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Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Toolkit Statistics Value Proposition References DisclaimerIntroductionThe Wound Toolkit provides a structured, auditable workflow to record, triage and manage wounds (including pressure ulcers). It supports recording of assessments, photographic documentation, treatment plans, 7‑day review steps, escalation to tissue‑viability specialists and closed‑loop verification of healing progress and preventative actions.Legislative RequirementsCare Act 2014 — duties to promote wellbeing, prevent deterioration and safeguard adults apply where wound management could cause avoidable harm (for example, pressure ulcers). Poor wound care may indicate neglect and must be escalated and recorded. Mental Capacity Act

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Visitor Feedback Toolkit provides a structured, auditable mechanism to capture, triage and respond to feedback from visitors (relatives, friends, advocates, health professionals and other external contacts). It supports multiple reporting channels, clear differentiation from complaints or safeguarding referrals, systematic analysis of themes, closed‑loop responses and use of visitor insight to inform service improvement and governance.Legislative RequirementsCare Act 2014 — visitor experience is integral to promoting wellbeing and safeguarding. Providers must recognise visitors as partners in care, treat concerns raised by visitors about quality, neg

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Subject Access Request (SAR) Toolkit provides a structured, auditable workflow to receive, triage, process and close SARs (including Right to Be Forgotten/erasure requests) in health and social care settings. It balances individual access rights with safeguarding, confidentiality and public‑interest exemptions; supports lawful identity verification, proportionate redaction and robust audit trails; and links SAR activity into governance, safeguarding and patient‑safety processes.Legislative RequirementsCare Act 2014 — not an information‑rights statute, but creates duties (promoting wellbeing, preventing deterioration, safeguarding) that shape SA

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Staffing Toolkit provides a structured, auditable workflow to record, triage and manage staffing‑related events such as shortages, skill‑mix concerns, rota gaps, excessive temporary staffing use and supervision deficits. It supports operational escalation, workforce planning, governor/board assurance and evidence‑based interventions to reduce risk, preserve continuity of care and protect people from avoidable harm.Legislative RequirementsCare Act 2014 — the Act does not set ratios but creates duties that shape staffing decisions: promote wellbeing, prevent deterioration, protect people from neglect and ensure continuity of care. Providers must

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Staff Feedback Toolkit provides a structured, auditable mechanism to collect, triage and act on routine workforce insight. It supports multiple feedback channels, clear differentiation from whistleblowing or incident reporting, systematic analysis, closed‑loop responses and use of themes to inform workforce development, quality improvement and organisational governance.Legislative RequirementsCare Act 2014 — staff feedback contributes indirectly to statutory duties: promoting wellbeing, preventing deterioration of care, assuring quality and shaping workforce development. Providers must use staff feedback to identify issues that could affect se

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Safety Alerts Toolkit provides a structured, auditable framework for receiving, logging, cascading and implementing national safety communications (MHRA, CAS, NatPSAs and related notices). The toolkit supports administrators to record an alert as an event, select affected locations (customisable), and automatically trigger manager tasks for each selected location so local implementation and verification are auditable and traceable.Legislative RequirementsCare Act 2014 — while not safety‑alert specific, the Act creates duties affecting alert management. Providers must: prevent avoidable harm by acting on alert recommendations; promote wellbeing

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Risk Assessment Toolkit provides a structured, auditable workflow for capturing activities where risks and associated controls are identified. It standardises risk recording, grading, mitigation planning and review so operational teams can decide whether risks require inclusion on formal registers, escalation to senior governance, or immediate mitigations to protect people and services.Legislative RequirementsCare Act 2014 — while not prescribing risk‑reporting formats, the Act requires providers to promote wellbeing, prevent deterioration and protect people from abuse or neglect. Organisations must identify, assess, record and escalate risks t

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Resident / Client Experience Toolkit provides a structured, auditable mechanism to collect, triage and respond to the full spectrum of feedback from people who use services — compliments, suggestions, concerns and complaints. It supports inclusive engagement, timely responses, learning and demonstrable improvement so that experience data drives service design, staff development and regulatory assurance.Legislative RequirementsCare Act 2014 — providers must enable involvement, promote wellbeing and take account of people’s views, wishes and feelings. All feedback (positive and negative) must be captured, evidenced, used to improve outcomes and escalated where it indicates abuse or negle

