1. Home
  2. Onboarding Support & Guidance Centre

Designing your Specification

You can find some top tips and process information to help you design your optimum platform here.

Tools to assist your design process.

  1. Please use the access provided to our Klinik demo environment to test Klinik functionality
  2. The following video provides a reminder to explain the possible configurations and pathways that can be created for your practice.

3. You can also find some tips to achieve an optimum set up in this short video created by Dr Abby Brookes.



4. It’s also helpful to take time to review the training videos using the following link to our Knowledge Base Training Centre to familiarise yourself with the functionality of Klinik online and the professional interface:

Knowledge base Learning Needs Analysis and Training Overview

Top Tips 

Your project team should set clear goals and outcomes- what are your objectives for using Klinik?

These could be:

  • Demand capacity planning and the ability to map/plan against demand  
  • Patient is routed/signposted to the right point of care first time
  • Manage same day appointments / prioritisation
  • Triaging quality and consistency

When designing your Klinik Specification you should:

  • Understand the patient demand
  • Map out processes to avoid hand-offs of enquiries where possible and don’t simply map Klinik to current processes. Our live practice process maps should help with this
  • Manage cases within Klinik and not from the PHR
  • Review other Klinik platforms using the links provided following your Introductory Meeting
  • Use Klinik for all enquiries both clinical and administrative
  • Engage with your patients in advance of go-live
  • Ensure your teams are aware of and have bought into the internal process
  • Understand how the dashboard can assist with resourcing when building the platform specification
  • Users should work and manage enquiries within Klinik using 2 screens

You can find some example practice configuration available to download once opened below.

Example patient flow 1

Example patient flow 2