The Kay & Co. resource library
Connect your booking, enquiry and reporting tools so staff spend less time copying information. Understand your options and the questions to ask suppliers.
Search a question, a task or a few words.
Search results
47 resources
Understand what your reports are counting and whether your marketing is bringing useful enquiries.
Inside this topicIs your marketing bringing the right enquiries? · Avoid counting confirmation-page reloads as new enquiries
50 resources
Help information reach the right team, avoid repeated typing and plan a careful move between systems.
Inside this topicConnecting your practice systems: where to start · Moving systems without losing useful information
The complete list
Showing 1–24 of 61 resources, ordered by title.
A dashboard combines two systems that use different meanings for a completed enquiry. Two systems may both say complete while referring to different events.…
HL7 refers to standards used to exchange healthcare information between systems. A supplier proposes an HL7 connection but the receiving team has not agreed…
Teams use the same field name for different concepts, creating confusion in integrations and reports. A shared glossary of important fields prevents teams…
A file transfers successfully but is attached to the wrong administrative record in the receiving system. A transferred document is useful only when…
One accepted request produces another enquiry event whenever its confirmation page reloads, inflating the marketing total.
An appointment is cancelled in the diary but related reminders and room allocations remain active. Cancelling in the diary may need to release a room and…
A messaging tool receives contact details but not the preferences used by the organisation's main system. Contact details alone do not tell a messaging tool…
An integration transfers the appointment time but loses the selected location or appointment type. The date and time are only part of a booking. Location,…
A central account is disabled but an integrated application still permits access through an existing session or separate login. Disabling one login does not…
A supplier confirms it has an API but has not shown whether it supports the clinic's required update. An API is a supported way for software to exchange…
A supplier changes checkout settings and the payment still works, but the booking handover breaks. A working payment screen does not prove the whole booking…
HL7 refers to standards used to exchange healthcare information between systems. An interface transfers a value that has a different local meaning in the…
The homepage records activity, but deeper guides cannot load a measurement script referenced with an incorrect relative path.
Two vendors both mention FHIR but have not confirmed that their implementations support the same exchange. Two suppliers naming the same standard still need…
The contact page reports success after saving a form locally, but the CRM connection fails before creating the task. The website can receive an enquiry even…
A shared transfer location gives more teams access than the original sending process intended. A file's destination can have wider access than the place it…
A team assumes that public FHIR documentation means it can immediately access an NHS or vendor interface. A public standard explains how information can be…
A software quote assumes API access is included, but the receiving vendor requires separate approval or charges. A connection can depend on another…
A payment provider reports a successful transaction but staff cannot identify which invoice or booking it belongs to. Staff need to connect a payment with…
Connecting two systems can save staff from entering the same information twice. It can also create confusion if nobody agrees what should pass across, which…
Staff fix an incorrect value in a report but the error returns after the next source refresh. Fixing an error in a report can hide it temporarily while…
A widget stays open while internal updates repeatedly fire an event labelled opened. Define the user-visible transition that deserves a count. Framework…
A custom measurement trigger overlaps an older implementation, so one action produces two events. Ask the measurement owner to inventory all triggers for…
A contact detail changes in the CRM but an older website submission overwrites it during synchronisation. When two tools can change the same detail, the…
