How-To Guides

Step-by-step compliance how-to guides

Plain, numbered procedures for the compliance tasks your practice actually has to do. Each guide walks the steps in order, tells you what to record at each one, and explains what an assessor or regulator expects to see, then points you to the tool that does it for you.

NDIS

Medicare & Billing

RACGP & Accreditation

How to Build a Compliance Evidence Pack for Accreditation

A step-by-step procedure for assembling the evidence pack a surveyor actually reviews: map each indicator to the evidence it needs, gather the policy and the running records for each, fill the gaps and flag the evidence that only accumulates over time, organise it so an assessor can follow it, and keep it living between cycles. The pack is not busywork for survey week, it is the proof that your systems run.

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How to Build a Practice Risk Register for RACGP Accreditation

A step-by-step procedure for building a practice risk register that works as a management tool, not an accreditation prop: set the columns and scope, identify risks across every category (not just clinical), rate each on a consistent matrix, assign controls and owners to the significant ones, then review it on a schedule so it stays live. This guide includes a worked example register you can copy.

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How to Run a Clinical Audit (PDSA Cycle) That Satisfies Assessors

A step-by-step procedure for running a clinical audit as a PDSA cycle that an accreditation surveyor will accept as quality-improvement evidence: pick a topic that matters and a measurable standard, measure your baseline, plan and make a change, re-measure to see if it improved, then document the loop as CQI evidence. The audit that satisfies assessors is the one that closes the loop, not the one that just collects a number.

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How to Run a RACGP Self-Assessment (Traffic-Light Method)

A step-by-step procedure for self-assessing your general practice against the RACGP Standards before an accreditation survey, using the traffic-light method: rate every indicator green, amber, or red, gather the evidence as you go, prioritise the gaps with mandatory indicators first, and turn the result into an action plan. Done properly, the self-assessment is the single best predictor of how your survey will go.

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How to Write a Compliant Policy and Procedure From Scratch

A step-by-step procedure for writing a policy and procedure that actually satisfies an accreditation standard: pin down the requirement it has to meet, start from a template instead of a blank page, separate the policy (what and why) from the procedure (who does what, in order), add version control and a review date, then implement it so the records prove it runs. A good policy is not the document, it is the system the document describes.

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Privacy & Cyber Security

AHPRA & Registration

Employment & Workplace

How to Audit Your Award Classifications

A step-by-step procedure for checking that every employee sits on the right award and the right classification level: confirm which award applies, build an evidence file for each person (qualification, experience, actual duties), map them against the award's classification definitions, compare the result to what you are paying, then rectify and document. This is the exercise the Fair Work Commission expects practices to complete before the new Health Professionals Award classification structure commences on 1 October 2026.

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How to Onboard a New Staff Member Compliantly

A step-by-step procedure for onboarding a new staff member without leaving a compliance gap: verify identity, right to work, and qualifications; check registration and screening; set the employment basics correctly; induct them on policies, privacy, and safety; and record it all with the review points booked in. Done well, onboarding closes the risks that surface later as underpayment claims, registration lapses, or a failed audit.

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How to Run a Monthly WHS Walkthrough

A step-by-step procedure for running a monthly work health and safety walkthrough of your practice: build a checklist that covers physical and psychosocial hazards, do the walk and record what you see, rate and prioritise the hazards, assign and close the actions, then file it as WHS evidence and book the next one. A walkthrough is the routine that turns your safety duty from a policy on the shelf into something you can prove you actually do.

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