Standard operating procedure

Home Visit & Lone Working Procedure

Standard Operating Procedure for safe, clinically appropriate home visits and lone working

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  • Editable Microsoft Word (.docx)
  • Mapped to the CQC standards
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What's inside

This standard operating procedure is fully drafted and structured, ready to brand and complete for your service. It covers:

  • 1. Purpose
  • 2. Scope
  • 3. Definitions and abbreviations
  • 4. Responsibilities
  • 5. Equipment and materials
  • 6. Procedure
  • 7. Records
  • 8. Related documents
  • 9. Review and version control
  • 10. Disclaimer

Legislation & standards it maps to

  • Health and Safety at Work etc. Act 1974
  • Management of Health and Safety at Work Regulations 1999
  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 12 (Safe care and treatment)
  • Health and Safety Executive guidance INDG73: Protecting lone workers
  • Data Protection Act 2018 and the UK General Data Protection Regulation (UK GDPR)

Who it applies to

All clinicians and staff at [Organisation Name] who triage, authorise, undertake or support home visits, and anyone who works alone away from the practice

Glossary

Plain-English explanations of the technical terms and legislation used in this document.

Adrenaline
An emergency medicine given by injection to treat a severe allergic reaction or to support the heart and circulation in a collapse.
Advanced nurse practitioner
A senior nurse with extra training who can assess, diagnose and treat patients, and in many cases prescribe medicines.
Aspirin
A common medicine used in an emergency to help thin the blood when a heart attack is suspected.
Buddy / check-in system
An agreed arrangement where a named colleague keeps track of a lone worker, knows when they are due back, and raises the alarm if contact is lost.
Care navigation
Trained reception staff helping a patient reach the most appropriate service or clinician for their need.
Chaperone
A trained person present during an intimate examination to support and protect the patient and the clinician.
Clinical waste
Used healthcare materials, such as dressings or items contaminated with blood, that must be disposed of safely and separately.
Contemporaneously
Writing notes at the time of the event, or as soon as possible afterwards, so the record is accurate and reliable.
Data Protection Act 2018
The UK law that sits alongside the UK GDPR and governs how people's personal information must be handled.
Decontamination
The combined process of cleaning, disinfecting and, where needed, sterilising equipment so it is safe to reuse.
Doctor's bag
The portable bag of equipment and medicines a clinician carries to assess and treat patients away from the practice.
Duty doctor
The doctor responsible on a given day for assessing requests, deciding clinical urgency and authorising home visits.
Dynamic risk assessment (DRA)
A risk check made on the spot using the information available at the time, which can change as the situation changes.
Glucagon
An emergency medicine given by injection to raise dangerously low blood sugar.
Glyceryl trinitrate (GTN)
A fast-acting medicine, usually a spray or tablet under the tongue, used to relieve chest pain caused by the heart.
Hand hygiene
Cleaning the hands by washing or with alcohol gel to stop the spread of infection between patients.
Health and Safety at Work etc. Act 1974
The main UK law placing a duty on employers to protect the health and safety of staff and others, so far as is reasonably practicable.
Health and Safety Executive (HSE)
The national body responsible for regulating and enforcing workplace health and safety in Great Britain.
Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
The regulations setting out the fundamental standards that providers of regulated care must meet, including safe care and treatment (Regulation 12).
Home visit
A clinical assessment or treatment carried out at a patient's home or other place of residence rather than at the practice.
Housebound patient
A patient who is unable to leave home to attend the practice, usually because of illness, frailty or disability.
INDG73
A Health and Safety Executive guidance leaflet titled Protecting lone workers, which explains how to keep staff who work alone safe.
Lone worker
A person who works by themselves without close or direct supervision, including a clinician visiting a patient alone.
Management of Health and Safety at Work Regulations 1999
The regulations that require employers to assess risks to staff and others and put suitable controls in place.
Near miss
An event that could have caused harm but did not, by chance or because it was caught in time.
Otoscope
A handheld instrument with a light used to look inside the ear.
Palliative care
Care that focuses on comfort, dignity and quality of life for people with a serious or life-limiting illness.
Paramedic
A registered clinician trained to assess and treat patients in the community and in emergencies.
Personal protective equipment (PPE)
Items such as gloves, aprons and masks worn to protect against harm or infection.
Pulse oximeter
A small clip-on device that measures the oxygen level in the blood and the pulse rate.
Registered manager
The person registered with the regulator as responsible for the day-to-day running of a service.
Regulation 12 (Safe care and treatment)
The part of the care regulations requiring care and treatment to be provided in a safe way, including managing risks to people's health and safety.
Resuscitation Council UK
The national organisation that sets the recommended standards for emergency resuscitation and life support.
Risk assessment
A structured check identifying what could cause harm and what is being done to prevent it.
Safety-netting
Telling a patient or carer what to watch for and who to contact if their condition gets worse.
Sepsis
A life-threatening reaction to an infection that needs urgent emergency treatment.
Sharps
Needles, blades and other items that can cut or puncture the skin.
Sphygmomanometer
A device used to measure a patient's blood pressure.
Standard Operating Procedure (SOP)
A written, step-by-step instruction describing how a particular task should be carried out consistently and safely.
Stethoscope
An instrument used to listen to the heart, lungs and other internal sounds.
Triage
Sorting and prioritising patients by clinical urgency so the most serious needs are dealt with first.
UK General Data Protection Regulation (UK GDPR)
The UK's main data-protection law governing how personal information is collected and used.

How it works

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  2. Download your editable Word file from the link we email you straight away.
  3. Complete the placeholders for your service, then have it approved before use.
  4. Add the optional updates subscription and we keep it current as guidance changes.

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