Templates, checklists and audits for your dental practice
A one-stop resource shop for BDA members
Who are these for?
If you are an Expert member, you have access to our entire library of audits, checklists, and templates - giving you a head start in running safe, compliant and successful practice.
We have also made a number of downloads available for our other members - in particular resources related to associateships or patient communications. They are all clearly marked out below.
Please note that all the documents listed below are also available on their corresponding advice page.
Not an Expert member yet?
Learn more about your join or upgrade options.
If you prefer speaking to someone, you can also contact our membership team on 020 7563 4550.
Resources A-Z
Associates (available to all members)
Associate-performer information
Associate-performer reference request
Associate ortho contract - NHS and mixed - England and Wales
Associate contract - Northern Ireland
Associate contract - Scotland
Associate contract - Private only within a mixed practice - Scotland
Associate contract - NHS and mixed - England (Traditional)
Associate contract - NHS and mixed - England (Worker)
Associate contract Private - UK (Traditional)
Associate contract Private - UK (Worker)
Our Understanding associate agreements course is available in the CPD hub for a comprehensive understanding of how to complete worker and traditional associate contracts and the importance of choosing the correct commercial contract.
Associate contract - operating within a limited company providing private dentistry
Agreement - Company Dentist
Agreement - Substitute Company Dentist
Side agreement contract for Associates
2025 (England)
Associate Side Agreement - Urgent Dental Care Incentive Scheme
2022-23 contract year (Wales)
Associate contract - contract reform model - Wales
Associate contract - side agreement (for contract reform model) - Wales
Associate contract - UDA only - Wales
Locum-Associate contract - HSCNI and mixed - NI
Locum-Associate contract - NHS and mixed - England and Wales
Locum-Associate contract - NHS and mixed - Scotland
Locum-Associate contract - ortho - England and Wales
Locum-Associate contract - private practice
Data protection
Data protection processor agreement
Data protection processor agreement - associates
Data protection processor agreement - notes for use
Data protection privacy notice - associates
Data protection privacy notice - employees
Data protection privacy notice - patients
Data security policy - practice
FOIA - guide to information
FOISA - guide to information (Scotland)
Records management and data quality policy
Employing and recruiting staff
Carer's leave template letters
Consent form - display of staff information
Disciplinary procedure (England, Scotland, and Wales)
Disciplinary procedure (Northern Ireland)
Disciplinary procedure letters
Disciplinary record
Employee maternity leave plan
Employment contract
Employment contract variation - letters
Exit interview questions
Grievance procedure
Grievance procedure letters
Induction programme
Job application form
Job descriptions
Job interview assessment form
Job interview letter
Job interview questions
Job offer letter
Job rejection letter
Maternity acknowledgement letter
Performance appraisals
Pre-employment checks
Recruitment monitoring form
Redundancy letters
Reference request
Return to work template
Sexual harassment risk assessment form
Sickness absence (long term) letters
Sickness absence (short term) letters
Sickness and injury absence policySickness self-certification form
Sick pay entitlement reduction or end letter
Staff satisfaction surveys
Staff survey - preventative measures against sexual harassment
Training review record
Violent incident report form and log
Finances
Cashflow forecast template
Hourly rate calculation
Hourly rate worksheet
In-practice capitation scheme agreement
In-practice capitation scheme application form
In-practice capitation scheme direct debit mandate
In-practice capitation scheme leaflet
Payment - bill and instalments
UDA value checker (available to all dentist members)
Health and safety
Amalgam use and disposal protocol
Decontaminating laboratory items
Cleaning schedule - frequency after touch
Cleaning schedule - frequency after clinical procedure
Cleaning schedule - frequency session
Cleaning schedule - frequency daily
Cleaning schedule - frequency weekly
Cleaning schedule - frequency fortnightly
Cleaning schedule - frequency monthly
Cleaning schedule - frequency bi-monthly
