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Explore with sample data

See how your team would use it.

Try these short exercises in the sample practice before booking a conversation. All patients and tasks are invented. This is a guided exploration, not accredited training.

The sample does not send messages or collect payments. Its prepared responses demonstrate the experience; enabled services in your clinic are agreed separately.

Exercise 1

Follow the clinic day

Find the appointments and understand how the day is organised.

  1. Open the sample practice and find the diary.
  2. Choose an invented appointment and inspect its time and patient link.
  3. Check where you would return to the list before moving to the next task.

Check for yourself: Can you find the next appointment without losing the day’s context?

Open the sample practice

Exercise 2

Inspect an invoice

Check what the secretary would need before following up a balance.

  1. Open the invoices area in the sample practice.
  2. Inspect an invented invoice and identify the amount and status.
  3. Compare the invoice with the related patient record. No real payment is collected.

Check for yourself: Can you identify what needs checking before a financial action?

Open the sample practice

Exercise 3

Review the next administrative task

Understand how the team keeps track of unfinished work.

  1. Open the tasks area in the sample practice.
  2. Inspect an invented task and look for its owner and status.
  3. Identify what evidence you would need before marking the work complete.

Check for yourself: Does the next action and the responsible person make sense to your team?

Open the sample practice