Trial & Getting Started...
All the simple steps to get you going with Practice Toolkit
17 articles
Demo -> Pilot -> Subscription ProcessSee the value for your context before any cost or commitment
Security Protocols & Data ProtectionCertification, Data info and everything you need about data security
Set Up & Onboarding Process (Self Service Overview)One-Off Setup & Day to day guides for PRO
Set Up 1: Recall List & LogicActivate, adapt, add or edit your Practice's recall list
Set Up 2: OptimisationsGuide for initial Settings confirmation to use maximise PRO for you.
Set Up 3: Sync Clinical SystemSync with Clinical System (EMIS) to connect Patient Data
Set Up 4: EMIS Data AccuracyMaking sure EMIS data is relevant for Practice Toolkit
PRO - Deciding your workflowsNow you're set up - how do you want to use PRO?
PRO - Day-to-Day Guide for AdminsRecall Admin? No problem.
PRO - Day-to-Day Guide for ReceptionistsUse PRO like a pro - easy patient requirement identification
PRO - Day-to-Day Guide for Management/ReportingEasy KPIs & reporting
Staff TrainingEasy training to help any Staff adopt new software
Onboarding & Training CallThe final set to subscribe to your first tool in Practice Toolkit
Costs vs Benefits - PricingCost-Benefit Analysis & pricing for Practice Toolkit
SMS Costs & BillingWhat do SMS messages cost in Practice Toolkit
Transition Support (Patient Birthday) - EMISMoving to Birthday month? Get visibility for easy resolution
Automatically 'Complete' AppointmentsWhen all requirements have been done recently, the appointment will automatically updated to 'Completed' and no-longer need invites.