FAQs
Answers to common questions about setup, governance, and optional AI tools.
Looking for detailed guidance for day-to-day use? Read the User Guide.
Getting started
Most practices can be technically set up very quickly. For clinical governance, we estimate that reviewing the full symptom library (currently 217 symptoms) and harmonising it with how your practice works will take two clinicians approximately one session each.
We recommend doing this side by side, so queries and local decisions can be discussed and agreed as you go. This approach tends to be faster, more consistent, and reduces the need for later rework.
Once this review is complete, the toolkit is ready for day-to-day use by the wider team.
No. The toolkit is web-based and works in a standard browser. There’s no local software to install for day-to-day use.
Yes. You can tailor wording, appointment types, local pathways, and which symptoms are enabled—so the guidance reflects your practice model.
Governance & safety
Each practice is responsible for its final, live wording. The toolkit supports a clinical review workflow so content can be signed off locally and reviewed periodically.
Symptoms can be marked as pending review until a clinician (or authorised reviewer) approves them. This provides a clear audit trail of sign-off and supports re-review cycles.
No. The toolkit is designed for guidance and routing. It does not store patient-identifiable information.
AI (optional)
Optional tools are available to help administrators improve clarity of instructions or generate suggested questions. These features can be switched off.
No. Any AI-generated content is treated as draft and must be reviewed and approved locally before it can be used live.
Yes. AI features are controlled with feature flags and can be disabled at practice level.
Support
We provide onboarding support and practical help to get your practice set up, plus ongoing support for questions and updates.
The toolkit includes a suggestions mechanism for continuous improvement, and you can also contact us directly.
