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Expert templates

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 dental advisers. Contact the BDA Advice teams via: or call 020 7935 0875.

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.

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.

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


Confidentiality (v1)

Consent (v1)

COSHH controls (v3)

DSE risk assessment (v1)

Health and safety (v2)

Radiation protection (v2)

Recruiting and employing staff (v2)

Risk assessment (v1)


Disability access audit (v1)

GDPR access to information (v1)

GDPR information (v1)

Healthcare waste (preacceptance) (v2)

Infection control audit (v2)

Oral cancer risk factor (v1)

Patient waiting times (v1)

Radiography - digital bitewing (v1)

Radiography - bitewing (v1)

Radiography - digital periapical (v1)

Radiography - Periapical (v1)

Record keeping (v1)

Supplier contracts (v1)

Expert templates


Access to information held by the practice (v4)

Accessible information policy (v1)

Adoption leave and pay policy (v4)

Adverse incidents (duty of candour) protocol (v1)

Amalgam use and disposal protocol (v3)

Annual leave policy and form (v2)

Associate-performer information (v2)

Associate-performer reference request (v1)

Associate contract - England and Wales (v6)
Associate contract - Northern Ireland (v6)
Associate contract - Scotland (v8)
Associate contract - Private only within a mixed practice - Scotland (v3)
Associate contract - private practice (v8)
Associate ortho contract - England and Wales (v4)


Bullying and harassment policy (v2)
Business continuity and disaster recovery policy (v3)


Cashflow forecast template (v2)

CCTV use (v1)

Chairside hours calculation (v1)
Chairside hours worksheet (v1)
Chaperone policy (v1)
Cleaning schedule example (v1)
Commitment to patients and appointments policy (v2)
Commitment to staff policy (v2)
Complaint letter - faulty equipment (v1)
Complaints - code of practice for patients (v6)
Complaints handling policy - comments on Scotland template (v1)
Complaints handling policy (E-W-NI) (v2) Updated May 19
Complaints letters - NHS (E-W-NI) (v3)
Complaints letters - NHS Scotland (v3)
Complaints letters - private (v3)
Complaints record (v1)
Complaints report (E-W) (v1)
Confidentiality policy (v5)
Consent form - photographs (v1)
Consent form - sedation (v2)
Consent form - treatment (v2)
Consent policy (v2)


Data protection processor agreement (v1)

Data protection processor agreement - associates (v2)

Data protection processor agreement - notes for use (v2)

Data protection privacy notice - associates (v3)  Updated September 19

Data protection privacy notice - employees (v3)  Updated September 19

Data protection privacy notice - patients (v2)

Data security policy - practice (v4)

Debt recovery letters (v2)

Decontaminating laboratory items (v2)

Direct access - patient leaflet (v1)

Direct access policy (v1)

Disciplinary procedure (v3)

Disciplinary procedure letters (v2)

Disciplinary record (v1)

Duty of Candour - annual report (Scotland) (v1)


Electronic communications - patient notice and consent (v2)
Email and internet use policy (v3)
Emergency leave policy (v2)

Employed dentists - code of practice (v2)
Employee maternity leave plan (v2)
Employment contract (v6)
Employment contract variation - letters (v1)
Environmental policy statement (v1)

Equal opportunities policy for staff (v4)
Equality and diversity policy for patients (v3)

Exit interview questions (v2)


Fees and payments policy (v4)

Fire action notice (v1)

Flexible working policy (v1)

FOIA - guide to information (v2)

FOISA - guide to information (Scotland) (v1.1) Updated May 19


GDC standards - patient leaflet (v1)
Grievance procedure (v2)
Grievance procedure letters (v2)


Hand hygiene protocol (v1)
Harassment by patients - policy statement (v2)
Health and safety policy (v3)
Healthcare waste audit (v2)
Healthcare waste disposal policy (v2)
Hepatitis B - vaccine response letter (v2)
Hourly rate calculation (v2)
Hourly rate worksheet (v1)


Induction programme (v2)

Infection control annual statement - England (v2)

Infection control policy (v5)

Inoculation injuries policy (v2)

In-practice capitation scheme agreement (v2)

In-practice capitation scheme application form (v2)

In-practice capitation scheme direct debit mandate (v2)

In-practice capitation scheme leaflet (v2)


Job application form (v2)

Job descriptions (v3)

Job interview assessment form (v1)

Job interview letter (v1)

Job interview questions (v2)

Job offer letter (v1)

Job rejection letter (v1)


Latex policy (v1)

Locum-Associate contract - HSCNI and mixed - NI (v2) New Aug 19
Locum-Associate contract - NHS and mixed - Eng and Wales (v2)   New Aug 19
Locum-Associate contract - NHS and mixed - Scotland (v2)   New Aug 19
Locum-Associate contract - ortho - Eng and Wales (v2) New Aug 19
Locum-Associate contract - private practice (v2) New Aug 19
Lone worker policy (v1)


Manual cleaning protocol (v2)
Manual handling assessment (v1)
Manual handling techniques (v1)
Maternity and parental leave and pay policy (v5)
Mobile phone policy (v1)
Moving instruments to and from an LDU protocol (v3)


New equipment selection protocol (v1)

New patient - practice standards and questionnaire (v2)

New patient - welcome letter (v3)

New patient satisfaction questionnaire (v1)

NHS remedial and breach notice letters (v2)

Nurse cover - for BDA indemnity policy holders (v1) New May 19


Oral cancer - team roles and responsibilities (v1)


Partnership agreement (v2)
Patient appointments policy (v2)
Patient group direction (v1)
Patient letter - missed appointment
Patient questionnaire (v1)
Payment - bill and instalments (v3)
PDP example
Pension auto-enrolment - staff letter (v1)
People with significant control register (v2)
Performance appraisals (v2)
Practice closure - patient notification (v2)
Practice closure - safe storage and retrieval of records (v2)
Practice information leaflet (v5)
Practice meetings - agenda and notes (v2)
Practice newsletters (v1)
Practice sales and TUPE letters (v2)
Pre-employment checks (v1)
Prescribing and dispensing policy (v2)
Prescriptions for private patients (v1)


Quality assurance policy (v2)


Radiation equipment testing (v1)

Radiation protection file (v3)
Radiation protection - employers written procedures (v3)
Record keeping audit (v1)

Record management policy (v3)
Recruitment monitoring form (v2)

Recruitment policy (v2)

Redundancy letters (v1)

Redundancy policy (v2)
Reference request (v3)

Referral letters (v1)

Referral protocol (v2)

Referral to hygienist (v2)

Risk assessment - dental practice (v3)

Risk assessment - hepatitis B non-responder (v3)

Risk assessment - pregnant and nursing mothers (v2)

Risk assessment - work experience student (v2)

Risk assessment for trainee nurse (v3)


Safeguarding policy (v1.1) Updated May 19
Safer sharps - protocol and risk assessment for non-use (v1)
Selecting new equipment protocol (v1)
Sickness absence (long term) letters (v2)
Sickness absence (short term) letters (v2)
Sickness and injury absence policy (v3)
Sickness self-certification form (v1)
Staff satisfaction surveys (v1)
Stress policy (v1)


Television use policy (v1)

Training policy (v2)

Training review record (v1)

Treatment plan and estimate (v1)


Underperformance and whistleblowing policy (v3)


Violence and aggression policy (v1)

Violent incident report form and log (v1)

​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.