Get started
Business-type guide

Corporate & occupational health guide

Employers’ medicals, checkups, camps and the certificates they ask for.

Day one

Installed on day one

What a occupational-health 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 minuteSlotGridBook and manage appointmentsFirst step: Book into a real diaryBillDeskMake 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 todayCaseNotesWrite visit notes, diagnoses and allergiesFirst step: Write inside the visitCorpDeskBill companies for their employees’ visitsFirst step: Answer the question the front desk asksCheckUpRun full-body checkup packages station by stationFirst step: Build the packageOccupationalHealthCentreRun an employer's medicals to each worker's fitness decision and certificateFirst step: A batchCertificateDeskPrepare medical, fitness and leave certificates for the doctor to signFirst step: Prepare at the desk
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Corporate & occupational health” when you sign up. 10 essentials are installed for you on day one: Patient Registry, SlotGrid, BillDesk, CarePings, PulseBoard, CaseNotes, CorpDesk, CheckUp, OccupationalHealthCentre, CertificateDesk.
  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, front desk, quality officer, finance manager, operations 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 occupational-health centre 100 live apps, back office included. These 24 are its own; install any of them when you need it.

Front office
Clinical
Revenue cycle
Engagement
Operations
Compliance
Business
The team

Role guides for this business

More

Other business types