Free practice resources
Less rebuilding. More getting on with the day.
Three editable worksheets for the people running the rooms. Download them without signing up, then adapt them to the way your practice works.
Migration inventory
Agree what belongs in the move before asking for a transfer.
How to use it
List record categories and approximate volumes. Ask your supplier about export formats and document links. Assign a clinic owner and leave acceptance open until the rehearsal is checked.
The correspondence example shows how to record an unanswered export question without including a patient name.
Download migration inventory (CSV)Supplier comparison
Keep the answers from different demonstrations side by side.
How to use it
Write your practice need first. Record what each supplier demonstrated, the source and checked date. Keep unknowns visible and assign someone to resolve them.
Use the export-and-exit row to compare the format, attachments, charges and written terms.
Download supplier comparison (CSV)Session handover
Make the next administrative action clear to the person taking over.
How to use it
Use an internal task reference, an action, an owner and a due time. Confirm that the receiving colleague has accepted the handover. Keep clinical decisions in the approved clinical record.
The invented room-availability example shows a complete administrative handover row.
Download session handover (CSV)Version 1 · 3 October 2026 · Maintained by Ask Brigid. Open CSV files in Excel, Numbers or another spreadsheet app. These are administrative planning aids, not clinical protocols or compliance certifications. Do not send completed worksheets containing patient information through a website enquiry form. Keep them within your practice’s approved storage.