Docsroom

Templates / Private clinics

Consultant checks, patient forms and yearly evidence, all in one list.

Consultants forget to send their indemnity and appraisal, and patients arrive without their referral, so the manager spends the week chasing. Docsroom asks once, gives everyone their own link and follows up for you.

7 templates79 requestsWritten for private clinics

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Seven templates for private clinics

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 consultation12 requests12 requests
New patient starter checklistElizabeth Ward · new patient9 of 12 back
  • About you
  • FormRegistration details8 questions, next of kinAssigned to EWElizabeth Ward, patientFrom Rachelin 2 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to EWElizabeth Ward, patientFrom Rachelin 3 daysComplete
  • QuestionYour GPname, surgery, townAssigned to EWElizabeth Ward, patientFrom Rachelin 3 daysReady to check
  • Your health
  • FormHealth questionnaire12 questionsAssigned to EWElizabeth Ward, patientFrom Rachelin 3 daysReady to check
  • QuestionMedicines and allergiesname and doseAssigned to EWElizabeth Ward, patientFrom Rachelin 3 daysComplete
  • UploadReferral letterif you have oneAssigned to EWElizabeth Ward, patientFrom Rachelin 4 daysAwaiting reply
  • Paying and consent
  • DecisionSelf-pay or insuredpick oneAssigned to EWElizabeth Ward, patientFrom Rachelin 4 daysReminder sent
  • QuestionInsurer detailspolicy and authorisationAssigned to EWElizabeth Ward, patientFrom Rachelin 4 daysComplete
  • ApprovalConsent to consultationread and approveAssigned to EWElizabeth Ward, patientFrom Rachelin 5 daysReady to check
  • ApprovalPrivacy noticeread and approveAssigned to EWElizabeth Ward, patientFrom Rachelin 5 daysReady to check
  • ApprovalTerms and cancellationread and approveAssigned to EWElizabeth Ward, patientFrom Rachelin 5 daysComplete
  • DecisionLetters to your GPyes or noAssigned to EWElizabeth Ward, patientFrom Rachelin 5 daysAwaiting reply
Staff starter checklistfor new clinical staff · before their first shift12 requests12 requests
Staff starter checklistLaura Pearson · staff nurse9 of 12 back
  • Identity and history
  • QuestionRight to work share codenine charactersAssigned to LPLaura Pearson, staff nurseFrom Rachelin 3 daysComplete
  • UploadProof of identitypassport or licenceAssigned to LPLaura Pearson, staff nurseFrom Rachelin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to LPLaura Pearson, staff nurseFrom Rachelin 4 days1 file sent
  • UploadFull employment historyexplain any gapsAssigned to LPLaura Pearson, staff nurseFrom Rachelin 4 days2 files sent
  • TableTwo refereesname, role, phoneAssigned to LPLaura Pearson, staff nurseFrom Rachelin 4 daysComplete
  • Pay and contract
  • FormBank, tax and NI details6 questionsAssigned to LPLaura Pearson, staff nurseFrom Rachelin 5 daysAwaiting reply
  • ApprovalEmployment contractread and approveAssigned to LPLaura Pearson, staff nurseFrom Rachelin 5 daysReminder sent
  • Registration and clearance
  • QuestionNMC PINon the registerAssigned to LPLaura Pearson, staff nurseFrom Rachelin 4 daysComplete
  • UploadEnhanced DBS certificateor update service IDAssigned to LPLaura Pearson, staff nurseFrom Rachelin 6 days1 file sent
  • UploadOccupational health clearancefit to work letterAssigned to LPLaura Pearson, staff nurseFrom Rachelin 6 days2 files sent
  • UploadImmunisation recordhepatitis B, MMR, TBAssigned to LPLaura Pearson, staff nurseFrom Rachelin 7 daysComplete
  • UploadMandatory trainingsafeguarding, life supportAssigned to LPLaura Pearson, staff nurseFrom Rachelin 7 daysAwaiting reply
Consultant credentials packfor visiting consultants · before the first clinic session12 requests12 requests
Consultant credentials packVikram Mehta · orthopaedics9 of 12 back
  • Registration
  • QuestionGMC number and specialtyas on the registerAssigned to VMVikram Mehta, consultantFrom Rachelin 3 daysComplete
