Enterprise DNA

Leadership and data · Live demo

Daily owner briefing for allied health clinic groups

Sends the owner and operations team a short briefing every weekday at 7am: yesterday's appointments by clinic, cancellations, today's booked hours and anything the practice managers flagged.

InternalEmailYour data SummariesAnswers from your dataIntegrations
Live demo

Talk to Ava at Riverbend Allied Health

Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

The owner opens four reports and a dozen Teams messages every morning to find out how yesterday went, and still misses that one clinic is half empty today.

How it works

  1. Pulls yesterday's appointments, cancellations and no-shows by clinic from Cliniko
  2. Shows today's booked hours against available hours
  3. Adds open urgent IT tickets and notes from practice managers
  4. Sends it by email and Teams at 7am each weekday
  5. Reports what changed and leaves the meaning and next steps to the owner

What it connects to

  • Cliniko
  • Power BI
  • Microsoft Teams
  • Employment Hero
Sample email thread
  1. Claire (chief executive)Morning Ava. Anything I should look at from yesterday?
  2. AgentMorning Claire. Yesterday was 702 appointments across eight clinics. Robina had 11 no-shows, the most of any clinic. Today Robina is 64 percent booked, the lowest in the group.
  3. Claire (chief executive)Why is Robina so low?
  4. AgentThe figures don't show a reason. Two Robina clinicians are on leave this week, according to the roster. If you'd like, I'll ask Tom Bracken to look into it and reply to you today.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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