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Role guide

Business development guide

Works enquiries and referrers into consultations; sees leads and numbers, not charts.

The demo opens as Ritu Sharma, with invented patients. Leads, the admissions pipeline, and the corporate panels.
  • Every enquiry contacted the same day
  • Referrers visited on a plan
  • Estimates sent fast and followed up
Your front door

Where the business development lands

Signing in as a business development opens Enquiries first. The sidebar keeps the screens below one click away; what you can open is whatever your practice’s role for you allows.

  • Enquiries /leadsTurn enquiries into booked consultations
  • Estimates /quotesGive patients written cost estimates
  • Sales & Referrals /field-boardTrack field visits to referring doctors and the revenue they bring
  • Field Day /field-dayTrack field visits to referring doctors and the revenue they bring
  • Reports /reportsLook at how the practice is doing, month by month
  • Phone Calls /callsSee who called, who was missed, call them back, and book a caller into any branch
Everyday apps

Apps a business development uses

LeadDeskTurn enquiries into booked consultationsPriceQuoteGive patients written cost estimatesSales & ReferralsTrack field visits to referring doctors and the revenue they bringDoctor PayoutsWork out and pay each doctor’s revenue shareData ImportBring patients and dues in from your old systemMailDeskRead and answer your own email hereShiftPulseSee who on the rota is running on empty, from hours and nights workedGivingDeskKeep donors and campaigns, receipt each gift in your own wording and say thank youLeakageWatchSee patients advised a test, admission or operation who never had it, and call themWhiteLabelPut your hospital’s name, logo and colours on the product and the patient appLabNetworkBill hospitals, clinics and franchise centres for lab tests, on creditFieldRepRouteWork a field rep’s day: route, check-ins, orders, payments and stock
Rain

What to ask Rain

Rain is the assistant in every screen, by voice or text. These are requests the assistant is taught for this role. It reads only what you may read, and anything that changes a record comes back as a card you confirm.

  • “Open enquiries”
  • “How many new enquiries came in today?”
  • “Which leads have overdue follow-ups?”
  • “Create an estimate”
  • “Show the referral field board”
  • “Plan my field day”
  • “How many referrals did Dr Kapoor send this month?”
  • “Open the monthly reports”

What Rain prepares for a business development to confirm: create a to-do for yourself, a colleague or a team; mark one of your to-dos (or your team’s) done; log a new enquiry (lead) with a name and phone number; mark an enquiry as contacted, with what was said.

Say “Brief me” for a spoken summary of your day. More in the Rain guide and on what each role says.

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Other role guides

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