First Practice Management members can access a comprehensive and invaluable selection of sample documents

Policy updates week commencing 9th December 2024

Reviewed and Updated

Hepatitis B - Clinical Protocol
Isolation of Patients Protocol

Policy updates week commencing 2nd December 2024

Reviewed and Updated

Confidential Waste (Shredding) Protocol
Extended Hours Patient Questionnaire

Policy updates week commencing 25th November 2024

Reviewed and Unchanged

Cold Chain Policy (inc. Cold Chain Audit in Core)

Reviewed and Updated

Computer Generated Prescriptions Policy

Policy updates week commencing 18th November 2024

Reviewed and Unchanged

Complaints Handling Desk Aid - England
Dispensing Review of Use of Medicines (DRUM) Procedure
Major Alerts (Clinical System Messages) Procedure

Reviewed and Updated

Financial Procedures
Prescription Recording Procedure
Yellow Fever Vaccine Control Procedure

Policy updates week commencing 11th November 2024

Reviewed and Updated

Complaints Procedure Leaflet: England
Access to Medical Records Leaflet
Bullying and Harassment Policy
Holiday Policy
Maternity Policy
Paternity Leave and Pay Policy

Reviewed and Unchanged

Complaints Procedure - England

Policy updates week commencing 28th October 2024

Reviewed and Updated

Clear Desk and Clear Screen Policy

Policy updates week commencing 21st October 2024

Reviewed and Updated

Patient Participation Toolkit
Patients From Abroad (Entitlements to Treatment) Procedure - England
Preconceptual Advice Protocol
Premises Standards
Purchase Order Template
Scanning Documents Into Clinical System Protocol
Selection of New Instruments and Equipment Protocol

Policy updates week commencing 14th October 2024

Reviewed and Updated

GP Patient Experience Survey Toolkit - England

Policy updates week commencing 7th October 2024

Reviewed and Updated

Looked-after Children Policy
Paperlight Motivation Statement

Reviewed and Unchanged

Mental Health Care Plan

Policy updates week commencing 30th September 2024

Reviewed and Updated

GP Patient Experience Survey Toolkit - England

Policy updates week commencing 23rd September 2024

Reviewed and Updated

Equality and Diversity Policy (replaces those archived below)

Archived

Equality and Diversity Policy - Staff Responsibilities
Sample Monitoring Form
Equality & Diversity - Monitoring Form
Equality & Diversity - Staff Responsibilities

Policy updates week commencing 16th September 2024

Reviewed and Updated

Induction Training of New Employees 
Continuity Planning and Disaster Recovery Toolkit
Estates and Facilities Alerts Policy (For Handling)

Reviewed and Unchanged

Data Subject Access Request (DSAR) Desk Aid (GDPR Compliant)
Extended Hours Staff Rota
Good Practice Guidelines for General Practice Electronic Patient Records v4 (Summary Of)

Policy updates week commencing 9th September 2024

Reviewed and Updated

Equal Opportunities / Anti-Discrimination (Service Provision) Policy
Confidentiality Code of Practice
Health and Safety Policy
Prevent Strategy Protocol

Reviewed and Unchanged

Equal Opportunities / Anti-Discrimination (Employment) Policy
Safeguarding Children

Policy updates week commencing 2nd September 2024

Reviewed and Updated

Hypertension Management Protocol
Disclosure and Barring Service, Employment of Offenders and Risk Assessment
Business Planning Toolkit - Draft Plan
Drugs (Non-Controlled) and Vaccines Storage Protocol

Reviewed and Unchanged

Cervical Service Audit Policy
Counselling Protocol

Policy updates week commencing 26th August 2024

Reviewed and Updated

Confidentiality Policy (Dispensers)

Policy updates week commencing 19th August 2024

Reviewed and Updated

Transgender Patient Policy 

Policy updates week commencing 12th August 2024

Reviewed and Unchanged

Welsh Language Policy
Duty to Make Reasonable Adjustments
Disclaimer Notice (Loss / Damage to Property) 

Policy updates week commencing 5th August 2024

Reviewed and Unchanged

Patients' Online Appointment Booking Policy 
Reception Triage Protocol
Risk Assessments

Reviewed & Updated

Risk Assessment Toolkit
Safeguarding Audit Tool For General Practice - Questionnaire (Excel version)

