What to change
Ask the supplier to identify which later choices depend on an earlier answer and help visitors review only the details genuinely affected by a change.
A worked example
Illustrative example
A visitor switches from one branch to another. A service unavailable at the new branch is cleared with a clear request to choose again.
Why this matters to your practice
Your reception team will often know which combinations make sense better than a developer does. Write down the relationships between location, service, request type and any other dependent choices. The supplier can then demonstrate how a changed answer affects the rest of the form. Ask for explanations wherever the visitor needs to choose again. Keeping every old answer may look convenient, but it is unhelpful if reception must later telephone someone to untangle an impossible combination.
How to check the result
Accept when every final combination is supported by the current earlier answers and any necessary re-entry has an understandable reason.
A mistake to avoid
Clearing all later answers automatically may be simpler to build but creates avoidable work when some answers remain valid.
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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