Customise compliance aspects to reflect your practice only and identify where improvements are required. Assessment will show you how compliant you are today and generate tasks you need to work on to become compliant.

Once compliance assessment is complete, you have an Action Plan to  work through to achieve the required level of compliance. Select whichever section or Key Question you wish to work through but choose wisely and consider urgency and importance. Share tasks and resources with your team, set deadlines, track and monitor progress using visual dashboard functions or reassign responsibilities as and when needed.

Pre-Set Document Management Framework comes with hundreds of resources, templates and guidance documents for you to customise and adapt to your practice. Share documents with your team but retain full control of what they see. Keep everyone in the loop ensuring controlled access to the latest digital copies of assigned policies, meeting minutes, practice templates or any other documents they need.

Work through a pre-set list of all HR Documents you need to keep for each member of your team. Functions allow you to assign and request documents specific to their role at the practice and enables them to upload what has been requested. Customise documents as needed, add expiry dates, track and monitor the status knowing you have full and current HR documents available for all saved in one place. Access is fully controlled and staff can only see what you allow them to see.

This function allows you to keep track of individual staff performance from the moment they first join your practice until the day they leave. Features allow you to log all performance related tasks and conversations, specific requests and agreements, including the support you provided them to address any struggles they have had. Access is fully controlled and staff can only see what you allow them to see. This sections nicely maps out the whole employment journey and performance for each member of your team accessible all in one place.

Work through a pre-set list of all Core and Recommended CPD Training Activities and postgraduate training relevant to dental professionals.  Assign training, sets deadlines, request staff to upload certificates for the training completed so evidence required for individual roles at the practice is available for all and saved in one place. You can customise and add your own training subjects which are not included in the original list. Track and monitor the status of all staff training activities and send reminders where delays are noted.

This function allows you to retain evidence of all in-house team and compliance meetings taking place. You must have protected time in the diary for monthly meetings to take place and retain evidence of agendas, minutes, attendance registers which can be shared with the team, including those who were not present in the meeting. Keep records of strategic management meetings in one place and demonstrate action is taken to grow the business and provide training your team needs.

This communication tool enables routine reporting and direct communications to management. Staff utilise this function to upload completed digital checklists to demonstrate ongoing compliance, send feedback, make suggestions and request management response to address their requests. This also allows management to monitor and oversee that assigned  compliance tasks are being maintained by everyone in the team, remains current, available and up to date.

Task Calendar comes with 12 months of pre-set compliance tasks which will simply automate once completed. This is where you transition into a Maintenance Stage and it will only become available once you complete all Mandatory Tasks in the Achieve Stage meaning you are now compliant and ready to maintain what you have achieved. It allows you to add your existing scheduled activities onto a Task Calendar to customise it to represent your practice and adapt pre-set resources created for you to maintain compliance each month with confidence and train your team.