  • UploadMedical indemnity certificatewith your scope of workAssigned to VMVikram Mehta, consultantFrom Rachelin 5 daysComplete
  • QuestionResponsible officername and bodyAssigned to VMVikram Mehta, consultantFrom Rachelin 5 daysReady to check
  • UploadAppraisal outcomelatest, with the dateAssigned to VMVikram Mehta, consultantFrom Rachelin 6 days2 files sent
  • Your work
  • TableProcedures you offerprocedure, typical lengthAssigned to VMVikram Mehta, consultantFrom Rachelin 6 daysComplete
  • QuestionMain NHS employertrust or health boardAssigned to VMVikram Mehta, consultantFrom Rachelin 6 daysAwaiting reply
  • QuestionOther hospitals or clinicswhere you also workAssigned to VMVikram Mehta, consultantFrom Rachelin 7 daysReminder sent
  • UploadYour CVup to dateAssigned to VMVikram Mehta, consultantFrom Rachelin 7 daysComplete
  • Safety and clearance
  • UploadEnhanced DBS certificateor update service IDAssigned to VMVikram Mehta, consultantFrom Rachelin 8 days1 file sent
  • UploadSafeguarding trainingcertificate, in dateAssigned to VMVikram Mehta, consultantFrom Rachelin 8 days2 files sent
  • UploadBasic life supportcertificate and dateAssigned to VMVikram Mehta, consultantFrom Rachelin 8 daysComplete
  • ApprovalPractising privileges termsread and approveAssigned to VMVikram Mehta, consultantFrom Rachelin 10 daysAwaiting reply
Referral letter packfor referring doctors · when you refer a patient10 requests10 requests
Referral letter packMargaret Lowe · knee referral8 of 10 back
  • The referral
  • UploadReferral letterwith the reason for itAssigned to AHAlan Hart, referring doctorFrom Rachelin 2 daysComplete
  • FormPatient details6 questionsAssigned to AHAlan Hart, referring doctorFrom Rachelin 2 daysComplete
  • DecisionHow urgentroutine or urgentAssigned to AHAlan Hart, referring doctorFrom Rachelin 2 daysReady to check
  • QuestionQuestion for the consultantwhat you need answeredAssigned to AHAlan Hart, referring doctorFrom Rachelin 3 daysReady to check
  • Medical background
  • UploadCurrent medicines listfrom the GP recordAssigned to AHAlan Hart, referring doctorFrom Rachelin 3 daysComplete
  • UploadRecent test resultsblood tests, ECG, scansAssigned to AHAlan Hart, referring doctorFrom Rachelin 3 daysAwaiting reply
  • QuestionRelevant historyconditions and surgeryAssigned to AHAlan Hart, referring doctorFrom Rachelin 4 daysReminder sent
  • QuestionAllergiesdrugs and latexAssigned to AHAlan Hart, referring doctorFrom Rachelin 4 daysComplete
  • Consent
  • ApprovalPatient consent confirmedread and approveAssigned to AHAlan Hart, referring doctorFrom Rachelin 4 daysReady to check
  • DecisionWho gets our replyyou, patient or bothAssigned to AHAlan Hart, referring doctorFrom Rachelin 5 daysReady to check
Procedure pre-assessmentfor patients having a procedure · two weeks before the procedure11 requests11 requests
Procedure pre-assessmentGeorge Fenwick · day case surgery9 of 11 back
  • Your health
  • FormPre-assessment questionnaire15 questionsAssigned to GFGeorge Fenwick, patientFrom Rachelin 3 daysComplete
  • QuestionMedicines and supplementsincluding over the counterAssigned to GFGeorge Fenwick, patientFrom Rachelin 3 daysComplete
  • QuestionAnaesthetic historyany problems beforeAssigned to GFGeorge Fenwick, patientFrom Rachelin 4 daysReady to check
  • QuestionHeight and weightas best you knowAssigned to GFGeorge Fenwick, patientFrom Rachelin 4 daysReady to check
  • UploadRecent test resultsblood tests or ECGAssigned to GFGeorge Fenwick, patientFrom Rachelin 5 daysComplete
  • Getting ready
  • ApprovalFasting instructionsread and approveAssigned to GFGeorge Fenwick, patientFrom Rachelin 7 daysAwaiting reply
  • ApprovalAftercare informationread and approveAssigned to GFGeorge Fenwick, patientFrom Rachelin 7 daysReminder sent
  • QuestionAdult staying with youname and numberAssigned to GFGeorge Fenwick, patientFrom Rachelin 7 daysComplete
  • Paperwork
  • ApprovalProcedure informationread and approveAssigned to GFGeorge Fenwick, patientFrom Rachelin 8 daysReady to check
