Templates, checklists and audits for your dental practice

Who are these for?

If you are an Expert member, you have access to our entire library of audits, checklists, and templates - giving you a head start in running safe, compliant and successful practice.

Please note that all the documents listed below are also available on their corresponding advice page.

Not an Expert member yet?

Learn more about your join or upgrade options.

If you prefer speaking to someone, you can also contact our friendly membership team on 020 7563 4550.

Downloads A-Z

Using the downloads

Download: Click on the template to download it. Please note that you need to be logged in and an Expert member to be able to do so. 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.

Latest updates

December 2025

Associate clinical reference request form
Associate performer information form
Associate starter checklist
Indicative terms of associate agreement
Sharps - Prevention and management of sharps injuries policy

October 2025

Amalgam use and disposal protocol
Alcohol and drug misuse policy
Evacuation procedure for sedated patients
Associate Side Agreement - Urgent Dental Care Incentive Scheme
Consent form - display of staff information
Return to work template

Infection control

Patient care and regulation

Chaperone policy
Commitment to patients and appointments policy
Direct access policy
Equality and diversity policy for patients
Fees and payments policy
Oral cancer - team roles and responsibilities
Oral health promotion policy
Prescribing and dispensing policy
Prescriptions for private patients
Patient appointments policy
Patient group direction
Quality assurance policy
Referral letters
Referral protocol
Referral to hygienist
RQIA compliance checklist
Sedation - practice policy
Treatment plan and estimate

Patient communication and information

Consent form - photographs
Consent form - sedation
Consent form - treatment
Direct access - patient leaflet
Duty of Candour/Adverse incidents protocol
Duty of Candour - annual report (Scotland)
In-practice capitation scheme agreement
In-practice capitation scheme application form
In-practice capitation scheme direct debit mandate
In-practice capitation scheme leaflet
Moving to private practice in Northern Ireland - patient letter three months' notice
Moving to private practice in Northern Ireland - patient letter less than three months' notice
New patient - practice standards and questionnaire
New patient - welcome letter
New patient satisfaction questionnaire
Patient letter - missed appointment
Patient questionnaire
Practice information leaflet
Practice newsletters
Sedation - information for patients

Zero tolerance of harassment by patients - policy poster

We have created two versions of the Zero tolerance poster, each available in both PDF and editable Word format. Choose the version that best suits your needs. Available to all dentist members.

Safeguarding

Consent checklist
Consent policy
Safeguarding policy - England
Safeguarding policy - Northern Ireland
Safeguarding policy - Scotland
Safeguarding policy - Wales

Staff management

Annual leave policy and form
Carer's leave template letters
Consent form - display of staff information
Disciplinary procedure letters
Disciplinary record
Employee maternity leave plan
Employment contract
Employment contract variation - letters
Exit interview questions
Grievance procedure letters
Hepatitis B - vaccine response letter
Induction programme
Maternity acknowledgement letter
Pension auto-enrolment - staff letter
Performance appraisals
Personal development plan (PDP) example
Practice meetings - agenda and notes
Redundancy letters
Reference request
Return to work template
Sickness absence (long term) letters
Sickness absence (short term) letters
Sickness self-certification form
Sick pay entitlement reduction or end letter
Staff satisfaction surveys
Staff survey - preventative measures against sexual harassment
Training review record

Staff recruitment

Associate clinical reference request form
Associate performer information form
Associate starter checklist
Job offer letter
Job application form
Job descriptions
Job interview assessment form
Job interview letter
Job interview questions
Job rejection letter
Indicative terms of associate agreement
Pre-employment checks
Recruitment monitoring form
Recruitment policy

For more downloads related to associateships agreements, including template contracts, please see our associates downloads section.

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Downloads for your dental practice

Who are these for?

Not an Expert member yet?

Downloads A-Z

Associateships

Audits

Business and finance

Complaints

Data protection

Health and safety