Expert 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.

Using the templates

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.