Agentic Workflows

Ask Clara to create a finding and she creates it, opens the record, searches the standard, attaches the evidence, tags the department, drafts the corrective action. Every step is a named action on live data, logged and reversible, and yours to approve.

Clara's Toolset

Named Actions, Not Vague Assistance

Clara does not have a general talent for helpfulness. She has a list of functions she can call, the same functions your team calls, on the same records, under the same permissions. Here is the list.

Creates Findings

Describe what you saw and Clara opens the finding against the right internal audit or round, classifies it, tags the department and location, and leaves it in draft until you submit.

Finds the Standard

Clara searches NIAHO chapters, CMS Conditions of Participation, ISO 9001 clauses, NFPA and OSHA requirements for language that matches your finding, then attaches the citations you confirm.

Pulls the Policy

Ask which policy governs what you just documented. Clara searches your MyPolicy library, returns the current approved version, not last year's, and links it to the record as evidence.

Drafts the CAP

Clara proposes a corrective action plan with root causes, action items, owners and due dates, drawn from how your organization actually resolved similar findings before. Your quality lead edits and assigns.

Assigns and Routes

Clara hands work to the right owner in the right department and sets the due date from your own CAP policy. The owner gets a notification, not a surprise at the next committee meeting.

Answers From Your Data

Ask how many falls the ICU logged last quarter, or which CAPs are overdue in surgery. Clara queries live records rather than a nightly export, and shows you the records behind the number.

One Request. Six Actions. Two Places You Say Yes.

This is a real sequence, not a metaphor. A surveyor-grade finding normally costs a coordinator ten minutes and three screens. Here is the same finding as one sentence spoken on the unit, with the two moments where Clara stops and waits for you.

1. You ask

"Create a finding, sharps container above the fill line in 3 West, and pull the standard." Spoken into Clara on a phone during a walkthrough, or typed at a desk.

2. Clara opens the record

The finding is created against your active internal audit, location 3 West, department Environment of Care, classified as an infection prevention observation.

3. Clara proposes citations

She returns the OSHA bloodborne pathogens requirement and the CMS infection prevention and control Condition of Participation at 42 CFR §482.42. You confirm which attach.

4. Clara links the policy

She searches MyPolicy for your sharps disposal policy, confirms it is the current approved version, and attaches it to the finding as evidence of the governing requirement.

5. Clara drafts the CAP

Action items, an owner in Environmental Services, and a due date calculated from your own corrective action policy, not a generic default.

6. You review and submit

The second gate. Edit anything. Then one submit lands the finding, both citations, the policy link and the CAP as one connected record with a complete audit trail.

Elapsed time: the walk to the next unit.

A Co-Pilot, Not an Autopilot

Every action on this page is a request Clara fulfills, never a decision she makes alone. She works inside your role-based permissions, writes to the same audit trail your team writes to, and stops at the gates you set. You stay in control; Clara keeps you moving.

Permission-Bound
Logged Like a User
Draft by Default
Says When She Doesn't Know