New Feature

Workflow Builder

Pulse can now manage entire clinical programs — not just individual tasks. Through a simple conversation, clinic owners define multi-step workflows that Pulse executes automatically, tracking every revenue moment from first booking to program renewal.

👥

Roles

Every workflow step has an owner. Pulse knows who's responsible and routes tasks accordingly.

Pulse — automated actions (reminders, booking links, results delivery, escalation)

Doctor — clinical decisions (result reviews, plan creation, adjustments)

Owner / Staff — coordination (scheduling prep, follow-up calls, escalations)

Patient — actions required (book, confirm, attend, respond)

⚡

Triggers

Events that start or advance a workflow. Pulse watches for these automatically — no manual input needed.

EMR event — doctor flags patient, lab PDF uploaded, appointment completed

Time-based — X days after enrollment, monthly recurrence, SLA expiry

Patient action — opened email, booked appointment, confirmed visit

Manual — staff clicks a button in the dashboard

📋

Task Lists

Each role gets their own task queue. Doctors see clinical reviews, owner sees scheduling and escalations.

Doctor portal — review results, approve plans, mark as reviewed

Staff dashboard — existing S1–S6 screens, now connected to workflows

Owner alerts — email/WhatsApp escalations when SLAs are breached

🚨

Escalation & SLAs

Every step has an expected timeframe. If it's exceeded, Pulse escalates automatically — no work falls through the cracks.

Warning — approaching SLA deadline, gentle reminder to owner

Breach — SLA missed, task escalated to owner via WhatsApp

Fallback — if still unresolved, create manual task for the owner

💰

Revenue Moments

Every workflow has steps that generate or protect revenue. Pulse identifies these automatically during onboarding — by parsing your website and confirming pricing in conversation — then tracks them in real time.

Booking conversion — patient books after enrollment. Revenue starts here.

Renewal conversion — program end = upsell opportunity. Pulse sends progress summary + renewal offer.

Drop-off risk — patient disengages mid-program. Pulse alerts owner before revenue is lost.

No-show rescue — missed appointment = revenue at risk. Pulse auto-reschedules within 24h.

Example: Weight Loss — 6 Month at €199/mo = €1,194 per patient. With renewal: €2,388. Pulse tracks this from day 1.

How it works end-to-end

Owner chats with Pulse

Define

→

Workflow generated

Review

→

Owner approves

Activate

→

Tasks assigned

Execute

→

Live tracking

Monitor

→

€ Revenue tracked

Earn

What this introduces

NEW

Conversational workflow design

Instead of complex forms, the owner describes a program in plain language. Pulse builds the structured workflow through a back-and-forth conversation.

NEW

Doctor task queue

Doctors now have their own portal with a prioritized list of clinical tasks — result reviews, plan approvals, patient follow-ups. They get notified via email when new tasks arrive.

NEW

EMR-connected triggers

Pulse monitors the EMR (Crossuite API) for events like lab uploads, patient flags, and appointment completions. Workflows advance automatically without manual input.

NEW

Multi-role coordination

Workflows span across Pulse (automation), doctors (clinical), owner/staff (admin), and patients (actions). Roles are flexible — no front desk? Pulse assigns tasks to the owner directly.

NEW

Revenue moment tracking

Pulse parses your website for pricing during onboarding, then tags every step that generates or protects revenue. Live dashboards show program value, collected amounts, and at-risk revenue per patient.

NEW

Reusable templates

Once a workflow is approved, it becomes a template. "Weight Loss — 6 Month" can be applied to any patient with one click. Templates can be shared across clinics.