Work
Courses, sessions and plans
A course is work with a patient, a planned session count, a therapist, attendance and a completion state.
Why it matters here The course is the unit of both outcome and revenue.
In practice Sixty-four courses stopped before their planned session count.
Workflows
Approvals, authorisations and claims
Funder approvals, extensions and claims move through defined steps with states and ages.
Why it matters here Treatment delivered without approval is treatment at the practice’s risk.
In practice Nineteen funded patients awaiting approval with treatment pending.
Workforce
Therapists, rooms and equipment
Therapist, room and equipment availability is recorded against sessions and utilisation measured.
Why it matters here Capacity is the constraint and it idles unevenly.
In practice Two therapists below fifty-five percent while the waitlist runs two weeks.
Relationships
Patients, referrers and funders
Patients carry their courses, attendance, funders, referrer and contact history; referrers carry their volume.
Why it matters here Referrer relationships supply the practice and are rarely tracked.
In practice Referral volume by source and its conversion into courses.
Records
Assessments and outcome measures
Initial assessment, outcome measures and discharge attach to the course.
Why it matters here Course completion and outcome together are what the practice can actually demonstrate.
In practice Outcome measures compared between completed and incomplete courses.
People
Therapists and reception
Staff are modelled once, with sessions, courses and outcomes attributed.
Why it matters here Adherence and completion vary by therapist and are worth understanding.
In practice Course completion rate by therapist.
Reports and analytics
Adherence, utilisation and funding reporting
Course completion, attendance adherence, approval turnaround, utilisation against waitlist and cancellation patterns come from the records.
Why it matters here The practice’s clinical and commercial questions are the same question: did the course complete.
In practice Completion rate by condition, therapist and funder.
Verity AI
Ask the practice a question
Verity AI answers from your own course, appointment, approval and capacity records, respects permissions, and can create assigned follow-ups.
Why it matters here The valuable questions are about courses stopping and capacity idling.
In practice "Which courses stopped early?" returns sixty-four with contact assigned.
Communication
Patient contact recorded
Reminders, follow-ups and funder correspondence attach to the course or patient.
Why it matters here A patient who stopped attending is contactable for a short window.
In practice A follow-up recorded, so the next call knows what was said.
Control
Who can discount and extend
One permission model and one audit trail across every record.
Why it matters here Session discounting and course extension are both commercial decisions made clinically.
In practice A course extension recorded with its funding basis.
Locations
Clinics, rooms and gym area
Locations carry their own capacity, equipment and utilisation.
Why it matters here Rehabilitation space is a shared resource with its own constraints.
In practice Gym area utilisation against session types requiring it.
Orders
Session fees, packages and funded rates
Fees, packages and funded rates are recorded against the course and patient.
Why it matters here A course part-delivered is part-billed and part-unearned.
In practice Package balances against sessions delivered.