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What it does

Every morning, Ruby reviews the day’s appointments and cross-references them with outstanding invoices, incomplete statuses, and follow-up gaps. The result is a short, prioritised action list — specific tasks tied to specific patients that will keep today’s clinic running smoothly. Nudges appear inside Ruby Insights. Each one tells you exactly what needs doing, for which patient, and how urgent it is.

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Nudge types

TypeWhat it means
Confirm appointmentPatient hasn’t confirmed — send a reminder before they no-show
Collect paymentAppointment is complete but an invoice remains unpaid
Create invoiceAppointment marked done with no invoice attached
Follow upPatient had a procedure that warrants a clinical follow-up
Status updateAppointment status is stuck or inconsistent with the record

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Priority levels

Each nudge is assigned a priority so you can triage quickly:
  • High — needs attention today; flagged in red
  • Medium — important but not urgent; flagged in amber
  • Low — worth doing when capacity allows; flagged in blue

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How to act on a nudge

Each nudge card includes a direct action link. Tapping it takes you to the relevant appointment, invoice, or patient record — no hunting through the calendar or patient list.

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When nudges refresh

Nudges are cached per clinic and shared across all admins — the first person to open Ruby Insights each day generates them, and everyone else sees the same set instantly. A “Cached · X ago” badge shows when they were last generated. Use the Refresh button to pull a fresh set at any time — for example, after marking an invoice as paid or confirming an appointment. The cache refreshes automatically at the end of the working day (Pakistan time) or after 24 hours. Each Refresh uses 1 of your 15 daily generations; routine page loads don’t count.

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Who sees nudges

Appointment nudges are available to doctors and clinic admins. They reflect only the appointments scheduled for the current calendar day at your clinic.