What to change
Give employer-funded visitors a clear route that explains the practical requirement without publishing confidential employer terms. Check the instructions with whoever manages those bookings.
A worked example
Illustrative example
An assessment provider explains that staff using an employer arrangement should follow the invitation they received. Its public page offers help locating the correct route instead of asking them to purchase another appointment.
Put it into practice
Ask the relevant team how the appointment is arranged and who receives practical messages. Avoid implying that the website invitation alone establishes funding or permits information to be shared with an employer.
Clarify the initial contact route for an employee and an employer where they differ. A single form should not make either party guess which details or permissions the practice needs from them.
What to agree before publishing
Identify the starting route for the employee and the employer if they have different responsibilities. Ask the relevant practice team to confirm any reference or authorisation needed at this stage and how practical messages are sent. Keep the explanation factual about funding and next steps, without implying that submitting the enquiry settles every arrangement. The page should also avoid suggesting that an employer automatically receives appointment information simply because it pays. Those responsibilities need to follow the confirmed process rather than be inferred from the marketing description.
How to check the result
An employee can identify their booking path without seeing commercial arrangements unrelated to their request.
A mistake to avoid
Do not assume every visitor employed by a named organisation is automatically eligible for the same funded service.
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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