The Kay & Co. resource library

All resources · page 37

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 865–888 of 915 resources, ordered by title.

Locations, arrival & teams Planning worksheet

Update the website when a clinician leaves

Patients may still arrive through an old profile link after a clinician has left. Give them an accurate explanation and a useful next contact, while…

Software & practice operations Planning worksheet

Update training reminders when staff roles change

A renewal reminder follows an old timetable after a staff member changes role. Someone changing role may need different training reminders. Reusing their…

Website changes & recovery Practical guide

Update website links when a directory moves

The new directory works, but guide sidebars and service pages still point to its old address. Visitors take unnecessary detours on every visit.

Website speed & loading Planning worksheet

Use clear photographs without slowing the page

Large original photographs are useful for editing, but a website usually needs versions sized for where they appear. Ask your supplier to prepare those…

Content, documents & updates Practical guide

Use consistent appointment names across languages

A service has one translated name on the website and another in messages from the practice. Patients may think the confirmation refers to a different…

Marketing results & reports Planning worksheet

Use consistent campaign names in reports

The same campaign appears under three names because links were tagged differently. Paid and organic traffic are mixed in a spreadsheet summary. Inconsistent…

AI & saving time on admin Planning worksheet

Use follow-up reminders to support human decisions

A clinic wants reminders for incomplete administrative work but staff worry the system will make decisions on their behalf. A reminder should prompt the…

Booking & enquiries Practical guide

Use service names people recognise inside forms

A service dropdown uses abbreviated internal names that do not appear on the website. Visitors guess a category and then describe the same question again in…

Connecting your systems Planning worksheet

Use the right appointment details in each message

A message uses the correct recipient but inserts details from the wrong appointment or location. A contact can have more than one appointment. A message…

Navigation & site search Planning worksheet

Use website menu names patients understand

Your menu should reflect the questions people bring to the practice. Department names and service abbreviations may be familiar to staff but invisible to a…