The Kay & Co. resource library
Define the right product, compare build and buy options, and plan software around the people who will use it.
Search a question, a task or a few words.
Search results
31 resources
Explain what your practice needs, compare quotes fairly and know what your supplier will deliver.
Inside this topicHow to explain your website or digital project to a supplier · How to compare quotes for a healthcare app
90 resources
Help people request appointments, follow up, prepare for visits and understand what happens next.
Inside this topicChoosing a booking system patients and staff can use · Tell patients when to expect a reply
56 resources
Help visitors send an enquiry, correct a mistake and finish an online task without getting stuck.
Inside this topicKeep form questions visible while patients answer · Take patients straight to the form detail that needs fixing
81 resources
Make your website easier to read and use, including on phones and with tools that help people with disabilities.
Inside this topicMaking your practice website easier for everyone to use · Make page headings useful for people who listen to the website
47 resources
Understand what your reports are counting and whether your marketing is bringing useful enquiries.
Inside this topicIs your marketing bringing the right enquiries? · Avoid counting confirmation-page reloads as new enquiries
51 resources
Choose systems that help your team manage staff, documents, enquiries and everyday administration.
Inside this topicDoes your practice need new software? · Choosing a system to track enquiries and follow-ups
The complete list
Showing 1–24 of 86 resources, ordered by title.
Two managers receive different enquiry totals because their dashboards use different definitions. Different enquiry totals often begin with different…
A long satisfaction survey collects many answers but produces no clear service improvement decision. A shorter survey is useful when every question supports…
Patients are asked for the same administrative details in several forms because systems do not share them. Repeatedly requesting the same details frustrates…
A team discovers near the end of a supplier relationship that it cannot retrieve configuration or records easily. Leaving a supplier is harder when the…
A good booking system makes the next step clear for patients and creates the right appointment for the practice. The real test is what happens when someone…
A CRM keeps track of contacts, enquiries and follow-up work. For a practice, its value is simple: staff can see who needs a reply, what has already happened…
A central report compares locations that deliver different services and have different opening patterns. A three-day clinic may not compare meaningfully…
A department appears less complete because its staff have more assigned requirements than another team. Departments can have different training…
A report counts every incoming message as a new referral and makes workload appear larger than it is. A busy inbox is not the same as a growing number of…
A draft-saving indicator can be mistaken for final submission, particularly when both actions use a green success message. Visitors may leave believing the…
When staff spend their day copying information, chasing missing details or working around an awkward system, new software can sound like the obvious answer.…
A manager temporarily covers another clinic and retains its permissions after the cover arrangement ends. Temporary cover usually needs temporary access. A…
A chart rises after a new clinic opens, but readers interpret the increase as better performance at existing sites. A rising total may reflect a new clinic…
Green, amber and red badges can convey different things to different visitors. Without readable state labels, a request list may be impossible to interpret…
Managers compare satisfaction figures from different questions and survey channels as if they were equivalent. A score may change because its question,…
An attendance record is treated as proof that a staff member completed every required assessment. Attendance, course completion and assessment results may…
A selection checkbox above a table can mean the visible rows, the current page or all filtered records. Visitors may trigger a much broader action than they…
The reception team cannot tell whether an item is awaiting information, allocation or a response from another service. Waiting is only a useful status if…
Teams use different copies of a supplier agreement and cannot identify which amendment applies. A newer filename does not necessarily mean a newer…
Patients or partners raise an invoice question but the query is passed between reception and finance. An invoice question becomes frustrating when each…
A local manager can inadvertently edit shifts at another clinic because access is granted to the whole group. A manager covering one clinic should not have…
A submitted day-to-day incident sits in a queue because every manager assumes someone else is reviewing it. A shared queue can hide the assumption that…
A group-wide report exposes information that a local team does not need for its work. Local managers need useful clinic information without necessarily…
Staff find a useful answer but cannot tell whether it is still approved or who can correct it. Search results can look official even when nobody has…
