The Kay & Co. resource library

All resources · page 38

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 889–912 of 915 resources, ordered by title.

Forms & online requests Practical guide

Warn before an older tab overwrites newer work

A visitor may open the same editable task in two tabs. Saving an older tab can replace changes made in the newer one without any visible indication of conflict.

Software & practice operations Planning worksheet

Who should approve changes to staff instructions?

Two clinic teams use different versions of the same reception procedure because neither owns its release. When reception gives one answer on Monday and…

Booking & enquiries Practical guide

Write checkbox wording people can understand

A form contains a broad checkbox that visitors may interpret as agreeing to treatment, marketing or data sharing, although it only acknowledges a specific…

Locations, arrival & teams Planning worksheet

Write directions that help people reach reception

A map shows where a building is, but often misses the final part of the visit. Explain the correct entrance, recognisable signs and where people should…

Content, documents & updates Planning worksheet

Write download links people can understand

A useful link explains what opens and why someone might need it. Name the document, identify its format and include practical context where it affects the…

Brand & visual design Planning worksheet

Write error messages that help people recover

When something goes wrong online, people need to understand what they can do next. A calm message explains the immediate problem without blaming the visitor…