Practice guidance
Keep clinic policies and procedures current
A shared folder can hold a procedure. The next question is whether everyone can find the current approved version, know who owns it and see when it needs review.
Give each instruction an owner
Start with one repeated operational question: how to open reception, hand over outstanding admin work or report a process problem. Keep the steps short enough to follow during the job.
Practice Hub holds approved guidance. Library retains permitted source material and versions. Authorised editors review AI drafts, inspect evidence and resolve flagged gaps before a different authorised reviewer approves publication.1
A practical review loop
Swipe or use arrow keys to read the table on a small screen.
| Stage | Who acts | What to check |
|---|---|---|
| Source and draft | Authorised editor | Allowed source material, correct steps, gaps and process owner.1 |
| Review and publish | Different authorised reviewer | Current evidence and version. The author cannot approve their own publication.1 |
| Teach and maintain | Manager and assigned teammate | Linked learning, acknowledgement, due review and owned follow-up work.1 |
Useful guidance has a clear boundary
Your existing wiki may already be enough if ownership, permissions, version control and training are well maintained. CliniBase is worth assessing when those steps repeatedly separate.1
- Keep patient records, clinical decisions and sensitive HR content out of practice drafts and recordings.
- Confirm source permissions and AI processing before using drafting or Ask Clini.
- Have an appropriate person check local obligations and professional requirements. An approved software version is not a compliance certification.
- When a process changes, review its guidance and assigned training rather than leaving an old PDF as the team's default.
Fictional example · no real practice data
Fix the end-of-day handover
A fictional practice has two conflicting reception checklists. The manager chooses one process to clarify.
- Gather
Add permitted source checklists and note the conflicting step.
- Resolve
Edit the draft and check the correct process with its owner.
- Approve
A different authorised reviewer approves the version and review date.
- Share
Assign learning and a handover task; staff use the approved guide.
Check the result: Can a teammate find the approved version and identify its owner? Verify the process in practice; a draft alone is not the result.
Try the interactive sample →Practical questions
Can AI publish our policy?
No. AI drafts and flags gaps. A different authorised person reviews and approves guides, procedures and training.
Can we bring existing documents?
Authorised editors can add permitted files, notes and screenshots. Source review and AI eligibility controls apply. Remove excluded information first.
Sources
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