01
Review records beyond appointments
Include sight test records, scans, images and referral correspondence. Note how information moves between your practice systems, equipment and external clinicians.
NHS DSPT preparation · Category 3
Organise the data security work behind your eye care services. Review patient records, images and referral processes with guided questions, then share the actions with your practice team.
Start your free assessmentNo card needed. Submit your completed assessment through the official NHS DSPT portal.
NHS England lists opticians providing NHS services in Category 3. Confirm the profile for your organisation in the official toolkit, then choose optician during ClinicShield setup.
Check NHS England's organisation categoriesUse these examples to start a team discussion. Your evidence should reflect how your own organisation works.
01
Include sight test records, scans, images and referral correspondence. Note how information moves between your practice systems, equipment and external clinicians.
02
Consider optometrists, dispensing colleagues, reception staff and temporary team members. Review how access is approved, removed and supported by training records.
03
Use practical examples such as sending a referral or handling a patient request to review your procedures. Identify any changes your team needs and track them through your action plan.
Start with the full questionnaire and a traffic-light summary. Upgrade when you need more detailed preparation tools.
£0
£99/year
£199/year
ClinicShield is an independent preparation tool, not an NHS submission service. Check the current requirements in the official portal and submit there when your evidence is ready.