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Resource library for dental and medical professionals

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Complaints handling checklist

Use this checklist to review your current system for handling complaints, or as a good practice checklist when setting up a new process within your practice

  • Checklist

Delegation to HCSWs or HCAs

This checklist can help decide which tasks are suitable for delegation to HCSWs/HCAs, mitigating some of the potential risks

  • Checklist

Complaints Meeting checklist

This checklist supports healthcare professionals in preparing for complaints meetings by ensuring all necessary steps are taken beforehand for a constructive discussion. It also outlines key actions to follow during the meeting to maintain professionalism and clarity, and post-meeting steps to support resolution, documentation, and ongoing improvement.

  • Checklist

Consent checklist

This checklist can be used in your practice to review procedures for obtaining patient consent to support compliance with GMC guidance and mitigation of medico-legal risk

  • Checklist

Clinical record keeping checklist

This checklist can help to review the way your practice manages the integrity and security of patient records, to ensure record keeping complies with General Medical Council guidance

  • Checklist

Chaperones checklist

This checklist, which has been designed for use by GPs and practice managers, provides a guide to the knowledge and training requirements for an effective chaperone

  • Checklist

Chaperones - essential knowledge for working in general practice

This checklist provides a guide to the knowledge and training requirements for an effective chaperone in general practice and complements the ‘Chaperones’ checklist for managers and GPs

  • Checklist

Appointments checklist

Use this checklist to review your current appointment booking system to help ensure it is as effective as possible in reducing the likelihood of future patient harm

  • Checklist

Team communication for secondary care

Use this checklist to review your current system for handling complaints, or as a good practice checklist when setting up a new process within your practice

  • Checklist

Acting as a witness

This module is aimed at doctors and takes around 45 minutes to complete. It includes a short assessment at the end.

  • Online course

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