COWORK WORKFLOW

Clinic owners · Managers · Operations teams

Make the next operations meeting more useful.

Turn authorised CMS data or clinic exports into a working view of appointments, attendance and follow-up gaps, with questions your team can act on.

This is one example of Cowork at work. Use the same workspace for everyday tasks, reusable skills and AI coworkers shaped around your team.

Free for one month from activation, by invitation. Limited usage.

A starting prompt

“Organise this authorised appointment data into an operations review. Explain the metric definitions, highlight missing data and draft questions about attendance and follow-up gaps.”

EXAMPLE OUTPUT

Clinic operations review

AreaPrepared for review
AppointmentsBooked, attended and cancelled activity
Follow-upOutstanding work for staff to check
Data qualityDefinitions, missing entries and duplicates

Prepared by AI. Reviewed by your team.

Illustrative output structure, not a patient record or a live product screenshot.

Use Cowork for this task and everyday work.

Use the same workspace for this task and your everyday documents, data and routine work, with skills and guidance included.

Healthcare skills, ready to use

Start from skills we have built for clinics, including full analyses such as a check-up population review. Read the steps, try them and adjust them to your clinic.

Work with the systems you already use

With your institution’s permission, Cowork works in your current clinic system through supported connections. We confirm what is supported for your setup.

AI model usage is included

No separate AI subscription. The models Cowork uses are listed in our Trust Center.

A team to help you get started

We help you pick a first task and learn the skills, through guided onboarding and live community sessions.

Free for one month from activation, by invitation. Limited usage.

What to bring

  1. 01Authorised appointment data from an export or supported CMS workflow
  2. 02Your definitions of booked, attended and cancelled
  3. 03A reporting period and the decisions you want to support

What to prepare

  1. 01A working table or dashboard specification
  2. 02A draft review of activity and follow-up gaps
  3. 03A prioritised list of questions and possible next steps

What you review

Check duplicates, status definitions and completeness against the original system. Treat a possible gap as something to investigate, not proof of lost revenue or a clinical conclusion.

Start with an agreed scope

Start with an authorised export or a supported CMS workflow. We confirm the available access and task during onboarding. Custom connections, scheduled refresh and institution-wide deployment are scoped separately.

Cowork can help with more than this task.

Start with everyday work, keep the methods that help and shape AI coworkers around your team’s responsibilities.

Everyday work

Turn files, information and routine tasks into useful results.

Ready-made skills

Start from healthcare skills, including full analyses, and adjust them.

Your AI team

Bring skills together around a clear job, sources and human decisions.

Explore what Cowork can do