Clinical Resources
The three Healthcare screens that keep staff, equipment, and supplies ready to work — Staff Rosters, Medical Equipment, and Consumables Stock.
Overview
Clinical Resources tracks everything a department needs to actually deliver care: who is on shift right now, which critical devices are available and calibrated, and whether the ward has enough consumable supplies on hand. These three screens feed live readiness data into Regulatory & Insurance's Accreditation & Audits matrix, and into the clinical flow screens (Appointments, Room Allocation) that consume staff and equipment availability.
Screen preview
A quick look at the screen. Use the toggle in the corner to switch between the dark and light themes.
Staff rosters, equipment and consumables at a glance
Quick Start
- Open Healthcare → Staff Rosters. Click Add Roster Slot, search for a Healthcare-domain employee in the Employee combobox, and set department, role, and shift.
- When a shift starts, click the roster card to open the Duty Terminal and use Check-In, Set On-Call, or Set Leave to record duty status. The Shift Density Meter warns if a department's on-duty/on-call headcount falls below its minimum coverage.
- Log any handover notes in the Clinical Handover Ledger panel — optionally flag a note for the incoming shift's patient watch-list.
- Open Medical Equipment to register a critical asset (ventilator, infusion pump, patient monitor, defibrillator, portable X-ray) with its next calibration due date.
- When a bed needs dedicated equipment, use Dispatch Asset to Bed to link an available asset to an occupied bed from Room Allocation.
- Open Consumables Stock to track central-warehouse and ward-cabinet quantities per item, add lot/batch records with expiration dates, and use Ward Requisition Dispatch to move stock into a department.
Low-stock and overdue-calibration flags feed Accreditation & Audits
Both Medical Equipment's calibration status and Consumables Stock's minimum-threshold gauge are read live by the Accreditation & Audits QA Inspector — keeping them current keeps the department's compliance score accurate.
1. Staff Rosters
Purpose: A high-density shift matrix (Morning / Evening / Night / On-Call) grouped by department, with a live duty check-in terminal and a shift-handover ledger.
Key features
- Shift Density Meter — flags any department/shift combination whose on-duty + on-call headcount falls below its configured minimum coverage, with a clear warning banner.
- Duty Terminal — one-click Check-In / Check-Out / Set On-Call / Set Leave for the selected roster slot, driving a color-coded status badge on every shift card.
- Clinical Handover Ledger — shift-change operational notes scoped to department + shift + date, with an optional patient watch-list flag for the incoming team.
- Emergency Shift Swap / Cover — reassigns an uncovered slot to an available on-call staff member of the same role, department, and shift date.
Integration triggers
| Action | What it does |
|---|---|
| Set Duty Status | Updates on-duty/on-call/off-shift/leave for the slot, which the Shift Density Meter and downstream QA aggregation both read. |
| Emergency Shift Swap / Cover | Marks the slot as covered by a named on-call employee, recorded for shift-history auditing. |
AI Assistant
An AI Assistant panel can be opened from the tab on the right edge of the screen. It reads today's shift roster and coverage warnings as context and answers questions in a chat interface.
Coverage Gap Analysis
Identifies which department/shift combinations are understaffed relative to the minimum coverage requirement, and by how much.
Shift Pattern Review
Summarizes how staff are distributed across shifts and departments and spots roles that are thin on a given shift.
Emergency-Cover Tracking
Highlights slots currently covered by someone other than their normally assigned staff member.
Staffing Summarization
Summarizes today's overall staffing posture and the most urgent coverage gaps.
Save as Report
Any assistant reply can be saved as a report with one click — it's added to My Reports with a title derived from your question and the current month/year, so recurring summaries stay easy to find later.
2. Medical Equipment
Purpose: A clinical asset tracking console for critical devices — ventilators, infusion pumps, patient monitors, defibrillators, and portable X-ray units — with a maintenance and calibration ledger.
Key features
- Monospace Asset Tags — e.g.
EQP-VENT-04, with category, serial number, and current ward/bed location. - Status badges — In-Use (red), Available (green), Under Maintenance (amber), and a high-contrast Calibration Overdue flag derived automatically from the next-due date, regardless of the stored status.
