
  • Workstation posture guide
  • Year end checklist

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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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