Get website form answers into the right fields
A website enquiry reaches the CRM but its service choice appears in a free-text note instead of the field used for assignment. Connecting a form to your…
The Kay & Co. resource library
Connecting your systems · page 2
Help information reach the right team, avoid repeated typing and plan a careful move between systems.
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Showing 25–48 of 50 resources, ordered by title.
Give problems between suppliers a clear coordinator
Two vendors each say their system is working and the clinic is left coordinating an unresolved failure. A failure involving two suppliers can leave the…
Give software connections a renewal and recovery owner
A connection stops when a credential expires because nobody owns its renewal or knows which workflow uses it. Connections rely on access details that can…
Handle appointment slots that change during booking
A website displays a slot that the reception team has already allocated through another channel. Available appointments can change while somebody is…
Keep clinic records up to date after a refund
A refund is completed through the payment provider but the clinic's administrative record still shows the previous state. If a refund happens in the…
Keep incomplete file uploads out of everyday use
A network interruption leaves a partial file that appears available to staff. An interrupted upload should not look like a finished document ready for use.…
Keep internal notes out of external messages
A connector copies an internal note into a message field intended for an external recipient. An internal note may be useful to colleagues but inappropriate…
Keep useful context about where enquiries came from
A clinic knows an enquiry came through its website but loses the service page that prompted it. Knowing an enquiry came from the website may not explain…
Keep work accounted for when an HL7 connection changes
HL7 refers to standards used to exchange healthcare information between systems. An interface is replaced while both old and new connections may process the…
Link reporting records without guessing identity
A report cannot connect enquiries to later administrative outcomes because each system uses a different reference. To understand what happened after an…
Make message delivery problems clear to staff
One system marks a message sent while another records it as rejected, and staff do not know which status to trust. Different systems may use sent to…
Match new staff accounts to approved access
A staff record is created and an integration grants a broad default role in every connected system. Creating an employee record should not automatically…
Moving systems without losing useful information
Moving information between systems is often called a data migration. For your practice, success means staff can find the right records, open the right…
Plan how incomplete healthcare exchanges will be handled
A demonstration sends a complete example successfully but does not test how the interface handles incomplete or unsupported information. A perfect sample…
Prepare for changes made by connected software suppliers
A vendor changes its interface and the clinic learns about it only after a workflow stops. A supplier update can change the connection even when your own…
Preserve the document version a team has accepted
An integration sends a revised file and silently replaces the version another team already reviewed. Replacing a document can erase the context of an…
Review old and new access when staff change roles
An employee moves between teams but retains old access in several connected tools. Moving teams usually changes what access a person needs. Adding the new…
Review possible duplicate records before combining them
A cleanup tool proposes merging records that share a name but represent different people or organisations. A possible duplicate needs evidence, not just a…
Review waiting work before restarting a connection
A connection recovers and automatically sends a backlog containing requests that staff already handled manually. Work held during an outage may no longer…
Review who can see information when reports are combined
Two individually limited reports become more revealing when an integration joins their data into one export. Joining information can reveal more than either…
Send confirmations only when the appointment is confirmed
A visitor receives a confirmation even though the appointment was not created in the practice diary. A booking confirmation is a promise about an…
Show when reports contain information from different dates
A report combines a current CRM feed with yesterday's booking data and presents the result as one current view. Combining today's enquiries with yesterday's…
Show which work is affected by a connection problem
A monitoring dashboard lists connector status but does not tell reception which enquiries are affected. A list of green or red connections does not tell…
Understand what an HL7 receipt confirms
HL7 refers to standards used to exchange healthcare information between systems. A sending system receives an acknowledgement and staff assume the receiving…