Templates, checklists and audits

In this section - available to Expert members only - we provide the audits, checklists, and templates you need to comply with national standards, allowing you to safeguard against overlooking any important steps while managing a busy dental practice. Please note that the documents listed below are also available for download on their corresponding advice page.

If you need further support, Expert members also have access to unlimited one-to-one advice via phone or email from our experienced advisors.

Not an Expert member yet? Please contact us on 020 7563 4550 to discuss your join or upgrade options.

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

February 2024

Infection control audit
Infection control policy
DSE risk assessment
Lone worker risk assessment - staff
Lone worker risk assessment - contractors
Employment contract
Disciplinary procedure

January 2024

Data protection privacy notice - patients
Data security policy - practice

Audits

Antibiotic prescribing tool

Note: This tool was developed by the Dental Subgroup of ESPAUR, which includes representatives from the BDA, FGDP, ACOM and BASCD. It is designed to be used with the FGDP's Antimicrobial Prescribing for GDPs (available free from the BDA Library for members), to ensure you are prescribing according to the current guidance.

Disability access audit
GDPR access to information
GDPR information
Healthcare waste audit (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
Risk assessment – Legionella
Supplier contracts

Checklists

Confidentiality
Consent
COSHH controls
DSE risk assessment
Guide to completing the NHS Data Security and Protection Toolkit (DSPT)
Health and safety
Lone worker risk assessment - staff
Lone worker risk assessment - contractors
Radiation protection
Recruiting and employing staff
Risk assessment

Expert templates

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Access to information held by the practice
Accessible information policy
Adoption leave and pay policy
Amalgam use and disposal protocol
Annual leave policy and form
Associate-performer information
Associate-performer reference request
Associate ortho contract - England
Associate contract - Northern Ireland
Associate contract - Scotland
Associate contract - Private only within a mixed practice - Scotland

To download the following template contracts, please first watch the course Understanding associate agreements in the CPD hub.

Associate contract - NHS and mixed - England (Traditional)
Associate contract - NHS and mixed - England (Worker)
Associate contract Private - UK (Traditional/Worker)

The course explains the agreements - how to complete them and importance of choosing the correct commercial contract.

Financial healthcheck tool

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

Expert templates, checklists and audits

Using the templates