One Rule. Every Module.

A failed field on a rounding form can open a corrective action, assign it to Facilities, and set the deadline. A finding that cites a policy can push that policy back into review. You write the rule once; the platform runs it everywhere.

Ten Rules Hospitals Actually Write

None of these needed a developer. Each one is three choices, the thing that happened, the condition that has to be true, and what should happen next. What makes them work is that all three can come from anywhere in the platform.

  1. Rule 1Modules crossed: Rounds → Findings → Tasks
    When

    A rounding form field is answered outside the acceptable range

    If

    Severity is high and the location is a patient care area

    Then

    Create a finding, assign to Facilities, due in 3 days, notify the unit manager

  2. Rule 2Modules crossed: Audits → RCA → CAP
    When

    An internal audit finding is created

    If

    The nonconformity is graded at the higher severity category

    Then

    Open a root cause analysis, start the corrective action clock, notify the department director and the accreditation coordinator

  3. Rule 3Modules crossed: Findings → MyPolicy
    When

    A finding cites a policy

    If

    That policy's last review is more than twelve months old

    Then

    Put the policy into edit mode and start its approval workflow, assigned to the policy owner

  4. Rule 4Modules crossed: CAPs → Effectiveness Monitoring
    When

    A corrective action plan reaches the end of its monitoring window

    If

    The effectiveness criteria were not met

    Then

    Reopen the plan with its history attached, escalate to the quality director, mark it as a recurrence

  5. Rule 5Modules crossed: Findings → Risk Register
    When

    The same standard is cited twice within twelve months at one site

    If

    Both citations are open or closed-ineffective

    Then

    Create a systemic risk entry in the risk register and put it on the QAPI committee agenda

  6. Rule 6Modules crossed: Rounds → Tasks
    When

    A scheduled round passes its due date

    If

    Overdue by more than 48 hours

    Then

    Notify the unit manager; at 96 hours, notify the department director

  7. Rule 7Modules crossed: Vendor Management → CAPs
    When

    A contract evaluation is scored

    If

    The vendor scores below your threshold and provides clinical services

    Then

    Open a vendor corrective action plan and notify contract management

  8. Rule 8Modules crossed: Standards → MyPolicy → Tickets
    When

    A standard in the library is revised

    If

    One of your policies is mapped to that standard

    Then

    Flag the policy for gap review and create a ticket for its owner

  9. Rule 9Modules crossed: Audits → Improvement
    When

    An audit closes

    If

    It contains at least one noteworthy effort

    Then

    Route it to the improvement library and notify every unit with the same process area

  10. Rule 10Modules crossed: Findings → Quality Objectives
    When

    A finding is created in a department

    If

    That department has an open quality objective on the same measure

    Then

    Link the finding to the objective and update the objective's status

Rule 3, Step by Step

The Finding That Reviews Your Policy

The most useful rule on the list is the one nobody thinks to ask for. When an auditor cites a policy in a finding, that policy has just been shown not to work, and it should not wait for its scheduled review date.

Pick What Starts It

The trigger is an object, not a form: "a finding is created". Anything the platform creates can start a rule, a round submitted, an audit closed, a CAP overdue, a contract scored, a standard revised.

Add the Condition

Narrow it until it is the case you actually mean. Here: the finding cites a policy, and that policy has not been reviewed in twelve months. Conditions can read any field on the triggering object or on the objects it links to.

Choose What Happens

Actions reach across modules. This one moves a policy into edit mode, opens its approval workflow, and assigns it to the owner of record, three things a person would otherwise have to remember to do in a different part of the platform.

Watch It Run

Every rule keeps a run history: what fired, what it created, and what it skipped. When a surveyor asks how a policy came to be under review, the answer is a record with a date on it, not a recollection.

Related

Read the rule back before it runs

A rule nobody can read is a rule nobody trusts, and an administrator who cannot explain one will not turn it on. Every rule states itself in a single sentence — what starts it, what has to be true, what happens next — directly above the panels you built it in. You approve the sentence, so the rule that runs is the rule you read.

Automation rule named Hospital finding to CAP plus notify, stated as one WHEN, IF and THEN sentence above the When trigger, Conditions and Then action panels it was built from

Every task it opens carries its own trail

Work that appears in a queue with no explanation gets ignored, and quality work that gets ignored shows up again at the next survey. A corrective action opened by a rule keeps the link back to it, so asking Clara why it is in your queue returns the rule that made it, the finding that triggered it and the condition that matched. Nobody has to reconstruct it later.

Completed action item titled Update incident response procedures, with a Clara reply naming the rule that created the corrective action, the finding that triggered it and the condition that matched

The rule that stopped meaning what it meant

Forms get edited and departments reorganize, and a condition that picked out the exception last quarter quietly starts matching everything. Clara watches how often each rule fires against its own recent history and tells you when one breaks its pattern. You adjust the condition while it is still a configuration question, not after a year of noise.

Clara message headed Unusual rule activity detected, comparing one rule current-period trigger count with its previous average and showing the percentage change

How Clara AI Enhances Automations

Need a rule? Describe it, or point Clara at the policy that already spells out the process. She turns "when a Life Safety round fails a rated-door check, open a CAP for Facilities within three days" into a configured rule and shows you the trigger, the condition and the action she chose. Nothing runs until you turn it on.

Drafts the Rule
Suggests the Missing Rule
Explains Why It Fired
Flags the Rule That Misfires