Docsroom

Templates / Pharmacies

GPhC checks, driver paperwork and delivery consent, all in one place.

Starters forget their registration details and drivers forget their insurance, so the manager chases between prescriptions. Docsroom asks once, gives everyone their own link and chases whoever has not replied.

7 templates79 requestsWritten for pharmacies

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Seven templates for pharmacies

Open a template to see every request in the order it is asked, and watch it written in and answered.

New patient starter checklistfor new patients · before their first prescription12 requests12 requests
New patient starter checklistDorothy Hall · new patient9 of 12 back
  • About you
  • FormPersonal details8 questionsAssigned to DHDorothy Hall, patientFrom Adamin 2 daysComplete
  • QuestionYour GP surgeryname and townAssigned to DHDorothy Hall, patientFrom Adamin 2 daysComplete
  • QuestionFree prescriptionswhich exemption, if anyAssigned to DHDorothy Hall, patientFrom Adamin 3 daysReady to check
  • DecisionRepeat prescriptionswe order or you orderAssigned to DHDorothy Hall, patientFrom Adamin 3 daysReady to check
  • DecisionElectronic prescriptionsnominate us or notAssigned to DHDorothy Hall, patientFrom Adamin 3 daysComplete
  • Your medicines
  • QuestionRegular medicinesname, dose, how oftenAssigned to DHDorothy Hall, patientFrom Adamin 3 daysAwaiting reply
  • QuestionAllergies and reactionsmedicines you cannot takeAssigned to DHDorothy Hall, patientFrom Adamin 3 daysReminder sent
  • UploadRepeat list from your GPa photo is fineAssigned to DHDorothy Hall, patientFrom Adamin 4 daysComplete
  • QuestionTrouble with packagingor reading the labelsAssigned to DHDorothy Hall, patientFrom Adamin 4 daysReady to check
  • Consent
  • ApprovalPrivacy noticeread and approveAssigned to DHDorothy Hall, patientFrom Adamin 5 daysReady to check
  • ApprovalSharing with your GPread and approveAssigned to DHDorothy Hall, patientFrom Adamin 5 daysComplete
  • DecisionHow we contact youtext, call or postAssigned to DHDorothy Hall, patientFrom Adamin 6 daysAwaiting reply
Staff starter checklistfor new pharmacy technicians · before their first day12 requests12 requests
Staff starter checklistSam Hill · pharmacy technician9 of 12 back
  • Right to work
  • QuestionRight to work codeshare code from gov.ukAssigned to SHSam Hill, pharmacy technicianFrom Adamin 3 daysComplete
  • UploadPhoto IDclear and in dateAssigned to SHSam Hill, pharmacy technicianFrom Adamin 3 daysComplete
  • UploadProof of addressa recent bill or letterAssigned to SHSam Hill, pharmacy technicianFrom Adamin 4 days1 file sent
  • Pay and contract
  • FormPay details6 questionsAssigned to SHSam Hill, pharmacy technicianFrom Adamin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to SHSam Hill, pharmacy technicianFrom Adamin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to SHSam Hill, pharmacy technicianFrom Adamin 5 daysAwaiting reply
  • Pharmacy checks
  • QuestionGPhC registration numberseven digitsAssigned to SHSam Hill, pharmacy technicianFrom Adamin 4 daysReminder sent
  • UploadQualification certificatetechnician or dispensingAssigned to SHSam Hill, pharmacy technicianFrom Adamin 5 daysComplete
  • UploadIndemnity coverNPA, PDA or otherAssigned to SHSam Hill, pharmacy technicianFrom Adamin 5 days1 file sent
  • UploadEnhanced DBS certificateor update service IDAssigned to SHSam Hill, pharmacy technicianFrom Adamin 6 days2 files sent
  • ApprovalStandard operating proceduresread and approveAssigned to SHSam Hill, pharmacy technicianFrom Adamin 7 daysComplete
  • ApprovalConfidentiality agreementread and approveAssigned to SHSam Hill, pharmacy technicianFrom Adamin 7 daysAwaiting reply
Delivery driver starter checklistfor new delivery drivers · before their first round12 requests12 requests
Delivery driver starter checklistRyan Cartwright · driver9 of 12 back
  • You and your licence
  • QuestionRight to work codeshare code from gov.ukAssigned to RCRyan Cartwright, driverFrom Adamin 3 daysComplete
  • UploadDriving licencefront and backAssigned to RCRyan Cartwright, driverFrom Adamin 3 daysComplete
  • QuestionDVLA check codefrom gov.ukAssigned to RCRyan Cartwright, driverFrom Adamin 3 daysReady to check
  • UploadEnhanced DBS certificateor update service IDAssigned to RCRyan Cartwright, driverFrom Adamin 5 days2 files sent
  • UploadPhoto for your ID badgehead and shouldersAssigned to RCRyan Cartwright, driverFrom Adamin 5 daysComplete
  • Your vehicle
  • UploadCar insurance certificatebusiness use coverAssigned to RCRyan Cartwright, driverFrom Adamin 4 daysAwaiting reply
  • UploadMOT certificatecurrentAssigned to RCRyan Cartwright, driverFrom Adamin 4 daysReminder sent
  • Pay and days
  • FormPay and tax details6 questionsAssigned to RCRyan Cartwright, driverFrom Adamin 5 daysComplete
  • DecisionDelivery dayspick your daysAssigned to RCRyan Cartwright, driverFrom Adamin 7 daysReady to check
  • Rules of the round
  • ApprovalDelivery procedureread and approveAssigned to RCRyan Cartwright, driverFrom Adamin 6 daysReady to check
  • ApprovalPatient confidentialityread and approveAssigned to RCRyan Cartwright, driverFrom Adamin 6 daysComplete
