Standard operating procedure

Discharge & Follow-Up Procedure

A standardised procedure for safely discharging patients from a private clinic, providing clear aftercare information, communicating with the patient's GP, and ensuring follow-up is reliably arranged and never missed.

For Private Healthcare ClinicRef BS-PH-SOP-009See a sample (PDF) →
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  • Instant download after checkout
  • Editable Microsoft Word (.docx)
  • Mapped to the CQC standards
  • Optional 3-monthly updates

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. Discharge criteria
  • 6. Procedure
  • 7. Follow-up and safety-netting
  • 8. Records
  • 9. Related documents
  • 10. Review and version control
  • 11. Disclaimer

Legislation & standards it maps to

  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 9 (Person-centred care)
  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 12 (Safe care and treatment)
  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 17 (Good governance)
  • General Medical Council, Good medical practice (2024) - continuity and coordination of care
  • UK General Data Protection Regulation and the Data Protection Act 2018

Who it applies to

All clinical and administrative staff at [Organisation Name] who discharge patients, provide discharge information, supply take-home medicines, or arrange follow-up, results review or onward referral.

Glossary

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

Caldicott Guardian
The senior person responsible for protecting the confidentiality of people's health and care information.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
Data Protection Act 2018
The UK law that sits alongside the UK General Data Protection Regulation and governs how personal information must be handled.
Discharge
The point at which a patient's clinical episode ends and they leave the clinic's direct care.
Discharge summary
A written record of a patient's care and treatment, sent to their GP, covering the diagnosis, what was done, medicines and the follow-up plan.
DNA (Did Not Attend)
A booked appointment that the patient did not come to and did not cancel in advance.
Emergency Department
The hospital department that treats people who arrive with serious or life-threatening illness or injury, also known as A&E.
Escort
A responsible adult who accompanies a patient home after sedation or certain procedures and stays with them.
Failsafe
A documented system that makes sure a required follow-up, result or referral is tracked through to completion and not missed.
Fit note
An official statement from a clinician about whether and how a person's health affects their ability to work.
General Medical Council (GMC)
The body that registers doctors in the UK and sets the standards they must follow.
Good medical practice
The General Medical Council's core guidance setting out the standards of conduct and care expected of every doctor.
GP (General Practitioner)
A family doctor who provides everyday medical care in the community and coordinates a patient's wider care.
Informed consent
Agreement to treatment or to information being shared, given freely after the risks, benefits and alternatives have been clearly explained.
Local anaesthetic
Medicine that numbs a specific part of the body so a procedure can be carried out while the patient stays awake.
Mental capacity
Whether a person can understand and make a particular decision for themselves at the time it needs to be made.
Observations
Routine measurements of how a patient is doing, such as blood pressure, pulse, temperature and oxygen levels.
Person-centred care
Care that is planned around the individual patient's needs, wishes and circumstances.
Red flags
Specific warning signs or symptoms that mean a patient should seek medical help promptly.
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 Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 requiring care and treatment to be provided safely.
Regulation 17 (Good governance)
The part of the Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 requiring systems to monitor and improve the quality and safety of care.
Regulation 9 (Person-centred care)
The part of the Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 requiring care to be tailored to the individual.
Safeguarding
Protecting people's health, wellbeing and rights and keeping them safe from abuse, harm or neglect.
Safety-netting
Clear advice on warning signs, what to do, and who to contact if a patient's condition changes or worsens.
Sedation
Medicine used to make a patient calm or drowsy so a procedure can be carried out more comfortably.
Self-discharge
When a patient who has the mental capacity to decide chooses to leave, or to decline recommended care or follow-up, against clinical advice.
Standard Operating Procedure (SOP)
A written, step-by-step instruction describing how a particular task or process must be carried out consistently.
TTO (To Take Out medicines)
The take-home medicines supplied to a patient when they are discharged.
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

  1. Buy securely with Stripe - instant, no VAT, no account needed.
  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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