Draft for review by a Clinical Safety Officer. Adapt it to your practice before use.
Clinical Risk Management Plan (DCB0160) · Prepare stage
Clinical risk management plan (CRMP)
Oakfield Surgery (a made-up practice)
| Tool and version | Kestrel Consult, version 4 |
|---|---|
| Supplier | Kestrel Health Ltd |
| Plan version and date | 1.0, 19/01/2026 |
| Clinical Safety Officer | Dr Helen Marsh |
| Plan owner | Jo Reid, practice manager |
1. What the tool is and how we'll use it
Description
Patients send requests through our website and the NHS App. Care navigators sort them, admin requests go to the right team, and the duty doctor reviews anything clinical.
2. Scope
In scope
Admin and clinical requests from adult patients and from parents for children, in core hours. Care navigator sorting and duty doctor review.
Out of scope
Video consultations, and features we are not switching on (automatic booking).
3. Supplier documents
| Document | Received? | Date |
|---|---|---|
| DCB0129 clinical safety case report | Yes | 26/01/2026 |
| Supplier hazard log | Yes | 26/01/2026 |
| DTAC | Yes | 26/01/2026 |
| Medical device status | Not a device | 26/01/2026 |
4. Who's involved
Hazard workshop attendees
CSO, practice manager, two care navigators, a receptionist, a practice nurse, the duty doctor.
5. Timeline
| Task | Who | By when |
|---|---|---|
| Get supplier documents | Practice manager | 30/01/2026 |
| Hazard workshop | CSO and team | 06/02/2026 |
| Hazard log complete | CSO | 13/02/2026 |
| DPIA signed off | Practice manager and DPO | 20/02/2026 |
| Safety case report signed; partners accept risk | CSO and partners | 23/02/2026 |
| Staff training | Practice manager | 27/02/2026 |
| Go live | All | 02/03/2026 |
| Three-month review | CSO | 02/06/2026 |
6. How we'll judge acceptable risk
We use the risk grid and acceptance rules in our clinical risk management system.
| Role | Name | Signature | Date |
|---|---|---|---|
| Clinical Safety Officer |