The Kay & Co. resource library

Software & practice operations · page 3

Choose systems that help your team manage staff, documents, enquiries and everyday administration.

The complete list

All software & practice operations resources

Showing 49–51 of 51 resources, ordered by title.

Software & practice operations Planning worksheet

Update training reminders when staff roles change

A renewal reminder follows an old timetable after a staff member changes role. Someone changing role may need different training reminders. Reusing their…

Software & practice operations Planning worksheet

Who should approve changes to staff instructions?

Two clinic teams use different versions of the same reception procedure because neither owns its release. When reception gives one answer on Monday and…