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App handbook

Business apps

Every live business app — 62 of them — with what it is for, the demo profile it is best tried as, the screen it opens on and the permission a person needs to open it. Each name leads to the app’s own page and its steps.

  • AdLeadCaptureGive each ad campaign a lead form and route every lead to the nearest branch.Best tried as: Business developmentOpens at Business › Ad Lead Capture /ad-leadsNeeds adlead.read
  • AdmitLineFollow every advised admission until the patient is in a bed.Best tried as: Business developmentOpens at Business › Admissions /admissionsNeeds admitline.read
  • AttendancePunchMatch punches to the rota and settle the exceptions.Best tried as: Business developmentOpens at Business › Attendance /attendanceNeeds attendance.read
  • BirthCapacitySee expected deliveries by week against each branch’s labour room.Best tried as: Business developmentOpens at Operations › Birth Capacity /birth-capacityNeeds birthcap.read
  • BundleDeskSell one package across departments and split its price between the doctors who deliver it.Best tried as: Business developmentOpens at Business › Bundles /bundlesNeeds bundle.read
  • CampaignHQSend campaigns to consented patients and track bookings.Best tried as: MarketingOpens at Business › Campaigns /campaignsNeeds campaign.read
  • CapexPlanPlan big equipment purchases from proposal to approval.Best tried as: Business developmentOpens at Business › Capital Plan /capexNeeds capex.read
  • CareFinderFind listed long-term care providers and refer someone with their consent.Best tried as: Business developmentOpens at Business › Care Finder /care-finderNeeds carefinder.read
  • CashlessSLATime every cashless approval against what the TPA promised, and chase the late ones.Best tried as: Business developmentOpens at Business › Cashless clocks /cashlessNeeds cashless.read
  • CMETrackerKeep CME credits and certificates against your council’s own figure.Best tried as: Business developmentOpens at Business › CME Credits /cmeNeeds cme.read
  • CorpDeskBill companies for their employees’ visits.Best tried as: Business developmentOpens at Business › Corporate /corporateNeeds corporate.read
  • CrisisNetworkDeskSee which centre has an open emergency slot now, and hold it for a caller.Best tried as: Business developmentOpens at Clinical › Crisis Network /crisis-networkNeeds crisisnet.read
  • CrossCareMove a patient to another branch, and see what arrived with them.Best tried as: Business developmentOpens at Clinical › Branch Transfers /transfersNeeds crosscare.read
  • Data ImportBring patients and dues in from your old system.Best tried as: Business developmentOpens at Business › Data Import /importNeeds import.read
  • DataRoomPrepGet the data room ready, cleared by counsel, item by item.Best tried as: Business developmentOpens at Business › Data room /data-roomNeeds dataroom.read
  • DialysisNetworkPlan chairs at each dialysis centre from its own sessions, waitlist and payer mix.Best tried as: Business developmentOpens at Operations › Dialysis Network /dialysis-networkNeeds dialysisnet.read
  • Doctor PayoutsWork out and pay each doctor’s revenue share.Best tried as: Business developmentOpens at Business › Doctor payouts /payoutsNeeds payout.read
  • ExitValuationValue a branch or clinic from its own years, with your own multiple.Best tried as: Business developmentOpens at Business › Valuation /exit-valuationNeeds exitval.read
  • ExpenseDeskRecord expenses with photos of the receipts.Best tried as: Business developmentOpens at Business › Petty Cash /expensesNeeds expense.read
  • EyeBenchmarkSet every branch’s cataract volumes and outcomes side by side, small counts hidden.Best tried as: Business developmentOpens at Analytics › Eye Benchmark /eye-benchmarkNeeds eyebench.read
  • FieldRepRouteWork a field rep’s day: route, check-ins, orders, payments and stock.Best tried as: Business developmentOpens at Business › Field Rep Route /field-routeNeeds fieldvisit.manage
  • FrontBooksThe month’s money: collections and expenses.Best tried as: Business developmentOpens at Business › Books /booksNeeds book.read
  • GivingDeskKeep donors and campaigns, receipt each gift in your own wording and say thank you.Best tried as: Business developmentOpens at Business › Donors & gifts /givingNeeds giving.read
  • HiringHire from opening to offer to day one.Best tried as: HR managerOpens at Business › Hiring /hiringNeeds hiring.read
  • ImplantPoolPool implant volumes across branches and agree one rate under the NPPA ceiling.Best tried as: Business developmentOpens at Business › Implant Pool /implant-poolNeeds implantpool.read
  • InsureVaultTrack the clinic’s own insurance policies and claims.Best tried as: Business developmentOpens at Business › Insurance /insuranceNeeds insurance.read
  • IntegrationTrackerMove an acquired hospital onto your standard, task by task.Best tried as: Business developmentOpens at Business › Hospital integration /acquisition-integrationNeeds integration.read
  • IVFBenchmarkCompare each IVF centre’s pregnancy and live-birth rates per transfer, counted alike.Best tried as: Business developmentOpens at Analytics › IVF Benchmark /ivf-benchmarkNeeds ivfbench.read
  • LabNetworkBill hospitals, clinics and franchise centres for lab tests, on credit.Best tried as: Business developmentOpens at Business › Lab Network /lab-networkNeeds labnet.read
  • LeadDeskTurn enquiries into booked consultations.Best tried as: Business developmentOpens at Business › Enquiries /leadsNeeds lead.read
