A short capstone: the order to set up a new practice, a pre-go-live checklist, planning the patient data import, and a full test journey. Who it is for: practice managers…

Set up treatment codes and fees for NHS, private or mixed practice, group them into cost centres and favourites, and tailor assessment forms. Who it is for: practice managers and…

Open clinicians’ diaries with working patterns, time off and booking zones, set up appointment and diary event types, risk-based recall types, cancellation reasons and patient journey stages. Who it is…

Maintain titles and occupations, build the medical history form, medications and questionnaire, and organise documents, check lists, image types and composite layouts. Who it is for: practice managers and administrators.…

Enter the practice’s details and sites, choose portal and tablet options, set two-step sign-in and screen lock, opening hours and NHS contracts. Who it is for: practice managers and administrators.…

Configure diary behaviour and colours, invoice numbering, charting, email and Esendex SMS, recall and reminder defaults, and the wording of standard messages. Who it is for: practice managers and administrators.…

Understand how roles give a starting set of capabilities, tailor each person’s access in User Capabilities, and keep access to the minimum each job needs. Who it is for: practice…

Create a login for every member of staff with the right role, keep their details current, set up NHS performers and two-step sign-in, and switch accounts off when people leave.…

Organise staff into account groups for billing, order clinicians in the diary, review who signed in, and book live training. Who it is for: practice managers and administrators. In this…

Set up the patient and system document templates and the template notes staff use for clinical notes, emails and SMS. Who it is for: practice managers and administrators. In this…