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Quality Audit Toolkit provides an auditable event pathway to capture a baseline snapshot of a specific quality concern prior to commencing a Quality Improvement (QI) project and to follow that work through to assured, sustainable improvement. It standardises baseline measurement, risk triage, governance approval, iterative testing (PDSA), assurance and closure so improvements are traceable, evidence‑based and embedded into routine practice.Legislative RequirementsCare Act 2014 — QI activity must support delivery of safe, effective and person‑centred care, promote wellbeing and prevent harm. Organisations must identify and mitigate risks from po

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThe Quality Alerts Toolkit provides a structured, auditable workflow for managing incoming and outgoing quality alerts across health and social care settings. It supports capturing alerts about the provider’s services (incoming) and documenting alerts sent externally (outgoing), assigning ownership, recording actions and evidencing closed‑loop assurance so that early warnings of declining quality are managed consistently and lawfully.Legislative RequirementsCare Act 2014 — while not naming “quality alerts”, the Act requires providers to identify, escalate and act on risks to wellbeing and care quality. Organisations must show systems that detect ea

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis NICE Guidance Toolkit provides a structured, auditable process for receiving, risk‑stratifying, communicating and implementing NICE alerts across affected locations. The toolkit supports logging alerts as events, assigning local managers to assess impact, executing clinical impact assessments, organising timely implementation actions, and evidencing closed‑loop assurance.Legislative RequirementsCare Act 2014 — providers must deliver safe, effective and evidence‑based care. Failure to act on relevant NICE alerts (for example those affecting medication safety, infection control or pressure ulcer prevention) may amount to neglect, and requires ti

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Mortality Review Toolkit provides a structured, auditable approach to reviewing deaths across health and social care settings. It supports use of validated methodologies (for example the RCP Structured Judgement Review), proportionate screening and triage, family engagement and closed‑loop learning to identify care quality issues, system factors and improvement actions.Legislative RequirementsCare Act 2014 — deaths of people with care and support needs should be screened for safeguarding, learning and service improvement; partnership working with Safeguarding Adults Boards and commissioners is required where thresholds are met. Mental Capacity

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance Healthcare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Medication Management Toolkit provides a consistent, auditable approach for recording, escalating and learning from medication-related incidents and concerns—administration errors, missed doses, near-misses, controlled drug (CD) incidents and adverse drug reactions (ADRs). It supports immediate clinical mitigation, lawful information sharing, root-cause analysis and targeted improvement actions to reduce recurrence and harm.Legislative RequirementsCare Act 2014 — promotes wellbeing and safe delivery of care. All medication errors and near-misses must be recorded (date, time, people involved, immediate actions), reported via incident systems, r

Reading time 3 minsIntroduction Legislative Requirements Regulatory Guidance Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References DisclaimerIntroductionThis Missing Person Toolkit provides a standardised, auditable approach for recording, escalating and managing incidents where an adult goes missing from a health or social care setting. It supports immediate safety actions, multi‑agency coordination, lawful information sharing, return debriefs and organisational learning to reduce recurrence and harm.Legislative RequirementsCare Act 2014 — missing persons in care settings are treated within the safeguarding framework. Providers must assess risk, cooperate with Safeguarding Adults Boards and multi‑agency partners, and support Safeguarding Adults Reviews (SARs) where death or serious harm occurs. Me

Reading time 3 minsMissed Call Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) CQC Key Questions Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Missed Call ToolkitThis toolkit supports consistent recording, investigation and learning from missed or late domiciliary care calls and service visits. It helps organisations identify root causes, mitigate immediate risks (including time‑critical medicines), trigger safeguarding where required, and evidence corrective actions that improve reliability and compliance.Legislative RequirementsCare Act 2014 — providers must promote wellbeing, prevent deterioration and assure continuity of care. Missed or late visits that interrupt essential care o

Medical Emergency Pathway ToolkitReading time 3 minsMedical Emergency Pathway Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Healthcare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Medical Emergency Pathway ToolkitThis Event Toolkit defines a standardised pathway for recognising, escalating and managing acute medical emergencies in health and social care settings. It supports rapid clinical assessment, appropriate escalation (including 999/acute services), proportionate investigation, assurance of immediate mitigations and structured learning to reduce recurrence and harm.Legislative RequirementsCare Act 2014 — providers must act to protect wellbeing and prevent avoidable deterioration. Emerge

Reading time 3 minsInternal Observation Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate (Wales) CQC Key Questions Statutory Guidance HealthCare Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Internal Observation ToolkitThis toolkit provides a standardised approach for capturing, reviewing and acting on internal observations of care and service delivery. It supports systematic quality assurance, early detection of deteriorating standards, lawful record keeping and continuous improvement through local and governance‑level learning.Legislative RequirementsInternal observation activity sits within existing statutory duties and should be used to demonstrate how providers meet their legal responsibilities.Care Act 2014 — observatio

