Corganize for medical practices and healthcare providers

How your practice runs day to day should be clear to new staff too.

Alongside clinical care, a practice runs many organisational and administrative tasks in parallel. How is information given over the phone? What internal steps does reception follow when an appointment changes? Where do colleagues find the practice’s own operating and staff guides? If these rules aren’t kept in one shared place, training and passing on new information can become harder.

Corganize helps you organise your practice’s internal operating documentation and staff training; it is not a patient records system and not a clinical decision support system.

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Well-organised background work is part of running the practice too

Receptionists, new administrative staff and practice management meet many recurring situations. It’s worth documenting internal procedures so that colleagues can find them later, and so the basics don’t have to be explained to every new starter one by one.

Where can it be used?

Reception and administrative guides

Keep the internal descriptions of phone communication, coordination within the practice, general information for patients and the start and end of day routines in one place. These are procedure documents, not clinical protocols, and they are not for recording patients’ health data.

Preparing new staff

You can put together a training plan split into days for receptionists and administrative colleagues. They can learn the internal processes for their role, and the manager can follow which material they have completed.

Important internal statements

If the practice’s administrative operations or internal information procedures change, you can update the guide and let staff know in a statement. Required confirmations can be tracked, but this does not mean accredited healthcare training or proof of compliance.

Company records and internal policies

You can keep the practice’s own operating licences, company contracts and other official documents separate in Records. You can restrict access; patient data and patient care documents, however, belong in the healthcare system designed for them.

Example

A new receptionist starts

From the training plan put together by the practice, the new team member can learn the internal procedure for giving information by phone, how to prepare the working day and the rules for coordinating with colleagues while handling queries. If they’re unsure, they can look up the shared guides. The practice manager can follow their preparation and spend time on personal support where it’s really needed.

All business types

Next step

Try it for 5 days for £2.90.

Get to know Corganize with your own company documents. Five days is enough to see how it fits your business.

Try it for 5 days · £2.90

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