Policy updates week commencing 29th July 2024

New Documents

Patient Safety Incident Response (PSIR) Policy

Reviewed & Updated

Age Discrimination Policy (Includes Checklist)
Complaints Procedure: Wales
Incident Management Procedure
Emergency Incident Procedure

Reviewed & Unchanged

Dignity and Respect Policy
Dispensary Risk Management Policy
Dress Code Policy

Policy updates week commencing 22nd July 2024

Reviewed & Unchanged

Workflow Toolkit

Policy updates week commencing 15th July 2024

Reviewed & Updated

Access to Deceased Patients' Medical Records

Reviewed & Unchanged

Protocols and Procedures for Coding Team

Policy updates week commencing 8th July 2024

Reviewed & Updated

Communication Standards (Inc. Accessible Information Standard)
Clinical Governance Policy

Reviewed & Unchanged

Annual Infection Control Statement
Staff Screening & Immunisation Policy
Changes in Services Policy
Data Sharing Agreement
Testing, Maintaining, Calibrating, Repairing and Replacing Practice Medical Equipment
NICE Guidelines Protocol
Complaint Review Form: Scotland, Wales and N. Ireland

Policy updates week commencing 1st July 2024

Reviewed & Updated

Cleaning And Decontamination Of Surfaces Protocol
Environmental Policy Statement
Control of Substances Hazardous to Health (COSHH) Policy

Reviewed & Unchanged

Infection Control Inspection Checklist
Co-Operating with Other Providers Policy
Good Practice Guidelines
Infection Control (Biological Substances) Protocol
Continuity Planning and Disaster Recovery Toolkit
Exposure to Blood Borne Viruses (HIV, Hepatitis B or C)
New Staff Performance Review Policy & Supporting Templates

Policy updates week commencing 24th June 2024

Reviewed & Updated

Repeat Prescribing Policy
Equipment Maintenance Policy
Equipment Maintenance Log
Practice Charter: Patient Leaflet
Confidentiality Policy (Teenagers)

Reviewed & Unchanged

Appraisal - Staff Feedback Survey (For 360°Appraisal)
Gillick Competency Assessment

Policy updates week commencing 17th June 2024

Reviewed & Updated

Out of Hours - Security Alert (Staff Attendance) Procedure
Paternity Leave and Pay Policy

Reviewed & Unchanged

Pandemic Flu Absence Policy
Partner Retirement / Resignation Checklist
Prescription Recording Procedure
Refrigeration of Pharmaceutical Products Protocol

Policy updates week commencing 10th June 2024

Reviewed & Updated

Insurance Checklist
Legionella Management
Hand Washing And Hygiene Protocol

Reviewed & Unchanged

Maternity Risk Assessment (only formatting & attachment changes in Core)
Medical Certificates / Fit Note (Provision of) Protocol
Military Veterans Treatment Priority Protocol

Policy updates week commencing 3rd June 2024

Reviewed & Updated

Complaints Annual Report
Communication Standards (Inc. Accessible Information Standard)
Flu Pandemic Contingency Plan
Flu Pandemic Practice Buddy Guide

Reviewed & Unchanged

Clinical System Staff Access Record
Clinical Waste Management Protocol
Credit Card Protocol – Practice Expenditure

Policy updates week commencing 27th May 2024

Reviewed & Updated

Patient Death Procedure - England and Wales (changes delayed until September 2024)

Policy updates week commencing 20th May 2024

Reviewed & Updated

New Patient (Out of Area) Registration Policy

Policy updates week commencing 13th May 2024

Reviewed & Updated

Carer's Policy
Clinical Supervision (Staff) Guidance

Policy updates week commencing 6th May 2024

Reviewed & Unchanged

Business Continuity Plan: Policy & Process

Policy updates week commencing 29th April 2024

Reviewed & Updated

Children's Vaccinations Protocol

Policy updates week commencing 22nd April 2024

NEW Documents

Flexible Working Policy - this will incorporate the latest information and the required forms and letter templates into a single Policy.

