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Demo / Walkthrough

Free walkthrough/demo session with an expert seeing a live system, at your pace, answering your questions

What to Expect

Software built by the people who also use it.

We're not hard-sellers, the system sells itself - our ultimate goal is to get admin effort to under an hour a week (the average session times are 25 minutes). Demo to see how we remove admin work not just change it to a different type of admin.

Turn recall management on its head - stop managing Recall by Recall - it invites duplication and doesn't optimise. We make it patient first - automatically generate the list of recalls relevant for each patient to manage with a single invite and naturally optimised. It's such a simple common sense change but it changes everything.

~30 mins, at your pace, showing just how much benefit Practice Toolkit can provide.

1 to 1 time (or welcome to invite any colleagues) with one of our experts or maybe a co-founder, we'll run through the 3 key stages;

  1. Identify (Automated) - all patients eligible for any/all recalls and optimise to merge appointments where it needs the same clinician(s)

  2. Invite & book patients (Manual or Automated) - send using Practice Toolkit or export to use Accurx/Engage etc - explore the future of online booking links

  3. Intervene - only where needed e.g. exception coding or incorrect coding by clinician (for timely resolution, no a big admin push pre-submissions)

Only touch on the ~500 patients needing engagement not the ~10,000 which could be automated...


Prefer a Demo with your real-life outcomes?

  • Personalised Impact Assessment in 25 mins of your time (we do the recall set up for you)

  • Real admin/appointment savings

  • Max earning potential of the practice

  • Ready to use system.

Just follow these steps;

  1. Click to Sign Up to an account – this activates your free explorer practice account. (4 mins) - We'll need to confirm with you before Syncing Data

  2. Confirm which Recalls you’d like us to activate (e.g. what you do already) – tick/highlight the relevant recalls from this list or email us your list – we’ll activate the NICE Guideline based templates for these on your behalf. They can be customised later if you wanted to diverge from NICE. (12 mins)

    1. If you know which recalls have funding attached, write that next to the recall to get the max earning potentials - on average we save/generate 6 times our cost.

    2. Confirm your staff groups – we’ll pre-configure your recalls to match your practice approach

    3. Optimisation preferences - Anchor month (e.g. Patient Birthday) and test/review Tolerance Windows

  3. Sync Data – Automated daily in future but until EMIS activate, click on Settings/Clinical Integration, import the supplied searches into EMIS, schedule to auto-create each day. Download & drag and drop 3 files to sync. (12 mins)

Done! Your practice account is onboarded and will process all patients records until ready to invite. You’ll have real data on time savings, appointment savings, max earning potential.

Everyone sees the value to their practice in the first 15 minutes.


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