The Kay & Co. resource library

All resources · page 16

The complete collection of practical guides, planning worksheets and articles. Use the filters to narrow it down, or browse by title.

The complete list

All resources

Showing 361–384 of 915 resources, ordered by title.

Booking & enquiries Planning worksheet

Help patients correct a form mistake

A vague error message can make a visitor feel that the whole enquiry has failed. Explain the particular field needing attention and how to fix it, while…

Locations, arrival & teams Practical guide

Help patients find a relocated branch

A branch moves but retains its familiar name and telephone number. Existing patients may travel to the old address from memory even after receiving a new…

Booking & enquiries Practical guide

Help patients find their appointment reference

A form demands a reference number, but the confirmation uses a different label or contains several codes. Patients enter invoice numbers or abandon the…

Booking & enquiries Practical guide

Help patients follow up an unanswered enquiry

A visitor has not heard back and submits the same form several times. The website gives no way to refer to the original message or check whether it reached…

Booking & enquiries Practical guide

Help patients get ready for a video appointment

A patient books a remote consultation but does not know whether the team sends a link, calls them or expects a portal login. The service page merely says…

Forms & online requests Practical guide

Help patients leave unfinished forms deliberately

A prominent Cancel action can discard several screens of work immediately. Conversely, a vague warning can trap visitors who deliberately want to leave the…

Explaining services & fees Practical guide

Help patients plan time for their visit

A service lists a thirty-minute appointment, but visitors assume that means arrival to departure. Check-in or other practical next steps may add time they…

Explaining services & fees Planning worksheet

Help patients recognise the right clinic service

A useful service page answers the questions someone might ask reception before booking. Who is this for? What happens first? Where can I ask if I am unsure?…

Booking & enquiries Practical guide

Help patients return a missed practice call

A patient sees a missed call from the practice but has no voicemail. The website gives several numbers and does not explain which route can help identify…

Booking & enquiries Practical guide

Help patients write a useful first enquiry

A general enquiry form says tell us everything, encouraging visitors to disclose a full medical history when reception only needs to know which service they…

Booking & enquiries Planning worksheet

Help people finish or restart an intake form

A person starts a lengthy intake process, leaves halfway through and later submits a second copy. People pause forms to find documents or deal with…

Explaining services & fees Practical guide

Help returning patients book after a long gap

An existing patient returns after a substantial gap and chooses a review because they already have a record. The practice may need a different appointment…

Software & practice operations Planning worksheet

Help staff find the right document quickly

A receptionist searches for cancellation rules but the document is filed under an internal project name. A filing system that makes sense to its author can…