  • LeakageWatchSee patients advised a test, admission or operation who never had it, and call them.Best tried as: Business developmentOpens at Business › Leakage Watch /leakageNeeds leakage.read
  • MailDeskRead and answer your own email here.Best tried as: Business developmentOpens at Business › Mail /mailNeeds mail.use
  • MemberCareSell membership plans and track what’s used.Best tried as: Business developmentOpens at Business › Memberships /membershipsNeeds membership.read
  • MyPracticeOne calendar across the hospitals you visit, your earnings beside each statement.Best tried as: Business developmentOpens at Business › My Practice /my-practiceNeeds mypractice.use
  • NextChairWork out whether your visits justify a second doctor or room.Best tried as: Business developmentOpens at Business › Second chair /second-chairNeeds nextchair.read
  • OptomDeskRun the optical counter: frames, lenses, lab orders.Best tried as: OptometristOpens at Business › Optical /optomNeeds optical.read
  • PartnerDeskKeep the facilitator agreements and what each one was paid.Best tried as: Business developmentOpens at Business › Facilitators /facilitatorsNeeds partner.read
  • PartnerHospitalsKeep each partner hospital’s agreement, commissions and what it still owes.Best tried as: Business developmentOpens at Business › Partner hospitals /partner-hospitalsNeeds phospital.read
  • PayrollTurn the month’s attendance into payslips and pay them.Best tried as: Business developmentOpens at Business › Payroll /payrollNeeds payroll.read
  • PensionDeskEach resident’s pension application, first paper to first payment.Best tried as: Business developmentOpens at Business › Pensions /pensionsNeeds pension.read
  • ReferralNetTrack referring doctors and report back to them.Best tried as: Business developmentOpens at Business › Referrals /referralsNeeds referral.read
  • RepGeoTrackSee where reps checked in and out today, taken only at those two taps.Best tried as: Business developmentOpens at Business › Rep Check-ins /field-mapNeeds fieldvisit.read
  • ResidentBondTrackFollow each resident’s bond: service served, stipend paid, amount payable.Best tried as: Business developmentOpens at Business › Resident bonds /resident-bondsNeeds bond.read
  • ResortCalendarBook wellness packages against rooms, therapists and the kitchen.Best tried as: Business developmentOpens at Business › Resort calendar /resortNeeds resort.read
  • RetentionBonusSee whether promised retention bonuses were paid, and which restrictions are running.Best tried as: Business developmentOpens at Business › Retention bonus /retention-bonusNeeds retbonus.read
  • Review InboxAll your reviews in one place, answered.Best tried as: Business developmentOpens at Business › Review replies /reputationNeeds reputation.read
  • ReviewMagnetAsk happy patients for Google reviews.Best tried as: Business developmentOpens at Business › Reviews /reviewsNeeds review.read
  • Sales & ReferralsTrack field visits to referring doctors and the revenue they bring.Best tried as: Business developmentOpens at Business › Sales & Referrals /field-boardNeeds fieldvisit.read
  • SeasonalPricingSuggest package prices by season and occupancy, and approve each change.Best tried as: Business developmentOpens at Business › Seasonal pricing /seasonal-pricingNeeds seasonalpricing.read
  • ShiftPulseSee who on the rota is running on empty, from hours and nights worked.Best tried as: Business developmentOpens at Business › Shift Pulse /shift-pulseNeeds shiftpulse.own
  • SiblingSplitA parent’s care costs and duties split on the siblings’ own formula, one ledger.Best tried as: Business developmentOpens at Business › Sibling split /sibling-splitNeeds siblingsplit.read
  • SiteFrontYour clinic’s web page, at your own address.Best tried as: Business developmentWorks inside Business › Public Page /siteNeeds site.read
  • SmallHomeSalePack a nursing home’s licences and patient counts for a buyer.Best tried as: Business developmentOpens at Business › Sale pack /sale-packNeeds salepack.read
  • StaffDeskStaff duty rota, leave and certificates.Best tried as: Business developmentOpens at Business › Rota /staffNeeds rota.read
  • SuccessionDeskHand your practice to a successor, with each patient’s own consent to move their record.Best tried as: Business developmentOpens at Business › Succession /successionNeeds succession.read
  • Team TasksAssign work with due dates and escalation.Best tried as: Business developmentOpens at Business › Team Tasks /team-tasksNeeds teamtask.read
  • TenantLicenceKeep each coworking doctor’s registration and insurance in date.Best tried as: Business developmentOpens at Business › Tenant doctors /tenant-licencesNeeds tenantlicence.read
  • TherapistRatioSee the days the resort will be short of therapists before they start.Best tried as: Business developmentOpens at Business › Therapist ratio /therapist-ratioNeeds therapistratio.read
  • TrainingMatrixTrack staff certificates and their expiry dates.Best tried as: Business developmentOpens at Business › Training /trainingNeeds training.read
  • VetDeskKeep each animal’s species, owner, microchip, vaccinations and weights.Best tried as: Business developmentOpens at Clinical › Animals /animalsNeeds vet.read
  • WhiteLabelPut your hospital’s name, logo and colours on the product and the patient app.Best tried as: Business developmentOpens at Business › White Label /our-brandNeeds whitelabel.read
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