Reading time 3 minsInfection Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Infection ToolkitThis toolkit provides a structured approach for recording, managing and learning from infection‑related events in health and social care settings. It supports surveillance, outbreak management, statutory notifications, timely clinical review and adherence to national infection prevention and control (IPC) standards.Legislative RequirementsCare Act 2014 — infection prevention is integral to promoting wellbeing. Providers must identify and manage infection risks to prevent deterioration, safeguard people and reduce avoidable care needs. Mental Capa

Reading time 3 minsIncident (Other) Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Incident (Other) ToolkitThis Event Toolkit provides a flexible framework for reporting, managing and investigating non‑clinical incidents such as property damage, facilities failures, equipment faults and staff or visitor accidents. It supports accurate documentation, proportionate investigation (root cause/system analysis), safeguarding and regulatory escalation where required, and tracking of remedial actions to ensure learning and compliance.Legislative RequirementsCare Act 2014 — incident processes must connect to wellbeing, prevention of harm and safeguarding duties. Providers should evidence th

Reading time 3 minsFreedom To Speak Up Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate (Scotland) Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Freedom To Speak Up ToolkitThis Event Toolkit provides a structured platform for staff to raise concerns in line with Freedom To Speak Up/whistleblowing guidance. It supports anonymous and named reporting, ensures concerns are triaged and acted on proportionately, integrates with safeguarding and patient‑safety systems, and promotes a culture of openness and continuous learning.Legislative RequirementsCare Act 2014 — while not a whistleblowing statute, the Act creates duties that shape organisational response to staff concerns (safeguarding, wellbeing,

Reading time 3 minsFreedom Of Information (FOI) Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Freedom Of Information (FOI) ToolkitThis Event Toolkit supports receipt, tracking and response to Freedom Of Information (FOI) requests across health and social care. It enables lawful, auditable decision‑making, protection of sensitive and patient data, timely responses within statutory timeframes and effective governance and escalation where exemptions, safeguarding or ICO review are involved.Legislative RequirementsCare Act 2014 — ensure disclosures under FOI promote wellbeing, dignity and respect for vulnerable adults; balance transparency with safe

Reading time 3 minsFalls Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Toolkit Statistics Value Proposition References Disclaimer Falls ToolkitThis Event Toolkit supports structured reporting, investigation and management of falls across health and social care settings. It enables rapid risk assessment, multi‑disciplinary follow‑up, legal and safeguarding escalation where required, and captures learning to reduce recurrence and improve safety and independence.Legislative RequirementsCare Act 2014 — duties to promote wellbeing, prevent or delay needs and assess care/support. Falls risk must be considered in assessments and care plans; providers must cooperate with NHS partners

Reading time 3 minsExternal Observation Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer External Observation ToolkitThis toolkit enables structured recording, review and governance of external observations such as regulatory inspections, third‑party assurance visits, peer reviews and professional observations. It supports rapid risk assessment, lawful data handling, proportional responses (including safeguarding), and embedding learning into quality improvement cycles.Legislative RequirementsCare Act 2014 — although the Act does not name “external observation”, it obliges providers to act on information indicating poor quality care or risk

Reading time 3 minsExcellence Reporting Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Excellence Reporting ToolkitThis toolkit enables organisations to record, validate and promote examples of exceptional practice across health and social care. It supports structured capture of “instances of good care”, links excellence to measurable outcomes and learning, and provides auditable evidence to boards, inspectors and partners.Legislative RequirementsCare Act 2014 — providers must show systems that promote wellbeing, dignity and participation and embed strengths‑based practice. Excellence reporting should be part of governance, continuous quality imp

Reading time 3 minsDeath of a Resident/Patient Toolkit Legislative Requirements Regulatory Guidance CQC (England) Care Inspectorate Scotland Care Inspectorate Wales (CIW) Statutory Guidance Health care Guidance Evidence Based Practice Clinical governance and Safety (NHS) PSIRF Using the Toolkit — Practical Steps Templates & Data Fields (recommended) Monitoring, Audit and Reporting Value Proposition References Disclaimer Death of a Resident/Patient ToolkitThis toolkit provides a structured process for recording and managing deaths of residents or patients across health and social care settings. It supports respectful handling, statutory notifications, family liaison, multi‑agency escalation (coroner/procurator fiscal, police, safeguarding), and organisational learning.Legislative RequirementsCare Act 2014 — record deaths accurately; cooperate with coronial/regulatory processes; escalate to safeguarding where abuse or neglect is suspected; reflect learning through