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Practice CPD and Licence Renewals

One register of every professional's licence, renewal date, CPD hours and certificates, with reminders that fire months ahead, an audit-ready evidence folder and a clear rule for what happens if anything lapses.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Practice CPD and Licence Renewals, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

200

Starter tasks

🔑 Professional Practice Ownership

Practice CPD and Licence Renewals

Tracking licences and continuing education across a practice: each professional's renewal dates, CPD hours, certificates and reminders before anything lapses.

  1. Licence and registration register for every professional
  2. Practice renewal calendar for the whole team
  3. CPD requirements summary for each profession
  4. Shared certificate and CPD evidence folder
  5. Public register check for every registration
  6. First audit of lapsed and expiring credentials
  7. Mandatory certificates with their own expiry dates
  8. Named person responsible for licence tracking
  9. Licence clauses in employment and partner contracts
  10. Annual licence and CPD budget for the practice
  11. Ninety, sixty and thirty day renewal reminders
  12. Monthly CPD hours tally across the team
  13. Quarterly CPD conversation with each professional
  14. Annual renewal season for fixed-date regulators
  15. Certificate capture after every course
  16. Monthly public register spot check
  17. Renewal fee payment and reimbursement routine
  18. Adding new starters to the credential register
  19. Leavers, career breaks and non-practising status
  20. Yearly CPD declaration sign-off
  21. Reading your regulator's CPD rules in full
  22. Writing reflective CPD entries that pass audit
  23. Verifiable and self-directed CPD explained
  24. Personal development plans tied to CPD
  25. In-house CPD sessions that count
  26. Journal reading and peer discussion for CPD
  27. What happens when a licence lapses
  28. Stop-practice rule for a lapsed licence
  29. Credential tracking spreadsheet or software decision
  30. CPD allowance policy for days and money
  31. Choosing accredited CPD providers
  32. Repayment terms for practice-funded courses
  33. Group CPD subscriptions and bulk buying
  34. Linking CPD to appraisals and practice plans
  35. Preparing for a regulator CPD audit request
  36. End of cycle CPD catch-up plan
  37. Annual practice CPD day
  38. Conference attendance with CPD evidence
  39. Same-day response to a discovered lapse
  40. Closing one CPD cycle and opening the next
  41. Licence and CPD routine for a sole practitioner
  42. Returning to practice after a career break
  43. First licence renewal for newly qualified staff
  44. Pro rata CPD for part-time professionals
  45. Professionals licensed in more than one country
  46. Senior professionals moving to non-practising status
  47. Specialist registrations and endorsements tracking
  48. Supervising trainees' CPD and sign-offs
  49. Becoming an approved CPD provider
  50. Yearly licence and CPD report to the owners

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Licence and registration register for every professional

Most practices hold licence details in a dozen places: HR files, email confirmations, the regulator's portal and people's own memories. A single register listing each professional's regulator, registration number, class or category, conditions and expiry date is the record every other project in this area reads from.

First tasks

  • List every professional on the payroll or partner schedule who needs a licence to practise
  • Ask each professional for a copy of their current registration certificate
  • Enter regulator, number, category, conditions and expiry for each person
  • Restrict edit access to the register to the person responsible for it

Practice renewal calendar for the whole team

Renewal dates scattered across the year are easy to miss, and some regulators renew everyone on one fixed date while others renew on each person's anniversary. Putting every expiry, CPD cycle end and declaration deadline on one practice calendar shows the busy months in advance and stops a lapse from arriving as a surprise.

First tasks

  • Export expiry and cycle end dates from the credential register
  • Create a shared practice calendar just for licence and CPD dates
  • Enter each date with the professional's name and the action needed
  • Mark the months where three or more renewals fall together

CPD requirements summary for each profession

Mixed practices can employ a dentist, a hygienist, a dental nurse and a radiographer, each with different hours, cycle lengths, compulsory topics and evidence rules. A one-page summary per profession, written from the regulator's current published rules, means nobody has to guess what counts.

First tasks

  • List each distinct profession and grade that works in the practice
  • Download the current CPD rules from each regulator's website
  • Write a one-page summary of hours, cycle, compulsory topics and evidence per profession
  • Send each summary to the professionals it applies to

Make it yours.

Install Practice CPD and Licence Renewals, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.