Clinic Pulse
All features

Reports & alerts

Nobody should have to remember to go and check

A recap that arrives after your clinic closes rather than at a fixed hour, notifications that reach a phone, and a dashboard shaped for each job on the team.

Today

Needs attention · 3 items

Checklist overdue

“Opening checks” was due at 9:00 AM

Checklist flagged 2 items

Fridge temp 46°F · corrective action opened

After-close recap sent

3 locations · 11 of 12 completed

The difference

Three details that decide whether anyone keeps reading them

The recap waits for your close, not the clock

The end-of-day email does not go at a fixed hour. It holds until every location it covers is past its last checklist of the day plus fifteen minutes, worked out in that clinic’s own timezone. A regional manager over three time zones gets one email once all three have actually shut.

Push that reaches a lock screen

Real notifications on the phone, through the browser or the iOS app, not a badge somebody has to be logged in to see. Each person can mute the kinds they do not want, per device.

A holiday does not read as a failure

Closure days and one-off task exceptions come out of what was expected before anything is counted, so a bank holiday shows as closed rather than as a location that missed every checklist.

Also included

  • An after-close recap per location: what was completed, what was missed, and every flagged answer with its value, the reason given and who checked it.

  • Weekly and monthly versions of the same thing with a completion percentage, how many runs were late, and for the month the templates missed and flagged most often.

  • An exceptions-only option that sends nothing at all on a clean day, so the email means something when it does arrive.

  • Digest recipients do not need a login. A regional manager or an owner can be on the list by email address alone, scoped to the locations they care about. Anyone with an account can also subscribe themselves from their notification settings.

  • Push reminders for a checklist due within the hour or already overdue, a certification expiring in 30 days, in 7 days, or expired, and yesterday’s patient volume never logged. Each state fires once rather than nagging.

  • The missing-data nudge works out a location’s real operating days from its own history instead of assuming Monday to Friday, so a Saturday clinic gets chased and a Monday-closed one does not.

  • Event notifications people actually want: the schedule is published, an announcement needs acknowledging, an attestation is still outstanding, a goal hit its target.

  • A weekly performance email to admins, supervisors and managers: last week against the week before, day by day per location, pace against the monthly target, supply spend against budget, and active goals. Plus a Monday goal summary of what is in progress, due within seven days, and past due.

  • A monthly PDF built on the first of the month covering patient volume, supply costs with your top vendors, outreach, goal progress and custom trackers. Turn any section off, send it to any list of addresses, or generate last month’s on demand.

  • A volume alert rule per location: tell it a number and how many consecutive days, and it emails when the clinic runs below that for the whole stretch, skipping days with no data rather than treating them as zero.

  • Six dashboards for six jobs. Today for the person opening up, the clinic Dashboard and Analytics for a manager, Org Overview for multi-site leadership, Team Pulse for the floor, and Compliance Overview for whoever owns the binder.

How it works

How an ordinary day turns into a recap

  1. 1

    Say who gets what

    Build the digest list, including people without accounts, and scope each one to the locations they cover. Everyone with a login picks their own push preferences and can turn off the kinds that are not their job.

  2. 2

    The day runs

    Checklists come due. A cert edges toward its expiry. Yesterday’s volume does or does not get logged. Nobody has to remember to check any of it.

  3. 3

    Something slips, and a phone buzzes

    An overdue checklist, an expiring certification, a missing log. A flagged answer goes further: it opens a corrective action and tells the managers for that location straight away.

  4. 4

    The clinic closes and the recap goes out

    Fifteen minutes after the last checklist of the day expires, one email per recipient covering all of their locations: done, missed, flagged.

  5. 5

    The weekly and monthly reports widen the view

    The weekly performance email lands on the day and hour you pick, with the past week against the week before, pace against target and the holes in the coming week. On the first of the month the PDF is built and sent. Between times, the dashboards are there when somebody wants to look rather than be told.

FAQ

Questions clinics ask first

Are these real push notifications, or just something inside the app?

Real ones. They arrive on the lock screen whether or not the app is open, through the browser on desktop and Android and through the iOS app on an iPhone. Each person chooses which kinds they get and can turn push off for one device without affecting another. Email is separate and always available for anyone who would rather not have notifications at all.

Does anything escalate to my boss if a checklist is missed?

No, and it is worth being precise about that. An overdue checklist notifies the people assigned to that location, once, and it appears in the after-close recap and on Today. A flagged answer goes further: it opens a corrective action and notifies that location’s managers immediately. But nothing re-sends to a more senior person after a first notice goes unanswered. The visibility comes from the recap and the dashboards rather than from a chain of notifications.

Can I choose when things arrive?

Mostly not, and it is a deliberate trade. The after-close recap is timed off your own checklists, so it moves when your hours move rather than needing to be reconfigured. The weekly performance email goes out on the day and hour your organization picks, and the monthly PDF on the first of the month. What you also control is whether each thing is sent at all, who receives it, which locations it covers and, on the monthly PDF, which sections are in it.

Can our regional manager get the reports without a login?

Yes. The digest list takes plain email addresses, and each entry is scoped to the locations that person covers. It suits an owner, a regional manager or a consultant who wants the picture without another account to manage.

Is there SMS?

No. Email and push notifications are the main channels. Managers can also connect the Clinic Pulse Slack app for a morning rundown, shift request approvals and a log reminder by direct message.

What can I set an alert rule on?

One thing today: patient volume below a number you choose, for a run of consecutive days you choose, per location. It skips days with no data rather than counting them as zero, and it will not fire twice in a day. Everything else that notifies you is built in rather than configured, which covers most of what clinics actually want to be told about.

More questions? Read the full FAQ

See it running on your own clinic's data

Starter checklists are ready the moment you sign up.