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Expert templates, checklists and audits

This section is available to Expert members. Expert members also have access to unlimited one-to-one advice via phone or email from our experienced advisors. Contact the BDA Practice support team on 020 7563 4574 or email:

We provide the templates you need to comply with national standards - and not the ones you don't.


Our checklists and audits allow you to safeguard against overlooking any important steps while managing a busy dental practice.


Please log in or contact us on 020 7563 4550 to discuss your upgrade options or to join.


During the COVID-19 pandemic, we answer your frequently asked questions on how to manage your dental team including contact tracing, risk assessment, practice management, change in employment contract and furlough.


Using the Expert template policies



Open the template and save it in a folder on your PC. The way you organise them will be unique to you, which is why we’ve listed ours in alphabetical order.



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.  



Add in your practice’s information, and the details of staff responsible. Add the date to the document.



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.



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.



Make a date to review the policy to ensure it is still fit-for-purpose.


Checklists and audits


COSHH controls
DSE risk assessment
Health and safety
Radiation protection
Recruiting and employing staff
Risk assessment


Disability access audit
GDPR access to information
GDPR information
Healthcare waste (pre-acceptance)
Infection control audit
Oral cancer risk factor
Patient waiting times
Radiograph quality audit
Radiograph quality audit FAQs  
Record keeping
Respiratory protective equipment - monthly maintenance checks

Supplier contracts

Expert templates


Access to information held by the practice

Accessible information policy

Adoption leave and pay policy

Adverse incidents (duty of candour) protocol

Amalgam use and disposal protocol

Annual leave policy and form

Associate-performer information

Associate-performer reference request

Associate contract - England and Wales


2021-2022 NHS contract year

This video further explains the UDA targets and side agreements for 2021.


Q4 2020-21

We have created two side agreements for Associates in England in relation to the Q4 targets.

Version 1 is for Associates who are being paid at a lower rate - with a possible uplift if the practice hits its target.

Version 2 is for Associates who are being paid at a higher rate - with a possible clawback if the practice does not hit its target. 

This video will help to clarify the difference between these contracts.


Associate contract - Northern Ireland
Associate contract - Scotland
Associate contract - Private only within a mixed practice - Scotland
Associate contract - private practice
Associate ortho contract - England and Wales



Bullying and harassment policy
Business continuity and disaster recovery policy


Cashflow forecast template

CCTV use

Chairside hours calculation
Chairside hours worksheet
Chaperone policy
Cleaning schedule example
Commitment to patients and appointments policy
Commitment to staff policy
Complaint letter - faulty equipment
Complaints - code of practice for patients
Complaints handling policy - comments on Scotland template
Complaints handling policy (E-W-NI)
Complaints letters - NHS (E-W-NI)
Complaints letters - NHS Scotland
Complaints letters - private
Complaints record
Complaints report (E-W)
Confidentiality policy
Consent form - photographs
Consent form - sedation
Consent form - treatment
Consent policy


Data protection processor agreement

Data protection processor agreement - associates

Data protection processor agreement - notes for use

Data protection privacy notice - associates
Data protection privacy notice - employees
Data protection privacy notice - patients

Data security policy - practice

Debt recovery letters

Decontaminating laboratory items

Direct access - patient leaflet

Direct access policy

Disciplinary procedure

Disciplinary procedure letters

Disciplinary record

Duty of Candour - annual report (Scotland)


Electronic communications - patient notice and consent
Email and internet use policy

Emergency leave policy

Employed dentists - code of practice
Employee maternity leave plan
Employment contract
Employment contract variation - letters
Environmental policy statement

Equal opportunities policy for staff
Equality and diversity policy for patients

Exit interview questions


Fees and payments policy

Fire action notice

Flexible working policy

FOIA - guide to information

FOISA - guide to information (Scotland)
Furloughed workers - template letter to employees


GDC standards - patient leaflet
Grievance procedure
Grievance procedure letters


Hand hygiene protocol
Harassment by patients - policy statement
Health and safety policy
Healthcare waste audit
Healthcare waste disposal policy
Hepatitis B - vaccine response letter
Hourly rate calculation
Hourly rate worksheet


Induction programme

Infection control annual statement - England

Infection control policy

Information asset register

Inoculation injuries policy

In-practice capitation scheme agreement

In-practice capitation scheme application form

In-practice capitation scheme direct debit mandate

In-practice capitation scheme leaflet


Job application form

Job descriptions

Job interview assessment form

Job interview letter

Job interview questions

Job offer letter

Job rejection letter


Latex policy

Locum-Associate contract - HSCNI and mixed - NI
Locum-Associate contract - NHS and mixed - England and Wales
Locum-Associate contract - NHS and mixed - Scotland

Locum-Associate contract - ortho - England and Wales
Locum-Associate contract - private practice
Lone worker policy


Manual cleaning protocol
Manual handling assessment
Manual handling techniques
Maternity and parental leave and pay policy
Mobile phone policy
Moving instruments to and from an LDU protocol


New equipment selection protocol

New patient - practice standards and questionnaire

New patient - welcome letter

New patient satisfaction questionnaire

NHS remedial and breach notice letters


Oral cancer - team roles and responsibilities


Partnership agreement
Patient appointments policy
Patient-facing communications
Patient-facing communications poster
Patient group direction
Patient letter - missed appointment
Patient questionnaire
Payment - bill and instalments
Personal development plan (PDP) example
Pension auto-enrolment - staff letter
People with significant control register
Performance appraisals
Practice closure - patient notification
Practice closure - safe storage and retrieval of records
Practice information leaflet
Practice meetings - agenda and notes
Practice newsletters
Practice sales and TUPE letters
Pre-employment checks
Prescribing and dispensing policy
Prescriptions for private patients


Quality assurance policy


Radiation equipment testing

Radiation protection file
Radiation protection - employers written procedures
Record keeping audit

Record management and data quality policy

Recruitment monitoring form

Recruitment policy

Redundancy letters

Redundancy policy
Reference request

Referral letters

Referral protocol

Referral to hygienist

Risk assessment - dental practice

Risk assessment - Fully-vaccinated staff identified as in contact with a COVID-19 case

Risk assessment - hepatitis B non-responder

Risk assessment - pregnant and nursing mothers

Risk assessment - work experience student

Risk assessment - Pregnant - in patient-facing administrative role
Risk assessment - Pregnant - in patient-facing clinical role
Risk assessment - Pregnant - in non-patient-facing administrative role
Risk assessment - Pregnant - in non-patient-facing decontamination/cleaning role

Risk assessment for trainee nurse


Safeguarding policy - England

Safeguarding policy - Northern Ireland

Safeguarding policy - Scotland

Safeguarding policy - Wales

Safer sharps - protocol and risk assessment for non-use

Sedation - information for patients
Sedation - practice policy

Selecting new equipment protocol
Sickness absence (long term) letters
Sickness absence (short term) letters
Sickness and injury absence policy
Sickness self-certification form
Staff satisfaction surveys
Stress policy


Television use policy

Training policy

Training review record

Treatment plan and estimate


Violence and aggression policy

Violent incident report form and log


Whistleblowing and underperformance policy

Whistleblowing and underperformance policy (Scotland)

​Other resources

Financial Healthcheck - To help you, we’ve teamed up with our partner Lloyd & Whyte to put together a tool, asking you a series of questions to give you an advice based report.


We may record telephone conversations that are advisory in nature to offer you additional security, resolve complaints and improve our service standards. Conversations may also be monitored for staff training purposes. You will be alerted to this when you call.