- Maintenance & Calibration Ledger — an incident log for reporting malfunctions, battery failures, or sensor failures, each opening a ticket and locking the asset out of allocation.
Integration triggers
| Action | What it does |
|---|---|
| Dispatch Asset to Bed | Links the asset to an occupied bed from Room Allocation and flips its status to In-Use. |
| Flag for Maintenance | Locks the asset out of allocation and opens an incident ticket on the ledger. |
AI Assistant
An AI Assistant panel can be opened from the tab on the right edge of the screen. It reads the equipment fleet — or, if you've selected specific rows, just that selection — as context and answers questions in a chat interface.
Calibration & Maintenance Flags
Identifies assets that are overdue or due soon for calibration, and assets currently under maintenance.
Out-of-Service Risk Review
Highlights categories of equipment with the most assets unavailable — in use, under maintenance, or overdue.
Utilization Analysis
Summarizes how many assets in each category are currently deployed versus available.
Fleet Summarization
Summarizes the selected assets or the whole equipment fleet's readiness.
Selection becomes the AI's context
Select a subset of rows before opening the assistant to scope its analysis — for example, select only ventilators and ask it which ones are due for calibration soonest.
Save as Report
Any assistant reply can be saved as a report with one click — it's added to My Reports with a title derived from your question and the current month/year, so recurring summaries stay easy to find later.
3. Consumables Stock
Purpose: A medical consumables and supply ledger (syringes, IV sets, surgical gloves, sterile gauze, disinfectants, catheters) with batch/expiration tracking and a low-stock progress gauge.
Key features
- Two-tier stock tracking — central warehouse stock is tracked separately from the sum of each department's ward cabinet sub-stock, with a visual gauge comparing total stock to the item's minimum threshold.
- Batch & Expiration Monitor — monospace lot/batch IDs (e.g.
LOT-20260815-A) with color-coded urgency chips: Expired, < 30 Days, < 90 Days, Valid. - Auto-Generate Purchase Order — drafts a purchase-order suggestion for every item currently at or under its minimum threshold, topping it back up toward 2× the threshold.
Integration triggers
| Action | What it does |
|---|---|
| Ward Requisition Dispatch | Transfers a quantity from central warehouse stock into a specific department's ward cabinet sub-stock, and logs the transfer. |
| Auto-Generate Purchase Order | Creates a draft purchase order for every under-threshold item, shown in the Purchase Order Drafts panel. |
AI Assistant
An AI Assistant panel can be opened from the tab on the right edge of the screen. It reads the consumables ledger — or, if you've selected specific rows, just that selection — as context and answers questions in a chat interface.
Low-Stock & Reorder Point Analysis
Flags items at or below their minimum threshold and estimates how urgently they need restocking.
Expiry Risk Review
Highlights items with batches expiring soon or already expired.
Reorder Prioritization
Recommends which items should be prioritized for the next purchase order based on stock ratio.
Stock Health Summarization
Summarizes overall stock health across the selected items or the whole ledger.
Selection becomes the AI's context
Select a subset of rows before opening the assistant to scope its analysis — for example, select only IV sets and gloves and ask it whether either is at risk of stocking out this week.
Save as Report
Any assistant reply can be saved as a report with one click — it's added to My Reports with a title derived from your question and the current month/year, so recurring summaries stay easy to find later.
End-to-end data flow
| Source screen | Action | Target screen / record |
|---|---|---|
| Staff Rosters | Duty status + licenses | Live-aggregated credential flags → Accreditation & Audits (Regulatory & Insurance) |
| Medical Equipment | Calibration status | Live-aggregated equipment flags → Accreditation & Audits |
| Medical Equipment | Dispatch Asset to Bed | Linked to an occupied bed from Room Allocation (Patient Flow Operations) |
| Consumables Stock | Ward Requisition Dispatch | Stock decrement referenced by Test Orders' stock-link warning (Diagnostics & Lab) |
Frequently Asked Questions
occupied status on Room Allocation, since the point is linking a device to a specific patient's stay. Reserve the bed on Room Allocation first, then dispatch the equipment once the patient is admitted.