Platform
Every workflow your operation runs, on one system.
A guided tour of what ships with Pulse today, with roadmap items labeled Coming. Not a feature wall. A workflow library.
Referral & intake.
- Inbound referral capture Hospital discharge planners, physician offices, and self-referrals on one inbox.
- Source attribution Every referral tied to a source for ROI reporting.
- SLA tracking Time-to-first-touch monitored for every inbound.
Authorization & compliance.
- Authorization tracking (Coming) Prior auth tied to visit and caregiver on one record.
- Renewal alerts (Coming) Authorizations within 14 days of expiration flagged automatically.
- EVV capture (Coming) Visit verification recorded on the authorization, not in a separate tool.
- Credentialing Caregiver credentials tracked against state and payor requirements.
Scheduling & staffing.
- Caregiver matching (Coming) Credential, geography, and patient preference scored.
- Supervision ratios (Coming) BCBA-to-RBT coverage modeled by payor and state.
- Multi-location coverage (Coming) Coverage gaps flagged across the portfolio.
- Shift fulfillment (Coming) Open shifts routed to qualified caregivers with one tap.
Reporting & finance.
- Census dashboards Census, admissions and conversion by facility, program and payor.
- Revenue per patient day (Coming) Margin reporting across payor mix and facility.
- Operator rollups Multi-clinic reporting without a data warehouse.
- Billing handoff (Coming) Clean claims to your billing system on visit or session completion.
Workflow engine.
Pulse Core runs the workflows behind every Pulse Care module.
- Admin-built workflows (Live) Admins set the stages, fields and actions for each process, and Pulse Core creates the Salesforce fields a workflow needs.
- Work moves from the record (Live) Your team sees the current stage and the next step on the record and moves work forward from there.
- Native Salesforce reporting (Live) Workflow data lives in Salesforce objects, so it shows up in standard reports, list views and dashboards.
The same engine can run any process in Salesforce, in healthcare and beyond. Explore Pulse Core
AI that asks first.
Pulse AI Agents, built on Agentforce, answer questions from your Pulse records and wait for your team before anything changes.
- Plain-language questions (Live) Staff ask about a referral, patient, applicant or schedule and get the answer from Pulse records, within each user's Salesforce permissions.
- Updates your team confirms (Live) When someone asks for a change, the agent proposes it and waits for that person to confirm. Updates touch only the fields an admin allows.
- Security reviewed for AppExchange (Live) Pulse AI Agents passed Salesforce's security review and are listed on AppExchange.
Pulse Core also has a workflow agent, built on Claude from Anthropic, that proposes next steps for your team to approve. See how Pulse uses AI