  • ApprovalControlled drugs handoverread and approveAssigned to RCRyan Cartwright, driverFrom Adamin 6 daysAwaiting reply
Locum pharmacist packfor locum pharmacists · before their first shift11 requests11 requests
Locum pharmacist packFarah Begum · locum pharmacist9 of 11 back
  • Their business
  • FormInvoice details6 questionsAssigned to FBFarah Begum, locum pharmacistFrom Adamin 3 daysComplete
  • QuestionUTR or company numberwhichever appliesAssigned to FBFarah Begum, locum pharmacistFrom Adamin 4 daysComplete
  • Registration and cover
  • QuestionGPhC registration numberseven digitsAssigned to FBFarah Begum, locum pharmacistFrom Adamin 3 daysReady to check
  • UploadProfessional indemnityNPA, PDA or otherAssigned to FBFarah Begum, locum pharmacistFrom Adamin 4 days2 files sent
  • UploadEnhanced DBS certificateor update service IDAssigned to FBFarah Begum, locum pharmacistFrom Adamin 5 daysComplete
  • UploadRevalidation recordCPD and reflective accountAssigned to FBFarah Begum, locum pharmacistFrom Adamin 6 daysAwaiting reply
  • UploadVaccination trainingif you give vaccinesAssigned to FBFarah Begum, locum pharmacistFrom Adamin 6 daysReminder sent
  • Working with us
  • TableShifts you can workdate, from, toAssigned to FBFarah Begum, locum pharmacistFrom Adamin 6 daysComplete
  • QuestionSystems you have usedPMR systems, EPSAssigned to FBFarah Begum, locum pharmacistFrom Adamin 6 daysReady to check
  • ApprovalLocum termsread and approveAssigned to FBFarah Begum, locum pharmacistFrom Adamin 7 daysReady to check
  • ApprovalResponsible pharmacist rulesread and approveAssigned to FBFarah Begum, locum pharmacistFrom Adamin 7 daysComplete
Vaccination and clinic packfor patients booking a service · before the appointment10 requests10 requests
Vaccination and clinic packGwen Pritchard · flu jab8 of 10 back
  • The service
  • DecisionWhich jab or servicepick oneAssigned to GPGwen Pritchard, patientFrom Adamin 2 daysComplete
  • FormBooking details5 questionsAssigned to GPGwen Pritchard, patientFrom Adamin 2 daysComplete
  • DecisionAppointment timemorning or afternoonAssigned to GPGwen Pritchard, patientFrom Adamin 3 daysReady to check
  • Your health
  • FormHealth questions8 questionsAssigned to GPGwen Pritchard, patientFrom Adamin 3 daysReady to check
  • QuestionAllergies and past reactionsto jabs or medicinesAssigned to GPGwen Pritchard, patientFrom Adamin 3 daysComplete
  • QuestionBlood thinners and medicinesname and doseAssigned to GPGwen Pritchard, patientFrom Adamin 3 daysAwaiting reply
  • QuestionTravel dates and placesonly for travel jabsAssigned to GPGwen Pritchard, patientFrom Adamin 4 daysReminder sent
  • Consent
  • ApprovalConsent to vaccinationread and approveAssigned to GPGwen Pritchard, patientFrom Adamin 5 daysComplete
  • ApprovalVaccine information leafletread and approveAssigned to GPGwen Pritchard, patientFrom Adamin 5 daysReady to check
  • DecisionTell your GPyes or noAssigned to GPGwen Pritchard, patientFrom Adamin 5 daysReady to check
Yearly pharmacy packfor the pharmacy · each year, before registration renews12 requests12 requests
Yearly pharmacy packRenshaw Pharmacy · yearly pack9 of 12 back
  • Registration and cover
  • UploadGPhC premises registrationcurrent certificateAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 7 daysComplete
  • UploadInsurance certificatespublic and professionalAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 7 daysComplete
  • Medicines and records
  • UploadControlled drugs auditlatest checksAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 10 days1 file sent
  • UploadFridge and room temperaturelast three monthsAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 10 days2 files sent
  • UploadMedicines waste contractcurrentAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 10 daysComplete
  • TableStaff and registrationsname, role, GPhC numberAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 12 daysAwaiting reply
  • TableWholesalers we usename, WDA(H), date checkedAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 12 daysReminder sent
  • QuestionDispensing incidentsand what changedAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 12 daysComplete
  • Governance
  • UploadPatient survey resultsthis year’s summaryAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 14 days1 file sent
  • UploadData security toolkitthis year’s submissionAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 14 days2 files sent
  • UploadBusiness continuity plancurrent versionAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 14 daysComplete
  • ApprovalComplaints procedureread and approveAssigned to PRPaul Renshaw, pharmacy ownerFrom Adamin 16 daysAwaiting reply

Written for pharmacies. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for patients and drivers

Patients, drivers, locums and staff each open their own link on a phone. No accounts and no passwords.

Delivery consent on record

Each patient’s delivery choices and consent come back in one place, with the date they were given, before the first round goes out.

Reminders between prescriptions

Docsroom chases late replies until each one is in, so nobody stops mid-dispense to ring a driver about their MOT.

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