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

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.

Follow the steps

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.

Follow the steps

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.

Follow the steps

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.

Follow the steps

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