Compliance Dashboard
The Compliance Dashboard gives you a scored, section-by-section view of your clinic's regulatory standing. It checks the same things a CQC inspector checks — expired products, unsigned consent forms, incomplete records, lapsed credentials — and surfaces issues before they become findings.
Navigate to: Dashboard → Compliance
Scoring System
Each section produces a score from 0–100. Scores are combined into a weighted aggregate at the top of the page. Use the overall score to track your compliance health over time and identify which section needs attention first.
Sections
Batch Compliance
Checks your product inventory for:
- Expired batches (past expiry date)
- Batches expiring within 30 days
- Batches added to inventory but never used in a treatment
Action: Remove or quarantine expired batches. Investigate unused batches.
Consent Forms
Checks the ratio of signed vs unsigned consent forms across your active client base.
A high unsigned rate means clients have had treatments without recorded consent — a serious gap for CQC and GDPR purposes.
Appointment Records
Scores appointment completeness based on:
- Whether clinical notes were added
- Whether batch usage was logged for injectable treatments
Appointments with no notes or no batch record lower your records score.
Team Credentials
Tracks staff records for:
- Role assignments (each team member must have a role)
- Indemnity insurance on file
- Credentials expiring within 30 days
Action: Upload insurance documents and set expiry dates in team member profiles.
Prescriptions
Checks for:
- Expired prescriptions
- Orphaned prescriptions (not linked to an appointment or client)
- Prescriptions still in draft status
Draft prescriptions that were never finalised are a common audit finding.
30-Day Warnings
All sections flag items expiring or becoming non-compliant within 30 days. This gives you time to act before something tips from amber to red. The warnings appear inline within each section — you do not need to run a separate report.
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