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Worksheet

First-month digitising order sheet

List the visit path down the left of a page: registration, consultation, test, treatment, bill and follow-up. Beside each row, note where the entry is made today and who makes it. The first row with no record is where to start.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Which Part of a Healthcare Practice to Digitise First”, www.gullysystem.com/blog/which-part-of-a-healthcare-practice-to-digitise-first