The Kay & Co. resource library

All resources · page 35

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 817–840 of 915 resources, ordered by title.

AI & saving time on admin Planning worksheet

Stop sending reports the practice no longer uses

An organisation replaces a report but the old automation continues emailing inconsistent figures. An old report can keep circulating after its replacement…

Booking & enquiries Planning worksheet

Tell patients what happens after an intake form

A patient submits intake details but does not know whether an appointment has been arranged. People submitting intake details want to know whether they have…

Content, documents & updates Practical guide

Tell patients what to do with a downloaded form

A document library contains forms and information sheets with similar titles. Patients cannot tell which downloads are for reading and which must be…

Booking & enquiries Practical guide

Tell patients when to expect a reply

A contact page promises a reply within a set period but does not say whether it counts only the team's working hours. Weekend enquiries create expectations…

Booking & enquiries Practical guide

Tell patients which documents to bring

A preparation page says bring your documents, leaving patients unsure whether this means identification, referral paperwork, insurance details or previous…

Booking & enquiries Practical guide

Tell patients which organisation will reply

A practice forwards a visitor's request through an agreed process to an independent provider. The visitor then receives a reply from an unfamiliar…

Forms & online requests Practical guide

Tell patients which questions they must answer

Visitors can overlook a small asterisk, misunderstand it or lose it when a field wraps on mobile. A submission failure then reveals requirements they could…

Content, documents & updates Practical guide

Tell visitors which language replies will use

A visitor writes through a translated enquiry page and expects a response in that language. The practice may need to arrange support or may use a different…

Marketing results & reports Practical guide

Test the short link people will actually receive

A short-link service opens the correct page but drops part of the labels needed for the campaign report. Validate the distributed link as an entire route.…

Website changes & recovery Planning worksheet

Test whether a backup can restore a usable website

Backup jobs show green status, yet nobody has tried opening the restored files or running the recovered website. A completed copy does not establish that…