Archived

Flexible Working Application Acceptance Form
Flexible Working Application Appeal Form
Flexible Working Application Appeal Response Form
Flexible Working Application Extension of Time Limit Form
Flexible Working Application Form
Flexible Working Application Notice of Withdrawal Form
Flexible Working Application Rejection Form

Policy updates week commencing 15th April 2024

NEW Documents

QOF Aspiration and Achievement Monitoring Toolkit 2024/25 (Core Only)
Physician Associates in Primary Care Guide

Reviewed & Unchanged

Cervical Screening - Invite Letter (1st Call)
Blood Test Types

Reviewed & Updated

Appointments Management Policy
Blood Pressure Monitor (Self Service) Protocol
Cervical Screening - Non-responder Letter
Choice Referral Audit Procedure

Policy updates week commencing 8th April 2024

Reviewed & Unchanged

Safety Alerts Protocol
Sample (Blood, Urine etc.) Handling Protocol
Smoking Cessation Protocol
Removal Of Patient From List Policy
CCTV Code of Practice Leaflet

Reviewed & Updated

Conflict of Interest Policy
Patient Satisfaction Questionnaire
Safety Alerts Protocol
Sample (Blood, Urine etc.) Handling Protocol

Policy updates week commencing 1st April 2024

Reviewed & Unchanged

Being Open Policy
Private Insurance Work Protocol

Policy updates week commencing 25th March 2024

Updated documents

Infection Control Policy

Policy updates week commencing 18th March 2024

Reviewed & Unchanged

Annual Practice Report Guide

Updated documents

Advance Directives Patient Information Leaflet
Anaphylaxis Statement

Policy updates week commencing 11th March 2024

Reviewed & Unchanged

Business Continuity Plan: Sample

Updated documents

Steps To Becoming Paperless Procedure
Transgender Equality Policy

Policy updates week commencing 4th March 2024

Reviewed & Unchanged

Message Handling Workflow
Notification of Infectious Diseases
Out Of Hours - Palliative Care Handover Procedure
Oxygen and Defibrillator Checklist

Updated documents

Message Taking Protocol
Patient Death Procedure - England and Wales
Gifts and Donations Policy

Policy updates week commencing 26th February 2024

Reviewed & Unchanged

Flu Pandemic Practice Buddy Guide
Late Arrivals (Patients Late for Appointments) Protocol
Medical Student Risk Assessment

Updated documents

Media (Press etc.) Handling Policy

Policy updates week commencing 19th February 2024

New documents

Practice Statement of Purpose Guidance

Updated documents

Pharmacy Prescription Ordering and Delivery
Complaints Procedure Leaflet - England
Did Not Attend (DNA) Policy

Reviewed & Unchanged

Domestic Abuse Policy (Patients)
Domestic Abuse Policy (Staff)
Domestic Abuse Workplace Policy 
Duty of Candour Policy
Fees and Charges Leaflet

Policy updates week commencing 12th February 2024

Updated documents

Adoption Policy

Reviewed & Unchanged

Oxygen and Defibrillator Checklist
Oxygen Handling and Storage Protocol

Policy updates week commencing 5th February 2024

Updated documents

Mental Capacity Act Policy (now includes Liberty Protection Safeguards Policy)
Change of Address / Personal Details Procedure
Child Immunisations Call Letter
Home Visit Requests Procedure
Blame Free Culture Policy

Reviewed & Unchanged

Cervical Screening: Standard Recall Letter
Disposable (Single Use) Instruments Policy
Patients’ Online Access to Medical Records: Adult Registration Form
Patients’ Online Access to Medical Records: Consent to Proxy Access to GP Online Services Form
Data Breach Risk Register

Policy updates week commencing 29th January 2024

Updated documents

Bereavement Letter
Flexible Working Policy 
Flexible Working Application Form 
Flexible Working Application Appeal Response Form 
Flexible Working Application Extension of Time Limit Form 
Flexible Working Application Notice of Withdrawal Form
Vulnerable Adults Policy
Car Park Risk Assessment

Reviewed & Unchanged

Breast Feeding Policy
Flexible Working Application Acceptance Form
Flexible Working Application Rejection Form

Archived Document(s)

Flexible Working Application Extension of Time Limit Form

Policy updates week commencing 22nd January 2024

Updated documents

Prescription Security Protocol

Policy updates week commencing 15th January 2024

Updated documents

Medical Emergency Policy

Policy updates week commencing 8th January 2024

Updated documents

Patients From Abroad (Entitlements to Treatment) Procedure - England
Patients From Abroad (Entitlements to Treatment) Procedure - Wales
Cholesterol Monitoring and Treatment Protocol
Contagious illness Policy (Core Only)