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Help Centre

Policy Library

Prerequisites:

In order to configure your dashboard widgets you need to log in to First Practice Management. See the "Logging In" help article for more details.


How to view the Policies and Procedures Library

From the main menu select "SITEMAP" and then "Policies Library" under the "MEMBERS SECTION" heading.

In the Policy and Procedure Library is a list of categories as below:

You can select any of the categories to see an index like below:

 

To filter through the documents quickly simply select the letter between A - Z at the top of the page. 

Favourite a Document

You can save a document to read later by selecting the love heart icon under the "options" heading. A link will then be added to the favourite widget on the right hand side of your website. This allows you to access the document quickly and easily, rather than having to find the document at a later date.

For more information on how the widgets work, click here.

 

 

 

 

 

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