Pulse Packs – Pulse Platform

The Pulse Workflow Library is a curated collection interactive workflows for Finnancial Services, Healthcare & Life Sciences and High Tech Industries built on top of Pulse Core — our powerful workflow engine.

Whether you’re just getting started or looking to optimize your processes, this library offers ready-to-use templates that reflect real-life operational paths, compliance requirements, and industry-specific nuances.

Financial Services

Capital Markets

Commercial Real Estate

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Healthcare & Life Sciences

Providers

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Patient Intake Process

MLTC Enrollment

Manage the intake, eligibility verification, and enrollment of clients into MLTC plans to ensure they receive long-term care services.

Key Features:

Capture referral and intake information
Verify Medicaid eligibility and MLTC assessment completion
Assign care manager for enrollment coordination
Track MLTC selection and plan submission
Manage enrollment status updates and approvals

MCO Enrollment

Orchestrate client enrollment into Medicaid Managed Care Organization (MCO) plans, ensuring timely submission and service continuity.

Key Features:

Intake and eligibility validation for MCO programs
Manage plan selection forms and consent
Assign tasks for benefits coordination and documentation collection
Track enrollment status milestones (submitted, pending, confirmed)
Generate follow-ups for missing information or delays

Medicaid Enrollment

Support clients in applying for and securing Medicaid coverage, including document collection, eligibility assessments, and case management follow-up.

Key Features:

Intake pre-screening to determine Medicaid eligibility
Document checklist management (proof of income, residency, ID, etc.)
Submit Medicaid applications electronically or manually
Track application progress and caseworker communication
Flag urgent cases for expedited handling

Plan Change

Manage client-initiated or agency-initiated changes to health plans, ensuring service authorization and provider continuity.

Key Features:

Capture reason for plan change request
Validate new plan eligibility requirements
Submit change forms and update payer records
Notify providers and care teams of the change
Monitor approval/confirmation from the new plan

Agency Switch

Coordinate the transfer of clients between home care or service agencies while ensuring no disruption in services.

Key Features:

Capture client request and reason for agency switch
Notify current and new agencies of transfer intent
Manage discharge planning with the outgoing agency
Set up service initiation with incoming agency
Update payer and authorization records accordingly

Service Change

Handle client requests to adjust services (hours, service type, provider) and ensure timely authorization and staffing.

Key Features:

Intake request for service change (e.g., increase in hours, different service type)
Validate medical necessity or authorization requirements
Update service orders and care plans
Assign staff/resources for updated services
Communicate changes to client and caregivers

Caregiver Matching

Match caregivers to clients based on preferences, qualifications, location, and service needs to optimize care experience.

Key Features:

Capture client and caregiver preferences (language, skills, personality traits)
Search caregiver database based on location and qualifications
Present best matches to intake or care management teams
Assign caregiver and notify both parties
Track caregiver acceptance and first visit confirmation

Field Marketing

Source Engagement

Track, manage, and nurture referral sources (e.g., hospitals, clinics, social workers) to maximize lead generation and strengthen partnerships.

Key Features:

Referral Source Database Management:
Maintain an up-to-date directory of referral partners with contact details, type (hospital, clinic, social worker, etc.), and engagement history.
Source Categorization and Scoring:
Categorize sources by type, performance, and potential. Score based on volume and quality of referrals.
Visit Tracking and Relationship Management:
Schedule and log source visits, calls, and touchpoints. Track relationship health over time.
Referral Volume Reporting:
Monitor number of referrals by source, identify top performers, and flag underperforming sources for re-engagement strategies.
Source Development Action Plans:
Set follow-up tasks and campaigns (e.g., educational events, materials delivery) to build or revive source relationships.

Field Rep Onboarding

Ensure new field marketing representatives are fully trained, credentialed, and equipped to engage referral sources effectively and compliantly.

Key Features:

Credential and Background Verification:
Manage document collection (licenses, certifications, background checks) and track onboarding status.
Territory Assignment:
Assign reps to specific geographic territories or market segments based on strategic coverage needs.
Training Program Management:
Assign and track completion of required training (e.g., home care services overview, compliance, sales protocols).
Onboarding Checklist Automation:
Guide reps through onboarding steps: system access setup, materials distribution, introductory meetings, shadowing sessions.

Performance Ramp-Up Tracking:
Monitor early activity and engagement (first source visits, first referrals generated) to ensure reps are ramping successfully.

Recruiting

Onboarding

Authorization / RCM

Case Management

Coordination

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Assessment & Admission

New Tenant Inquiry Intake

Capture and qualify incoming tenant inquiries through web forms, phone calls, or broker submissions. Automatically create a lead record, assign a leasing agent, and trigger an initial needs assessment checklist.

Capture inquiry source and basic contact details

Assign to intake team or leasing agent based on property/location

Trigger pre-screening checklist (budget, space requirements, timeline)

Schedule property tours if qualified

Hand off to leasing or property management after qualification

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Shift Handover & Staffing

Lease Management & Renewal

Manage active residents by tracking lease milestones, sending renewal notices, and coordinating lease amendments. Automate renewal offers and escalations if a response is not received within set timelines.

Track lease expiration dates

Auto-notify residents and agents 90/60/30 days before lease end

Send renewal options with dynamic terms based on occupancy goals

Create tasks for negotiation or documentation updates

Flag units for marketing if residents decline renewal

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Medication Management

Treatment & Procedures

Patient Education

Quality & Safety

Competency & Training

Supplies & Equipment

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Admissions & Intake

Outreach & Referral Relations

Recruiting

Staff Onboarding & Credentialing

HR & Compliance

Utilization Management & Revenue Cycle

Clinical Case Management

Program Coordination & Scheduling

High Tech

Software and Services

Professional Services
SAAS

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MLTC Enrollment

MCO Enrollment

Medicaid Enrollment

Plan Change

Agency Switch

Service Change

Caregiver Matching

Source Engagement

Field Rep Onboarding

New Tenant Inquiry Intake

Lease Management & Renewal

Company

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