Industry deep dive: clinics
A session built around a day in a clinic, from the first booking to the follow-up visit. We use the apps a clinic would install on one channel and show how they share the same patient and the same calendar.
- About 60 minutes
- Online
- Clinics and healthcare
- Date to be announced
Who should come
- Doctors and dentists running their own practice
- Practice managers and front desk leads
- Groups with more than one clinic or branch
What you will learn
- How to set up staff calendars, deposits and reminders for appointments
- How visits, notes, prescriptions and follow-ups are kept together
- How lab orders and reports reach the patient
- How roles keep patient records to the people who need them
What the session covers
The planned outline, in minutes. We may move things around to follow the questions in the room, but we keep to about 60 minutes.
One clinic, one channel
Why each clinic or branch is a channel, and which apps a clinic usually installs.
Bookings that patients keep
Staff calendars, deposits and reminders in Bookings, and what the patient sees when they book online.
The visit itself
Recording the visit in Clinic: notes, prescriptions and a follow-up date.
Lab tests and pharmacy
Lab orders with home sample collection and reports shared with patients. Medicines with batches and expiry tracking.
Privacy and roles
Giving the front desk, doctors and lab staff different roles, and reading the activity log.
Questions
Your questions about running a clinic on the platform.
What to prepare
A little preparation makes the session about your business rather than a general one.
- 1A list of your services and how long each appointment takes.
- 2The names of the staff who take bookings.
- 3Please do not share real patient details on screen or in chat.
What we will use on screen
Each app is installed per channel and priced per channel per month, billed after use. You can read about each one before you join.
Clinic records: patient visits, notes, prescriptions and follow ups.
Online appointments with staff calendars, deposits and reminders.
Lab orders, home sample collection, results and reports shared with patients.
Medicine catalogue, prescription orders, batches and expiry tracking.
Leads, contacts, tasks, calendar, tickets and ads in one place.
Omnichannel support: email, chat and WhatsApp in one queue with SLAs.
Questions
Will you advise on medical regulation?
When is it?
Where is it?
Will there be a recording?
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Want a seat when dates are set?
Leave your email and we will tell you when industry deep dive: clinics is scheduled.