Get started
Business-type guide

Chain / group of businesses guide

More than one business or branch under one owner — the whole store, compared site by site.

Day one

Installed on day one

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

QueueFlowRun the day’s patient queue with tokensFirst step: Add the patient as they arrivePatient RegistryRegister patients and find their recordsFirst step: Register in under a minuteCaseNotesWrite visit notes, diagnoses and allergiesFirst step: Write inside the visitRxCanvasPrescribe safely, with drug and allergy checksFirst step: Prescribe inside the visitBillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfSlotGridBook and manage appointmentsFirst step: Book into a real diaryCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayBizGroupCompare all your businesses on one screenFirst step: Read each business side by side
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Chain / group of businesses” when you sign up. 9 essentials are installed for you on day one: QueueFlow, Patient Registry, CaseNotes, RxCanvas, BillDesk, SlotGrid, CarePings, PulseBoard, BizGroup.
  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: doctor, care coordinator, quality officer, front desk, business development, finance manager.
  5. Days 4–5 — run a real day on QueueFlowAdd the patient as they arrive, then Start the visit, then Let the day run itself.
The store

Everything else it sees

The store shows a group 183 live apps, back office included. These 108 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
Compliance
Analytics
Business

It sees the whole store

A group runs every kind of work, so the store shows it every app, not only the ones listed here.

The team

Role guides for this business

More

Other business types