There’s no added cost for using our guided support - and it can have your practice up and running as soon as the same day.
Prefer a meeting-free approach? Practice Toolkit can be fully self-service. Simply Sign Up and follow the guided trial steps at your own pace. (We’ll just verify your identity after signup so we can link you to the correct Practice account)
Guided Timeline: Practice Toolkit Trial -> Subscription
1) Book a free Demo/Walkthrough
15-30 mins
Experience Practice Toolkit via a live Teams share screen - ideal for individual staff, wider practice teams, or PCN/Clusters.
It’s free, no obligation, and a great opportunity to ask questions.
If helpful, we can record the session for internal sharing.
2) Book a guided Trial Set-up Session
30-45 mins
We’ll walk you through everything needed to set your Practice up for a successful trial, including:
Authorising access to your Practice account and choosing a trial duration that suits you
Activating and reviewing relevant recalls (including enhanced services, with clinician review) - while simple, this is the only time-consuming task in the whole journey
Loading Patient Data / Syncing with Clinical System
Inviting and managing staff access and permissions
Select your Practice Wide Optimisations - using Medication Review or Patient Birthday as the 'anchor' month.
Optional follow on Trial Session
Once you've got your recall list how you want it/accurate etc, we can help you work out how you'd prefer to actually use PRO to manage patients.
How you'd engage with the patients listed each month
Invites approach/frequency/templates etc.
Receptionist engagement - easy visibility of what appointments are needed
Appointment/Booking management
If time allows, we can help generate a supported Impact Assessment - identifying current vs. future workflows, potential admin time saved, identifying released staff capacity, and expected enhanced services income to produce a clear Impact Assessment document for other decision makers
3) Trial/Decide to Subscribe
Make the most of your trial with full access, including:
A 12-month full recall plan for all patients
An Enhanced Services maximum earning-potential report
The ability to review your tailored Impact Assessment with key stakeholders to support your subscription decision
4) Adopting Practice Toolkit Planning
30-45mins
For a smooth, low-stress rollout, we recommend a planning session with one of our 'Change Champions'. Together we'll:
Choose your onboarding/go-live date
Reconfirm workflow impacts and benefits
Use or adapt ready-made communication templates for admin, reception, and clinical teams
Direct staff to self-guided training resources
5) Subscribe
30mins
During your scheduled Onboarding and Training call, we’ll transition your practice from trial to Subscribed - so you can quickly begin experiencing the real-world benefits straight away.
Unlimited Help & Support is accessible to all staff for any guidance or reminders.
New features and updates along along with guidance notes and training.