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Business-type guide

Blood bank / blood centre guide

Donors, the infection screen, components, crossmatch and issue, and the drives.

Day one

Installed on day one

What a blood centre cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

Patient RegistryRegister patients and find their recordsFirst step: Register in under a minuteBillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayBloodLineBlood bank: requests, crossmatch and issueFirst step: Register each unitDonorDeskRegister blood donors, screen every bag for infection, and keep the licence registersFirst step: Register the donorBloodDriveRun blood donation drives from invite to thank-youFirst step: Plan the driveColdChainFridge temperatures logged, excursions acted onFirst step: Register every unit with its bandLabelPressPrint labels, wristbands and stickersFirst step: Register your printersQCBenchChart lab QC runs, lock failures until fixedFirst step: Register the QC material
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Blood bank / blood centre” when you sign up. 10 essentials are installed for you on day one: Patient Registry, BillDesk, CarePings, PulseBoard, BloodLine, DonorDesk, BloodDrive, ColdChain, LabelPress, QCBench.
  2. Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.
  3. Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.
  4. Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: quality officer, operations manager, care coordinator, front desk, doctor, finance manager.
  5. Days 4–5 — run a real day on Patient RegistryRegister in under a minute, then Find anyone from anywhere, then Open the one record.
The store

Everything else it sees

The store shows a blood centre 97 live apps, back office included. These 21 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
Compliance
The team

Role guides for this business

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Other business types