Guide to Success

How to get the most out of your investment

We want you to succeed with ClinicDrive – not just get it installed.

We know what it takes to create peace of mind, structure and strong results from day one, because we’ve guided many Danish clinics through exactly the same journey.

Here’s our recommended implementation guide. Follow it, and you’ll be well on your way to enjoying the same benefits other clinics already experience in their daily work.

  1. Appoint a ClinicDrive lead at your clinic

    Assign a named person to take responsibility for ClinicDrive as your main contact and coordinator. This keeps things moving and ensures consistency and focus.

  2. Upload employee data

    Upload all employees’ core details and balances before launch, so time tracking, scheduling and payroll calculations work correctly from the start.

  3. CD Academy – an introduction for everyone

    All employees must have reviewed the introductory materials. This creates a shared understanding and makes day-to-day use easier.

  4. Create at least 20 tasks

    Document them in ClinicDrive before going live, so the foundations for task management and clear responsibilities are in place.

  5. Time tracking and approval

    Everyone records their time daily, and their line manager approves it at least every 14 days.

  6. Daily use of the planning tools

    Active, daily use by all staff provides a clear overview and minimises errors.

  7. Month-end close

    Completed every month by the 26., keeping reports, payroll data and statistics up to date.

See also: How onboarding works

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