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Clinic policies & procedures

Keep them lean and match how you actually work!

There isn’t a universal list of written policies you must hold in private practice. Focus on what you use and keep simple evidence you follow your own procedures.

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Solo clinic (one person)

What this is: a practical, lean checklist to help you document only what you actually use in a solo practice — payments/appointments, consent/complaints, emergencies/first aid, safeguarding (if relevant), record-keeping and simple continuity. No universal policy pack required; keep it proportionate and aligned to HCPC/CSP expectations.

  1. 1
    Download the checklist.
  2. 2
    Compare it with how you actually work; keep only what you need.
  3. 3
    Email the team if you want the expanded templates/guidance.

 

Downloads require member login (enforced at asset level).

Multi-practitioner clinic

What this is: a checklist covering the extra legal, HR, insurance and governance duties when you employ staff, work with associates, or host external practitioners — employment policies, supervision/clinical governance, data protection & safeguarding across teams, complaints/emergency planning, marketing/pay/staff handbooks. Use it to scope what applies to your setup; take HR/legal advice where needed.

  1. 1
    Download the checklist.
  2. 2
    Map each item to your clinic model; add detail only where necessary.
  3. 3
    Email the team if you want the expanded templates/guidance.
 

Downloads require member login (enforced at asset level).

Message the Physio First team

Once you’ve reviewed the checklist against your setup, email us for the expanded templates or guidance.

Email the team

We’ll guide you to the right next steps for your clinic — not a document pack.