Pulse Quickstarts
Bringing your Organization to Life with
intelligent processes dynamic visuals useful automations insightful reporting
Pulse QuickStarts are streamlined, pre-configured implementations designed to rapidly deploy proven Pulse workflows, enabling organizations to go live faster while maintaining flexibility for future expansion.
Custom Home Page Worklist
(Your Agents Command Center)
Think of this as your Spreadsheet on steroids. Users log in and immediately see exactly what they need to work on. Nothing more, nothing less. The worklist supports inline editing, sorting, filtering, and dynamic views by role or user. Admins can customize what each team sees, so intake reps, managers, and leadership are not staring at the same cluttered list.
The result:
- Less time searching
- Fewer dropped balls
- Clear ownership of work
- Higher productivity across the team
Home Page Support, Guides, and Links
Your home page isn’t just a list, it’s guidance. We configure it with:
- Help articles
- Process guides
- Important links
- A simple support ticket flow
This ensures users know what to do, when to do it, without relying on tribal knowledge or Slack messages.
Referral Intake Process
We configure a structured referral pipeline that reflects how your team actually works.
Each stage represents a real action that must happen before moving forward. The system tracks:
- How long referrals spend in each stage
- Who is working on what
- How many referrals are in the pipeline
- Where things slow down
The system drives the process instead of relying on memory or manual follow-ups. Your reps stay focused on execution and client experience.
Referral Source Setup & Management
We set up referral sources properly from day one so you can actually learn from them.
Whether referrals come from:
- Digital marketing campaigns
- Case managers or clinicians
- Hospitals or partner organizations
You’ll be able to see:
- When a source last sent a referral
- Volume over time
- Conversion rates
- Top-performing vs stale sources
This allows you to focus marketing time and dollars where they actually matter, instead of guessing.
Intake Workflow
(Smart, Not Rigid)
The intake workflow is tailored to your requirements and includes:
- Key data collected at the right time
- Predefined actions that depend on one another
- Tasks that only open when they’re relevant
This avoids bloated forms and unnecessary steps. The workflow adapts to the scenario, keeping intake efficient and clean.
Dashboards & Visibility
Out-of-the-box dashboards give leadership immediate visibility without extra effort.
Examples include:
- Referrals created today, this week, this month
- Referrals by rep
- Time from creation to close
- Top referral sources
- Admissions starting this week
Managers can subscribe to dashboards and spot bottlenecks early, turning intake into a repeatable machine instead of a black box.
Contact & Relationship Management
We set up meaningful relationships between contacts so you know who’s who.
Caregivers, case managers, emergency contacts, family members. All connected clearly, with context. This eliminates confusion and ensures the right people are contacted at the right time.
Chatter: Built-In Team Comms
Chatter keeps internal communication tied directly to the work.
Your team can comment on referrals and intakes, tag teammates, and see a clear history of updates and decisions. All in one place. This reduces email and Slack back-and-forth and ensures nothing gets lost.
For managers, it provides quick visibility into where things are stuck and who is involved. For reps, it keeps conversations simple and contextual, right where the work happens.
Everything Else
Beyond the core intake and referral workflows, the Quickstart also includes a handful of important capabilities that quietly remove friction from day-to-day operations.
Leads from your website and other systems flow directly into the system, eliminating manual entry and missed inquiries. Once intake is complete, profiles can be created in external systems (HHA eXchange, AlayaCare, CentralReach and more) with a single click, ensuring data passes over cleanly and consistently.
Email and calendar activity sync with Outlook or Gmail so conversations and meetings stay connected to the record without extra effort.
And while the Quickstart is intentionally focused, it’s built on the same foundation as a full implementation. That means you can add departments, integrations, automation, and more advanced reporting over time without rebuilding or starting over.
Focused now. Expandable later.
