Standard operating procedure

Remote Consultation & Identity Verification Procedure

How [Organisation Name] verifies a patient's identity and age, obtains reliable objective measurements, corroborates history with the patient's general practitioner, and decides suitability for safe remote prescribing before any weight-management medicine is issued through an online or remote service

For Weight Loss ClinicRef BS-WEI-SOP-009See 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
  • 7. Related documents
  • 8. Review and version control
  • 9. 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)
  • General Medical Council, Good medical practice (2024)
  • General Medical Council, Good practice in prescribing and managing medicines and devices (2021), including the guidance on remote prescribing
  • General Pharmaceutical Council, Guidance for registered pharmacies providing pharmacy services at a distance, including on the internet
  • Data Protection Act 2018 and the UK General Data Protection Regulation (UK GDPR)

Who it applies to

All prescribing clinicians (doctors, and where appropriate nurse and pharmacist independent prescribers), registered pharmacists, clinical and triage staff who conduct or support remote consultations, and the registered manager or [Insert Job Title] at [Organisation Name] responsible for the online weight-loss service

Glossary

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

Adverse event
Any unexpected or unwanted occurrence linked to a treatment that harms, or could harm, a patient.
Body mass index (BMI)
A person's weight in kilograms divided by the square of their height in metres, used to judge whether their weight falls within a healthy range.
Care Quality Commission (CQC)
The independent regulator of health and social care services in England.
Caution (clinical)
A circumstance in which a medicine may still be used but only with extra care, closer monitoring or a lower dose.
Chaperone
A trained person present during an intimate examination to support and protect the patient and the clinician.
Co-existing condition (comorbidity)
Another illness or long-term condition a patient has at the same time as the one being treated.
Contemporaneous record
A note made at the time of, or immediately after, an event so that it is accurate and complete.
Contraindication
A specific situation or condition in which a medicine or treatment should not be used because it could be harmful.
Data Protection Act 2018
The United Kingdom law that governs how personal information must be handled, kept secure and protected.
Duty of candour
The legal duty to be open and honest with a person and their family when something goes wrong with their care.
Face-match check (liveness check)
Confirming that the live patient in front of the camera is the same person shown on their photographic identity document.
General Medical Council (GMC)
The body that registers doctors in the United Kingdom and sets the standards they must follow.
General Pharmaceutical Council (GPhC)
The body that registers pharmacists and pharmacies in Great Britain and sets the standards they must follow.
General practitioner (GP)
A patient's registered family doctor or general practice, usually the first point of contact for everyday healthcare.
Glucagon-like peptide-1 (GLP-1) receptor agonist
A type of medicine that mimics a natural gut hormone to reduce appetite and is used to help manage weight and diabetes.
Health and Social Care Act 2008 (Regulated Activities) Regulations 2014
The regulations that set out the fundamental standards of safety and quality that registered care providers must meet.
Information governance
The framework for handling people's personal and health information legally, securely and appropriately.
Informed consent
Agreement to treatment or a process given freely after the risks, benefits and alternatives have been clearly explained.
Near miss
An event that could have caused harm but did not, by chance or because it was caught in time.
Objective measurement
A weight or height confirmed by reliable evidence rather than the patient's word alone, such as a dated photograph on scales or a supervised video weigh-in.
Photographic identity (ID)
A current official document showing the patient's photograph, full name and date of birth, such as a passport or driving licence.
Prescriber
A healthcare professional, such as a doctor or an independent prescribing nurse or pharmacist, who is legally allowed to order medicines for patients.
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.
Regulation 12 (Safe care and treatment)
The rule requiring that care and treatment are provided in a safe way, including by properly assessing and managing risks to patients.
Regulation 9 (Person-centred care)
The rule requiring that care and treatment are tailored to the individual needs and preferences of each patient.
Remote consultation
A clinical assessment carried out at a distance rather than face to face in the same room, for example by online questionnaire, secure message, telephone or video.
Safeguarding
Protecting people's health, wellbeing and rights and keeping them safe from abuse, harm or neglect.
Shared care
An arrangement in which more than one healthcare provider is involved in a patient's treatment and they keep each other informed to keep the patient safe.
Standard Operating Procedure (SOP)
A written, step-by-step instruction setting out how a particular task must be carried out consistently and safely.
Triage
The process of quickly reviewing patients to decide how urgent their needs are and what should happen next.
UK General Data Protection Regulation (UK GDPR)
The United Kingdom's main data-protection law governing how personal information is collected, used and kept secure.
Weight-management medicine
A medicine prescribed to help a person lose weight or maintain weight loss, alongside diet and lifestyle changes.

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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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