Step by step: Clinic Systems

On this page, you’ll find resources to help establish and maintain how you’d like your clinic to run. This page is all about putting your vision into words so you don’t have to waste time and brain power continuously re-thinking about how to manage systems in the clinic.

Step 1: Create a clinic handbook

Coming soon. We’re working on a complete clinic handbook for you the share with your team and associates.

Step 2: Write policies and procedures

These bundles of Canva templates cover the main policies and procedures that you’ll need to establish in your clinic. Edit the templates and upload to your digital filing system to keep your systems digitised.

Step 3: Write a business plan

When structuring how your clinic runs it’s important that you have a clear vision. You must get to grips with where you are, where you want to be and how you’re going to get there.

Go through Steps 1 and 2 on our Step-by-step: Business Principles page to learn more about business and access the Canva business plan template for you to edit.

Step 4: Welcome new staff with confidence

This easy checklist will walk you through the weeks leading up to, and first 4 weeks of, a new practitioner joining your team.