Standard operating procedure

Clinical Record Sharing & GP Communication Procedure

How [Organisation Name] keeps a clear, contemporaneous record of every remote contact and communicates with the patient's own general practitioner to maintain continuity and safety, especially after prescribing

For Telehealth & Online ClinicRef BS-TEL-SOP-010See a sample (PDF) →
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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. Procedure
  • 6. Records, security and retention
  • 7. Audit of GP-communication completion
  • 8. Related documents
  • 9. Review and version control
  • 10. Disclaimer

Legislation & standards it maps to

  • Health and Social Care Act 2008 (Regulated Activities) Regulations 2014 - Regulation 12 (Safe care and treatment) and Regulation 17 (Good governance)
  • General Medical Council, Good medical practice (2024), including its standards on continuity and coordination of care and on sharing information
  • General Medical Council, Confidentiality: good practice in handling patient information (2017)
  • General Medical Council, Good practice in prescribing and managing medicines and devices (2021), including its guidance on remote prescribing
  • The common-law duty of confidentiality and the Caldicott principles
  • UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018
  • Care Quality Commission (CQC), single assessment framework

Who it applies to

All doctors, non-medical prescribers, pharmacists, registered nurses and other clinicians providing remote consultations or prescribing for [Organisation Name], together with the Caldicott Guardian, the data protection lead, and the customer service, records and administrative staff who handle clinical records, consultation summaries and information requests, and the registered manager or [Insert Job Title]

Glossary

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

Asynchronous consultation
A remote contact that does not happen in real time, for example where the patient completes an online questionnaire that a clinician reviews later.
Caldicott Guardian
The senior person responsible for protecting the confidentiality of people's health and care information.
Caldicott principles
A set of rules for handling confidential patient information, including sharing only the minimum needed, on a need-to-know basis, while still sharing when it is in the patient's interest.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
Common-law duty of confidentiality
The long-standing legal duty to keep information given in confidence private and to use it only for the purpose for which it was shared.
Contemporaneous record
A clinical note written at the time of the contact, or as soon as possible afterwards, so it is accurate and complete.
Continuity of care
Coordinating a patient's care across providers so everyone involved has the information they need and nothing falls between services.
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 GDPR and governs how personal information must be handled.
General Medical Council (GMC)
The body that registers doctors in the UK and sets the standards they must meet.
General practitioner (GP)
A patient's registered family doctor or practice, which usually holds their main medical record.
Good medical practice
The General Medical Council's core guidance setting out the standards of conduct and care expected of every doctor.
Information Commissioner's Office (ICO)
The UK regulator that oversees data protection and can be told about serious personal data breaches.
Informed consent
Agreement to treatment or to information sharing given freely after the risks, benefits and alternatives have been clearly explained.
Mental capacity
Whether a person can understand and make a particular decision for themselves at the time it needs to be made.
Modality
The means by which a remote contact takes place, for example video, telephone, secure message or online questionnaire.
Near miss
An event that could have caused harm but did not, by chance or because it was caught in time.
Personal data breach
A security failure that leads to personal information being lost, stolen, altered or shared with the wrong person.
Prescription-only medicine
A medicine that may lawfully be supplied only on the instruction of an appropriate prescriber.
Public interest
A limited basis on which confidential information may be shared without consent, for example to prevent serious harm to the patient or others.
Records Management Code of Practice
National guidance on how long health and care records should be kept and how they should be managed and disposed of.
Registered manager
The person registered with the Care Quality Commission 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.
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 good systems, record-keeping and oversight.
Safeguarding
Protecting people's health, wellbeing and rights and keeping them safe from abuse, harm or neglect.
Safety-netting
Clear advice to a patient on what to watch for, how quickly to act and where to get help if their condition changes or worsens.
Single assessment framework
The structure the Care Quality Commission uses to judge a service, built around quality statements and five key questions (safe, effective, caring, responsive, well-led).
Special category data
Sensitive personal information, including health data, that the law protects with extra safeguards.
Standard Operating Procedure (SOP)
A written, step-by-step procedure describing how a particular task is to be carried out consistently and safely.
Subject access request (SAR)
A person's legal right to ask for a copy of the personal information an organisation holds about them.
Telehealth
The delivery of health care at a distance using technology such as video, telephone or secure messaging.
UK General Data Protection Regulation (UK GDPR)
The UK's main data-protection law governing how personal information is collected and used.
Vital interests
A basis for sharing information without consent where it is necessary to protect someone's life.

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  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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