Cleaning schedule - frequency annual
Cleaning schedule - frequency every two years
Cleaning schedule - frequency every three years
Evacuation procedure for sedated patients
Hand hygiene protocol
Hepatitis B - vaccine response letter
Infection control policy
Infection control annual statement - England
Inoculation/sharps injuries policy
Inoculation/sharps injuries management policy
Legionella - risk assessment (SDCEP)
Manual cleaning protocol
Manual handling assessment
Manual handling techniques
Moving instruments to and from an LDU protocol
Radiation - PHE/FGDP Guidance Notes for Dental Practitioners on the Safe Use of X-ray Equipment (2nd Edition, contains all required example templates)
Risk assessment - dental practice
Risk assessment - hepatitis B non-responder
Risk assessment - pregnant and nursing mothers
Risk assessment - work experience student
Risk assessment - trainee nurse
Safer sharps - protocol and risk assessment for non-use
Sharps injuries practice poster (available to all dentist members)
Patient communications
Access to information held by the practice
Debt recovery letters
Direct access - patient leaflet
Consent form - photographs
Consent form - sedation
Consent form - treatment
Duty of Candour/Adverse incidents protocol
Duty of Candour - annual report (Scotland)
Electronic communications - patient notice and consent
GDC standards - patient leaflet
Moving to private practice in Northern Ireland - patient letter three months' notice
Moving to private practice in Northern Ireland - patient letter less than three months' notice
New patient - practice standards and questionnaire
New patient - welcome letter
New patient satisfaction questionnaire
Patient letter - missed appointment
Patient questionnaire
Practice closure - patient notification
Sedation - information for patients
Treatment plan and estimate
Zero tolerance of harassment by patients poster
Available to all dentist members
Practice policies and protocols
Accessible information policy
Adoption leave and pay policy
Annual leave policy and form
Bullying, harassment and sexual harassment policy
Business continuity and disaster recovery policy
Carers leave policy
Chaperone policy
Commitment to patients and appointments policy
Commitment to staff policy
Complaints handling policy (E-W-NI)
Confidentiality policy
Consent policy
Direct access policy
Email and internet use policy
Emergency leave policy
Environmental policy statement
Equal opportunities policy for staff
Equality and diversity policy for patients
Fees and payments policy
Flexible working policy
Health and safety policy
Healthcare waste disposal policy
Infection control policy
Inoculation/sharps injuries policy
Inoculation/sharps injuries management policy
Latex policy
Lone worker policy
Maternity and parental leave and pay policy
Menopause and perimenopause policy
Mobile phone policy
New equipment selection protocol
Oral health promotion policy
Patient appointments policy
Prescribing and dispensing policy
Quality assurance policy
Recruitment policy
Records management and data quality policy
Redundancy policy
Safeguarding policy - England
Safeguarding policy - Northern Ireland
Safeguarding policy - Scotland
Safeguarding policy - Wales
Sedation - practice policy
Sickness and injury absence policy
Stress policy
Television use policy
Training policyViolence and aggression policy
Whistleblowing and underperformance policy
Whistleblowing and underperformance policy (Scotland)
Practice ownership and management
Business continuity and disaster recovery policy
CCTV use
Chairside hours calculation
Chairside hours worksheet
Fire action notice
Information asset register
Moving to private practice in Northern Ireland - patient letter three months' notice
Moving to private practice in Northern Ireland - patient letter less than three months' notice
Oral cancer - team roles and responsibilities
People with significant control register
Partnership agreement
Practice closure - patient notification
Practice closure - safe storage and retrieval of records
Practice information leaflet
Practice meetings - agenda and notes
Practice newsletters
Practice sales and TUPE letters
Prescriptions and referrals
Patient group direction
Prescriptions for private patients
Referral letters
Referral protocol
Referral to hygienist
Standards and regulations: Audits and checklists
Audits
Antibiotic prescribing tool (external link)
Healthcare waste audit(pre-acceptance)
Respiratory protective equipment - monthly maintenance checks