A considered handover.
A clear relationship.
How we work
Good support starts with a shared understanding. Before work begins, we agree the service, responsibilities, coverage, reporting and fees.
Plan your practice reviewClarity before
the first day.
We work through what needs to move, what needs to stay and what needs your decision. The handover is a coordinated process.
- 01
Understand your practice
We review your workflow, systems, open work and priorities.
- 02
Agree the service
We define responsibilities, coverage, reporting and fees.
- 03
Coordinate the handover
We plan access, outstanding tasks and a clear start to your service.
Keep the open work
in view.
A change of support should account for the work already in progress.
Before the handover
Map the current workflow and systems. Review access requirements, patient communication arrangements, outstanding enquiries, correspondence and financial information within scope.
During the transition
Agree task ownership and the proposed start date. Review open appointments, follow-ups, surgery arrangements and balances, with a clear contact for transition questions.
Once the service begins
Follow the agreed workflow and communication arrangements. Use performance reviews to discuss what is working, what needs attention and progress against earlier actions.
Before we
begin.
Will I need to change my software?
We begin by reviewing your current systems and how your team uses them. If a change or additional connection is needed, we explain the reason, cost and transition plan before work begins.
Can we discuss support alongside an existing secretary?
Yes. We can discuss which parts of your practice need additional support. Any proposed arrangement must make responsibilities, information sharing and cover clear before work starts.
How are your fees calculated?
Your proposal sets out the services included, the basis of our fee and any additional costs. We agree coverage, reporting and responsibilities before you start, so you can assess the full arrangement.
Who is responsible when technology or AI is used?
We agree any proposed AI-supported workflow with your practice. People remain responsible for reviewing administrative work; clinical decisions and approval of clinical correspondence remain with the clinician.
What would you like your
practice to do better?
Let’s start with how your practice works today, and where you would value more support.