The Kay & Co. resource library

All resources · page 6

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 121–144 of 915 resources, ordered by title.

Explaining services & fees Practical guide

Compare remote and in-person appointment options

A service is available remotely and at the practice, but identical descriptions make the formats look interchangeable. Visitors may book a format that…

Marketing results & reports Planning worksheet

Compare training progress fairly between teams

A department appears less complete because its staff have more assigned requirements than another team. Departments can have different training…

Website changes & recovery Planning worksheet

Confirm everyday work is possible after recovery

A system is technically restored, but users cannot complete the essential workflow because permissions and a dependent integration were not checked. A…

AI & saving time on admin Planning worksheet

Confirm meeting actions before assigning tasks

An automated summary assigns an action to someone who was merely mentioned during discussion. Being mentioned in a discussion is not the same as accepting a…

Connecting your systems Planning worksheet

Confirm permission to use a specific FHIR service

A team assumes that public FHIR documentation means it can immediately access an NHS or vendor interface. A public standard explains how information can be…

Connecting your systems Planning worksheet

Connect each payment to its invoice or booking

A payment provider reports a successful transaction but staff cannot identify which invoice or booking it belongs to. Staff need to connect a payment with…

Connecting your systems Planning worksheet

Correct information where it is maintained

Staff fix an incorrect value in a report but the error returns after the next source refresh. Fixing an error in a report can hide it temporarily while…

Content, documents & updates Practical guide

Create arrival sheets that make sense on their own

A patient saves or prints directions and later cannot tell which branch or appointment they describe. The download depended on information that existed only…