Membership Packages and Consultancy Service Packages

Application Membership Package includes the following benefits:

• Over 400 templates of policies, procedures, risk assessments, audits, guidelines and contracts
• Web based Application for use on a tablet or computer
• Access Websites as may be notified to the Member from time to time, including full functionality of the iComply application
• A Compliance workflow that leads through reviewing and checking of dental compliance including GDC, NHS, Employment Law, HTM 01-05, MHRA and DoHSC in order to help meet these and other standards such as the RQIA, HIW and CQC
• Access to the iComply dashboard to delegate tasks and monitor compliance activities and their completion from one or many practices via the Internet
• Compliance reports for Users to show how they meet the CQC, RQIA, HIW, HIS standards and others
• An annual quality management cycle, each iComply annual cycle engenders continuous improvement of care and service. iComply is built around a Good Governance framework
• A helpline providing support to Members during office hours for advice in respect of practice management and compliance
• Regular compliance and business updates and news
• Updates through the Websites, email newsletters, Twitter, Facebook, mailings, and through the iComply dashboard
• The CODE Buying Group which chooses suppliers with proven products and services. The CODE Buying Group is also known as “Chosen by CODE”
• Discounts on seminars and training
• Webinars, YouTube videos and discounts on seminars, online learning, DVDs, seminars and training. There are also savings on consultancy

• Access to HR modules and templates
• Key policies and procedures
• Guidance documents
• Template letters
• Staff handbook
• Employee contracts of employment
• Self-employed contract agreements
• One hour’s access to a CODE HR Advisor per year* to use as and when you require (telephone or email support)
• Access to regular employment law webinars
• Frequent employment law updates (email newsletter)

*The Premium HR and Employment Service benefits are provided on a per subscription year and cannot be carried over.

The iComply Mobile App is not included in this package but is available as an addition at a cost to be agreed. The benefits of the iComply Mobile App are as follows:

• Access to practice handbook
• Push notifications of due activities and ToDos
• ToDo completion on the go
• Upload required evidence when completing scheduled activities
• Review policies on the go

The iComply Group Functionality is not included in this package but is available as an addition at a cost to be agreed. The benefits of the iComply Group Functionality are as follows:

• Group Functionality dashboard access
• Group compliance administrator delegation
• Unique practice insight reporting covering key areas
• Inspection prompt reporting and gap analysis including KLOEs
• Group document management
• Sub-group practice assignment
• Unlimited user access
• Access to iComply Healthcheck tool for practice on-boarding
• Dedicated compliance advisor
• iComply user support and training assets
• Be the first to know about upcoming functionality with access to the iComply development roadmap

• HR Web application to manage team sickness, absence and holidays
• Application includes Team member self service features
• Online HR document file, with unlimited storage
• PDF version of your staff handbook
• Key team member policies and procedures
• Dental specific Employed and self employed associate contract support and advice
• Guidance documents
• Template letters
• Telephone and email access to an iTeam HR Expert during office hours
• Legal helpline 24 hours a day, 365 days a yearFrequent employment law updates (email newsletter)
• Access to regular HR webinars*The Total HR and Employment Law benefits are offered on a per subscription year and cannot be carried over

• • Note 1: The contracts and the legally complex HR templates are approved by solicitors Rudlings Wakelam and are regularly reviewed and, if necessary, updated to ensure that they are up to date. When CODE completes these templates on behalf of a Total HR Member, it: populates missing provisions (such as pay, percentages charged to the self-employed person and the restricted area) in accordance with the Member’s instructions; and removes clauses and sub-clauses that do not relate to the terms of the role, but otherwise the templates are unchanged. CODE is not qualified to nor does it provide any advice on the suitability of the templates to the Member’s circumstances nor on the amendments to the templates the Member instructs it to make. If a Member wants to change aspects of the templates that are not meant to be changed, it will be necessary to instruct its own solicitor or ask CODE to quote for one of their chosen solicitors.

• • Note 2: Agreements and terms and conditions of employment are only created or reviewed once a year per Member. While CODE cannot produce contracts throughout the year as new team members join, it remains important that all new team members enter into an appropriate contract. During the interim period, the Member may use the modified templates already completed by CODE as well as CODE’s standard templates for any new starter provided that, if a Member is in any doubt regarding the use of such templates, it is advised to seek professional help. If requested, CODE will look at contracts prepared by the Member at the next annual review, but any changes to such contracts will require the agreement of both contracting parties and it is therefore important that contracts are correct when entered in to.

iPlan is the facility to administer a dental plan or plans on behalf of the Provider for the Practice, subject to the terms and conditions of the agreement.

Agilio offers technology solutions that can enhance the efficiency and effectiveness of dental practices. This software assists with managing dental plans, monitoring team performance, and simplifying administrative tasks.

iPlan is designed to be user-friendly. This can be advantageous for dental practices, as a smooth implementation process minimizes disruptions and allows the practice to start benefiting from the Dental plans.

iPlan will help grow your business, we provide tools and strategies to attract new patients and retain existing ones. By offering dental plans, you can potentially enhance patient loyalty, and differentiate your practice from competitors.

The feature that monitors your team’s performance can be valuable for dental practices to track key metrics and identify areas of improvement. This data-driven approach can help optimize staff performance, enhance patient experiences, and streamline practice operations.
Agilio’s solution helps streamline the process of managing patients who join or leave the dental plan. This can save time and administrative effort for the practice, ensuring accurate and up-to-date patient information.

• • Setup new plan patients including their direct debit within the portal.

• • Patient self-sign-up: Patients can register themselves via Practice website, rather than filling out paper forms.

• • Insight reporting dashboard: Dashboard view of performance reports which makes it easier to view performance reports.

• • Patient movements report: Patient movements overview including last, current & next month. This will help keep on top of new patients & how well your team is doing.

• • Total Patients per plan report: Count of patients per plan for current and previous two months, which helps compare your dental plan performance.

• • Accounts overdue report: Report of patients whose accounts are overdue, which helps you keep on track of user payments & avoid nonpayers.

• • Patients given notice report: Count of patients who have given notice for current and next two months, this will help keep on track of the patients that are planning to lave & take action.

• • Patients per dentist report: Count of patients per dentist – able to download. Monitor the number of plan patients per clinician.

• • Patients listing: List of all patients associated to the practice and their plan details, easy to view Dental plan patient’s details.

• • Report generations: Generate performance reports including joiners, leavers, and debtors.

• • Report downloads: Download Monthly performance report as provided by Agilio iPlan.

• • Web based Application for use on a tablet or computer.

• • Part of the wider Agilio SSO service

• Asset information upload and storage
• Servicing scheduler
• Equipment fault report flow
• QR code generation for Assets
• Unlimited users
• Oversight over multiple practices
• Data reporting

Setup can take from one to seven days depending upon the size of the Practice and the amount of compliance setup required. The CODE Consultant will spend much of this time at your Practice to set up and train the relevant team members on the compliance.

Remote consultancy to help write and submit an application to CQC.

A day of remote consultancy to write and submit an application to HIW.

The CODE consultant will spend a day on site, assessing a practice against the regulations, creating an action plan and advising whether it is likely to pass an inspection.

The CODE consultant will spend up to 2 hours providing training on the iComply system.

For a major HR event, personal support by an HR consultant.

In-practice HR Consultancy Support for case management/settlement agreements/TUPE/organisational management.

You can purchase Consultancy Services for any required assistance, including practice meetings, discipline and training.