Foundation and one item list
We agree the plan, set up sign-in for the team, and build one shared list of every medication and supply item across the four clinics, loaded with a real stock count.
- One item list for all four clinicsEnd of week 3
- Northgate stock counted into the appEnd of week 4
Each clinic names the same item differently today, so agreeing one item list comes before anything can be compared across clinics.
Kickoff and the build plan
A working session to walk through how stock is ordered and counted and how the schedule is built today, at each clinic. From it we write the build plan, the checklist we build and test against.
Accounts in Bramble & Oak's name
The app runs in accounts that Bramble & Oak owns and pays for, so the app and its data belong to you from day one.
Clickable prototype first
Before anything is coded, a clickable prototype of the main screens with sample stock and shifts, so your team can try the inventory list, a transfer and the schedule and tell us what is wrong while it is still cheap to change.
Sign-in, roles and clinics
Everyone signs in with their own account. Medical director, practice manager, inventory lead, clinic lead and staff each see only what their role needs. The four clinics are set up with their hours and surgery days.
One shared item list
The four clinics' stock lists merged into one, so "Maropitant inj" at Millbrook and "maropitant 10mg/ml vial" at Cedar Lane are the same item. Anything we can't match goes on a list for you to decide.
Count Northgate into the app
Simone's team counts Northgate's pharmacy and surgery prep on a phone, lot by lot with expiry dates. This is the first real test of the count sheet and gives us real lots to build on.
Month review and next plan
At the last check-in of the month, what got done, what moved, and the board for Month 2.