What this means for your practice
Compare clinics with an explanation of their services, opening patterns and available information. Keep local differences visible instead of treating every location as an identical unit.
An example to discuss with your team
Add a site with a different service mix; confirm the dashboard identifies the difference.
What to ask before you choose
Group comparable services and show the activity behind each rate. Include a site with incomplete information. Agree whether the comparison supports staffing, service planning or another decision. Local context should be available alongside the group view, not hidden in a separate explanation.
Choose comparisons that help the decision
Start with the question the group is trying to answer. Planning staff cover, reviewing enquiry handling and comparing service demand may require different views. Clinics can differ in opening days, services and the completeness of their records, so a single ranking can hide the factors that matter.
Ask the supplier to show a small set of comparable services alongside the full group total. Include a fictional clinic with incomplete information and another with a different service mix. Readers should be able to see those differences before drawing a conclusion. For a rate, show the underlying counts and explain which activity is included. Keep the local context close to the chart rather than requiring a manager to find another report. At a review meeting, check whether the figures help identify a useful question or simply reward the largest site. Where a fair comparison cannot be made, explain the limitation and choose a more appropriate view instead of presenting an apparently precise league table.
How to check the result
Track comparisons that lack sufficient context.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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