Workflows

Right person! Right thing! Right time!

Start from a template or build from scratch

Whether you're onboarding a new member of staff or engaging in continual professional development yourself, leverage workflow functionality to create step-by-step processes which the whole team can follow. Track and improve your practice systems to keep moving forwards.

  • Easy to use

    Simple and effective so that you spend your time doing, not reading
  • For the whole team

    A fantastic way to bring the team onto the same page with complex workflows
  • All in one place

    Keep the information where people can get it quickly so there's less time wasted.
  • Archive and track

    Once you've gone through a workflow, archive it and keep it for any future reference
  • Great for compliance

    Easy reference points to show previous training and maintain adherence
  • Spread knowledge

    Let your team share their knowledge around the practice so everyone can benefit

Ready-made templates

Sometimes it can be hard to know where to get started so there are some helpful starting points that you can edit and adapt for your own practice.

The time to explore starts now!

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