  • ApprovalWritten estimateread and approveAssigned to GFGeorge Fenwick, patientFrom Rachelin 8 daysReady to check
  • QuestionInsurer authorisationcode and dateAssigned to GFGeorge Fenwick, patientFrom Rachelin 8 daysComplete
Yearly regulator evidencefor the clinic · each year, before the annual review12 requests12 requests
Yearly regulator evidenceHarbour Clinic · yearly evidence9 of 12 back
  • Registration
  • UploadRegulator registrationCQC, HIW, HIS or RQIAAssigned to JCJennifer Cole, clinic managerFrom Rachelin 7 daysComplete
  • UploadStatement of purposelatest versionAssigned to JCJennifer Cole, clinic managerFrom Rachelin 7 daysComplete
  • UploadInsurance certificatespublic and professionalAssigned to JCJennifer Cole, clinic managerFrom Rachelin 8 days1 file sent
  • TableConsultants and privilegesname, GMC, next reviewAssigned to JCJennifer Cole, clinic managerFrom Rachelin 10 daysReady to check
  • Safety
  • UploadFire risk assessmentwith action listAssigned to JCJennifer Cole, clinic managerFrom Rachelin 10 daysComplete
  • UploadLegionella risk assessmentcurrent reportAssigned to JCJennifer Cole, clinic managerFrom Rachelin 10 daysAwaiting reply
  • UploadInfection control auditlatest resultsAssigned to JCJennifer Cole, clinic managerFrom Rachelin 12 daysReminder sent
  • UploadFridge temperature loglast three monthsAssigned to JCJennifer Cole, clinic managerFrom Rachelin 12 daysComplete
  • Learning and feedback
  • UploadPatient feedback summarythis year’s resultsAssigned to JCJennifer Cole, clinic managerFrom Rachelin 14 days1 file sent
  • QuestionComplaints this yearnumber and what changedAssigned to JCJennifer Cole, clinic managerFrom Rachelin 14 daysReady to check
  • QuestionSignificant eventsand what you learnedAssigned to JCJennifer Cole, clinic managerFrom Rachelin 14 daysComplete
  • ApprovalPolicies reviewedread and approveAssigned to JCJennifer Cole, clinic managerFrom Rachelin 16 daysAwaiting reply
Lab and supplier setupfor labs and suppliers · before the first order or sample10 requests10 requests
Lab and supplier setupBrightwell Pathology · new lab8 of 10 back
  • Their details
  • FormCompany details6 questionsAssigned to AMAyesha Malik, account managerFrom Rachelin 3 daysComplete
  • UploadUKAS accreditationlabs onlyAssigned to AMAyesha Malik, account managerFrom Rachelin 5 daysComplete
  • UploadTest list and turnaroundcurrentAssigned to AMAyesha Malik, account managerFrom Rachelin 5 days1 file sent
  • Safety and results
  • UploadInsurance certificatepublic and professionalAssigned to AMAyesha Malik, account managerFrom Rachelin 6 days2 files sent
  • UploadSample collection guidetubes, labels, transportAssigned to AMAyesha Malik, account managerFrom Rachelin 6 daysComplete
  • UploadSafety data sheetsfor chemicals suppliedAssigned to AMAyesha Malik, account managerFrom Rachelin 7 daysAwaiting reply
  • QuestionHow results reach usphone, email or portalAssigned to AMAyesha Malik, account managerFrom Rachelin 7 daysReminder sent
  • Terms
  • ApprovalData sharing termsread and approveAssigned to AMAyesha Malik, account managerFrom Rachelin 9 daysComplete
  • ApprovalTrade termsread and approveAssigned to AMAyesha Malik, account managerFrom Rachelin 9 daysReady to check
  • DecisionCollection dayspick the daysAssigned to AMAyesha Malik, account managerFrom Rachelin 9 daysReady to check

Written for private clinics. 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 every person

Patients, consultants, referring doctors and labs each get their own link. No accounts, no passwords, and it works on a phone.

Credentials arrive with dates

Indemnity, appraisal outcomes and DBS certificates arrive in one list, each dated the day it came in, ready to find again when you need them.

Yearly evidence in one place

Registration, safety and audit documents come back to one list for the year, so you are not hunting through email when a regulator asks.

Not quite you?

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