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Business-type guide

NGO / community health programme guide

A charity or NGO running community health: programmes against their funders’ targets, households and home visits, camps and screening drives, the public programmes, donors and the trust’s own registers.

Day one

Installed on day one

What a NGO 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 minuteCarePingsSend visit reminders and messages to patientsFirst step: Consent comes firstPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for todayProgrammeDeskRun community programmes against the targets you agreed with funders, and send the reportFirst step: Set up the programmeHouseholdRegistryKeep households and their people by village, and enrol them with consentFirst step: Add the householdOutreachVisitsRecord home visits on the phone with no signal, and send them when it returnsFirst step: Download before leavingGivingDeskKeep donors and campaigns, receipt each gift in your own wording and say thank youFirst step: Write your receipt wordingCampKitRegister and screen at a health camp and book the referralsFirst step: Plan the campFieldGuideRegister and screen people at a camp with no signal, and send them laterFirst step: Download the camp before you leaveMassDoseRun a campaign round and see coverage against a population you recordedFirst step: Plan a round and add its areasVolunteerDeskRoster volunteers only to duties they are trained and checked for, and log their hoursFirst step: Add your training and dutiesTrustComplianceDeskIssue 80G receipts, keep the FCRA register, count free beds and account for CSR grantsFirst step: Enter the trust’s settingsCharityCareGive free or subsidised treatment and keep the register a trust has to fileFirst step: Open the fund
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “NGO / community health programme” when you sign up. 13 essentials are installed for you on day one: Patient Registry, CarePings, PulseBoard, ProgrammeDesk, HouseholdRegistry, OutreachVisits, GivingDesk, CampKit, FieldGuide, MassDose, VolunteerDesk, TrustComplianceDesk, CharityCare.
  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, operations manager, care coordinator, quality officer, business development, 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 NGO 102 live apps, back office included. These 22 are its own; install any of them when you need it.

Clinical
Engagement
Operations
Compliance
The team

Role guides for this business

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