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.