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For any enquiries regarding Practice Compliance please contact our Operations Team.

Operations - Latest Content

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A useful one pager which details line entries on costs and KPI’s that need to be entered by...

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This is a video guide to the new BI Excellence Performance and Optimization app.

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This video explains how your Health Index Score is broken down across the metrics

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The Weekly Score Graph allows you to see your Health Index performance across the year. Thi...

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This video explains how the Till Discrepancy metric works

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This video explains how the Emails metric works

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This video explains how the Miscellaneous Sales metrics work

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This video explains how the NHS debtors metric works

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This video showcases the scoring section of the Health Index and how to interpret the resul...

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Please follow the instructions in this video to sign in to Microsoft Power B, as this is wh...

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A user guide and FAQ document for completing a stock take using the Optix 2 module.

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This section contains some of the most commonly-asked questions we receive. We will update ...

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If you need the link for your End Of Year Support Pack to be re-sent, please <a href="https...

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When you are performing a stock take in Optix, there is a best method for completing it acc...

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Before you submit your stocktake, you will need to account for any variances you have been ...

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End of year Main tasks checklist for other versions of Optix or PMS

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If you are not currently using HG Optix then your stocktake willl need to be completed manu...

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Please find a guide on how to access the performance tracker and how to accurately update i...

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This guide shows you what to fill in for the different categories on your daily KPI sales t...

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To help you correct errors before they lose you points, we now have a facility that...

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This video explains how the Sight Test metric works

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This video explains how the Petty Cash metric works

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This video explains how the Ad Hoc metric works

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This video explains how the Corporate Debt metric works

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This video explains how the Aged Cash Debt Metric works

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This video is a quick run-through of all of the features the Health Index has to offer and ...

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A brief introduction to the Health Index and how this supports your practice 

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We are once again approaching the end of the year and this means that, just as in previous ...

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Some hints and tips on how best to prepare to ensure your stock take process is as smooth a...

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When you are preparing for or performing your stock take, should you find you need to repla...

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A printable copy of the end of year checklist to cover the twelve practice

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End of year Main tasks checklist for HG Optix practices

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A small proportion of your stocktake still needs to be completed manually. To help you with...

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