The Kay & Co. resource library

All resources · page 36

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 841–864 of 915 resources, ordered by title.

Being found on Google & search Practical guide

Treat campaign links as visits to the same guide

The same guide opens with several campaign parameters, and reporting treats them as separate landing pages. The useful content has not actually changed.

Hosting & website support Planning worksheet

Turn an outage into owned follow-up improvements

A service is restored through a temporary configuration change. The incident closes without documenting why it failed or whether the workaround should…

Software & practice operations Planning worksheet

Turn feedback into changes you can check

Staff collect comments repeatedly but cannot show what changed as a result. Feedback becomes worthwhile when staff can connect a concern to an improvement.…

Software & practice operations Planning worksheet

Turn maintenance reminders into owned work

A reminder email is sent successfully but nobody has accepted the task it describes. Sending an email is easy; ensuring someone takes responsibility for the…

Planning, costs & suppliers Planning worksheet

Turn supplier commitments into practical tasks

A contract includes service reviews and deliverables but they are not reflected in day-to-day work. Supplier promises can be forgotten once the agreement is…

Website changes & recovery Planning worksheet

Understand how a faulty release can be reversed

A release has a rollback command, but the team has not decided when to use it or whether new data remains compatible with the previous version. Returning to…

Connecting your systems Planning worksheet

Understand what an HL7 receipt confirms

HL7 refers to standards used to exchange healthcare information between systems. A sending system receives an acknowledgement and staff assume the receiving…

Software & practice operations Planning worksheet

Understand why billing reports show different totals

The finance export does not match the billing dashboard because each uses a different date field. Invoice and payment totals describe different events and…

AI & saving time on admin Planning worksheet

Update enquiry routing when services change

A service is reorganised and an old automation continues assigning enquiries to the previous team. When services move between teams, old forwarding rules…

AI & saving time on admin Planning worksheet

Update onboarding tasks when a start date changes

A start date changes but scheduled account and welcome tasks continue on the original timetable. A delayed start date affects more than the welcome email.…