Templates you can use this week

The checklists, run-sheets and registers that go with our guides. Free, and yours to adapt to how your practice actually works. Leave your first name and email, and we send you a copy too.

Accreditation

Excel · 21 KB

RACGP 5th to 6th Edition crosswalk

Every 6th Edition criterion beside the 5th Edition indicators it grew out of, with columns to run your own gap analysis as you go.

Word · 12 KB

Accreditation site visit kickoff checklist

Everything to lock in during the first week of your 90-day prep, from confirming the survey date to nominating your primary contact.

Read the guide ›
Excel · 16 KB

90-day accreditation run-sheet

A structured planner for practices preparing for a RACGP 5th Edition site visit, with a gap analysis, evidence checklist and weekly stand-up log.

Read the guide ›
Excel · 13 KB

Patient record audit template

A sample audit of patient records against key clinical governance criteria, with a summary tab and a findings log.

Read the guide ›
Word · 12 KB

Team briefing script and Q&A prep

What to say to your team in week 5, so they walk into site visit day calm and prepared, including the questions an assessor is likely to ask.

Read the guide ›
Word · 10 KB

CQI activity documentation template

A structured template for documenting a continuous quality improvement activity, so the evidence is collected as you go rather than reconstructed.

Read the guide ›

Compliance

Excel · 16 KB

Practice policy register

A single source of truth for every policy in your practice: owner, review dates and attestation, with an attestation tab and a review log.

Read the guide ›
PDF · 61 KB

Daily opening and closing checklist

A one-page weekly sheet for reception, Monday to Saturday, with the opening and closing tasks and room for your own. Your team initials each task as it is done.

People and team

Word · 12 KB

Pre-start checklist for new hires

Everything to do before a new hire's first day, so day one runs smoothly and nobody arrives to find no computer set up.

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Word · 12 KB

30-day check-in template

End of month one. A short structured conversation on whether the new hire is safe, oriented and clear on their role.

Read the guide ›
Word · 11 KB

60-day review template

End of month two. A longer review of progress against role expectations, emerging strengths and goals for the final 30 days.

Read the guide ›
Word · 12 KB

90-day review and role confirmation

End of month three. Formal confirmation that the new hire is independent, integrated and set for the next six months.

Read the guide ›
Excel · 9 KB

Staff credentials register

One row per person for registration, indemnity and CPR. Type each expiry date and the row shows whether anything has run out or runs out within 60 days.

Or stop maintaining them by hand

These templates work. Keeping them current across a growing team is the part that does not scale, which is what Practice Managed is for.