Standardise data entry
- Decide team-wide on how addresses are captured — full street + suburb, never just suburb.
- Pick a default frequency for each service so admit dialogs guide everyone to the same answer.
- Settle on what 'pause' means versus 'discharge' — the difference matters for reporting.
Roles map to responsibilities, not seniority
Admin is for the people who triage referrals and balance caseloads — typically a practice manager and a few senior therapists. Don't make every senior an admin: extra admin seats blur accountability and make Insights noisier.
Audit the Waitlist weekly
A waitlist that grows without bound is a signal. Either capacity needs to scale, services need to gate, or the routing rules need a tweak. Set a recurring 30-minute meeting every Monday to clear the Waitlist — admit, decline, or note why something is stuck.
Use the org home + clinics as anchor points
When therapists set personal home addresses, route planning works for them individually. When the org home is set, the route planner has a fallback for staff who haven't set theirs. Add clinics for any space you book sessions out of — they pin on the map and give the team a shared sense of the geographic spread.
Plan reporting cadence
Insights gives you the live picture. The PDF report exports (rolling out) will give you the documents to send to stakeholders. In the meantime: take a screenshot of Insights at the end of each month, drop it into your management deck, and you have a baseline that tells the same story month-on-month.