Policy

Remote Assessment Policy

Safe, effective and clinically governed assessment of patients via remote and virtual consultation

For Telehealth & Online ClinicRef BS-TEL-POL-003See a sample (PDF) →
£54.99
One-off purchase · no VAT · instant download
  • Instant download after checkout
  • Editable Microsoft Word (.docx)
  • Mapped to the CQC standards
  • Optional 3-monthly updates

What's inside

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

  • 1. Purpose
  • 2. Scope
  • 3. Policy statement
  • 4. Definitions
  • 5. Suitability and triage for remote assessment
  • 6. Identity verification and consent
  • 7. Conducting the remote assessment
  • 8. Clinical decision-making, safety-netting and escalation
  • 9. Information sharing and continuity of care
  • 10. Roles and responsibilities
  • 11. Training and competence
  • 12. Records, monitoring and audit
  • 13. Related documents
  • 14. Version control and review
  • 15. Appendix A: Remote assessment suitability and safety checklist
  • 16. Appendix B: Escalation quick-reference
  • 17. Disclaimer

Legislation & standards it maps to

  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - in particular Regulation 9 (Person-centred care), Regulation 11 (Need for consent), Regulation 12 (Safe care and treatment) and Regulation 17 (Good governance)
  • Care Quality Commission (Registration) Regulations 2009
  • General Medical Council, Good medical practice (2024) and Remote prescribing guidance (2025)
  • UK General Data Protection Regulation and Data Protection Act 2018
  • Medicines Act 1968 and Human Medicines Regulations 2012
  • Mental Capacity Act 2005 and the Mental Capacity Act Code of Practice
  • Equality Act 2010
  • Caldicott Principles (UK Caldicott Guardian Council, 2020)

Who it applies to

All clinicians, clinical supervisors, administrative and reception staff, IT and information governance personnel, and any contracted or locum practitioners delivering or supporting remote assessments at [Organisation Name].

Glossary

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

Asynchronous (store-and-forward) assessment
A consultation based on information the patient submits in advance, such as a questionnaire or photographs, which a clinician reviews later rather than in real time.
Best interests
A decision made for someone who cannot decide for themselves, choosing the option that is best for them.
Caldicott Guardian
The senior person responsible for protecting the confidentiality of people's health and care information.
Caldicott Principles
A set of standards that guide how organisations use and protect confidential patient information.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
Chaperone
A trained person present during an intimate examination to support and protect the patient and the clinician.
Contemporaneous record
A clinical note made at the time of, or immediately after, the event it describes.
Controlled drug
A medicine whose supply, storage and records are tightly restricted by law because of its potential for misuse.
Data Protection Act 2018
The UK law that sits alongside the UK General Data Protection Regulation and governs how personal information is handled.
Data Protection Officer (DPO)
The named person responsible for overseeing how an organisation protects personal data and follows data-protection law.
Duty of candour
The legal duty to be open and honest with a person and their family when something goes wrong with their care.
Equality Act 2010
The law protecting people from discrimination based on characteristics such as age, disability, sex or race.
General Medical Council (GMC)
The body that registers and regulates doctors in the UK and sets the standards they must meet.
Good medical practice
The General Medical Council's core guidance setting out the professional standards expected of all doctors.
GP (general practitioner)
A doctor who provides general medical care in the community and is usually a patient's main, ongoing clinician.
Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
The regulations setting out the fundamental standards that providers of regulated care must meet, enforced by the Care Quality Commission.
Human Medicines Regulations 2012
The main UK law governing how medicines for human use are authorised, supplied and prescribed.
Information governance
The framework for handling people's personal and health information legally, securely and appropriately.
Informed consent
Agreement to treatment given freely after the risks, benefits and alternatives have been clearly explained.
Medicines Act 1968
An older UK law governing the manufacture and supply of medicines, much of which now sits within the Human Medicines Regulations 2012.
Mental capacity
Whether a person can understand and make a particular decision for themselves at the time it needs to be made.
Mental Capacity Act 2005
The law that protects and supports people who may be unable to make particular decisions for themselves.
Modality
The method used to deliver a consultation, for example telephone, video or written questionnaire.
Nominated Individual
The senior person responsible to the regulator for supervising how a service is provided.
Person-centred care
Care that is tailored to a person's own needs, preferences and circumstances.
Prescription-only medicine (POM)
A medicine that may lawfully be supplied only on the instruction of an appropriate prescriber.
Red flag
A symptom or sign that points to a potentially serious or time-critical condition needing urgent action or face-to-face review.
Registered Manager
The person registered with the regulator as responsible for the day-to-day running of a service.
Regulated activity
A type of care or treatment the law requires a provider to register with the regulator to deliver.
Remote assessment
A clinical assessment carried out when the clinician and the patient are not physically in the same place, for example by telephone, video or online questionnaire.
Responsible clinician
The registered professional who is accountable for the clinical decision made in a given assessment.
Safeguarding
Protecting people's health, wellbeing and rights and keeping them safe from abuse, harm or neglect.
Safety-netting
Clear, documented advice telling a patient what warning signs to watch for and what to do if their condition does not improve or gets worse.
Patient
A person who uses the clinic's services and receives clinical assessment, advice or treatment.
Significant event
Any notable incident in care that is reviewed so the service can learn from it and improve.
Single assessment framework
The structure the regulator uses to judge a service, built around quality statements and five key questions (safe, effective, caring, responsive, well-led).
Synchronous consultation
A consultation that happens in real time, such as a live video or telephone call.
Triage
The process of sorting and prioritising people according to the urgency and nature of their need.
UK General Data Protection Regulation (UK GDPR)
The UK's main data-protection law governing how personal information is collected and used.
Valid consent
Agreement to care given voluntarily by someone with the capacity to decide, after being given enough clear information.

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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