Built for the work GP practices actually do.

01 · DOCUMENTS & SOPS

Author SOPs and policies on a real branded sheet of paper — not a textarea. Drop in variable placeholders like {{practice.name}} or {{cqc.regNumber}}, lock signature blocks per role, and version every revision so the audit trail tells the whole story.

• Branded A4 surface with header, footer and watermark options
• Variable placeholders resolve to your practice data at sign-time
• Versioning with revision notes — every signature is tied to a specific version
• Acknowledge → Sign as two distinct timestamps
• Tag policies against any of the five CQC Key Questions

03 · DUTY OF CANDOUR

The statutory disclosure workflow inspectors actually ask for. The Duty of Candour banner auto-triggers the moment an incident crosses moderate harm; the closure validator refuses to close until in-person notification, apology and written follow-up are all timestamped.

• Threshold-aware banner triggers on severity + harm change
• In-person notification, apology and written follow-up captured separately
• Patient-declined path with reason — still a fully evidenced disclosure
• Closure is gated: the system refuses to close without complete evidence
• Reg 20 audit pack ready to share in one click

05 · INCIDENTS & COMPLAINTS

Log patient safety, medication errors, near misses, IPC breaches and clinical incidents — with severity, harm level (physical + psychological) and an LFPSE flag. Complaints come with the NHS Complaints Regulations 2009 deadlines baked in.

• Severity + harm matrix, LFPSE flag and assigned owner
• Acknowledgement timer (3 working days) for complaints
• Response target dates, staff statements, PHSO escalation
• Lessons-learned & practice-changes recorded per complaint
• Annual complaints report inputs aggregated automatically

07 · INSPECTION MODE

Inspection Mode aggregates every module against the 34 SAF quality statements. A composite readiness score, a per-domain breakdown, and an export that's ready before the inspector has finished their tea.

• Composite readiness score with per-domain breakdown
• Drill-down per quality statement to the evidence trail
• Workforce, training, incidents, complaints, meetings — summarised
• Read-only inspector share link or PDF export

09 · INTEGRATIONS & BRANDING

Send portal emails from your own Gmail or Microsoft 365 mailbox so staff and patients see the practice in the From line. Upload your logo so documents and emails render branded. Connect Zoom, Google Meet and Teams for meeting links.

• OAuth with Gmail or Microsoft 365 for email sending
• OAuth with Google Meet / Zoom / Microsoft Teams
• Practice logo and brand colour applied to all documents and emails
• Per-tenant SMTP fallback if OAuth is unavailable