Using the Expert template policies
Download
Open the template and save it in a folder on your PC. If you're using Edge, you'll need to right click and save the link in order to download any of the documents. The way you organise them will be unique to you, which is why we’ve listed ours in alphabetical order.
Read
Read it from start to finish to see if there are amendments you want to make specific to your practice. The customisable fields are shown in red italics. Call our advisers to discuss your situation and we’ll help you develop the policy to safeguard your business.
Personalise
Add in your practice’s information, and the details of staff responsible. Add the date to the document.
Share
Let your colleagues see it and discuss it at a team meeting. Talking about changes needed to implement the policy, or responsibilities team members have within it is the best way to get it adopted.
Implement
This isn’t just filing the policy as a reference document for a national standards inspection, it’s ensuring everyone knows the processes involved, the actions to be taken and when it needs reviewing.
Review
Make a date to review the policy to ensure it is still fit-for-purpose.
