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Ruby — Your Daily Brief, Grounded in Real Data

Ruby’s morning brief now covers the things that actually slow a clinic down — lab cases coming due, stock running out, appointments by status — and stops guessing on data it doesn’t have. We rewrote the brief because owners were ignoring it: too many “AI-generated” guesses about revenue and too few of the operational nudges they actually wanted at the start of the day.

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What’s new

  • Lab cases on the brief. Active, overdue, due today, urgent, and ready-for-pickup counts surface at the top. Owners see at a glance whether anyone needs a lab follow-up call before the first patient walks in.
  • Inventory alerts on the brief. Out-of-stock, low-stock, expiring and expired counts. The items below threshold are listed so you can act without opening Inventory.
  • The full appointment status breakdown. Confirmed, Scheduled, Cancelled, No-show, Completed — for today and the next seven days. Side-by-side with last week so you can spot a drop.
  • Existing financial and patient-flow context still there. Today’s revenue, today’s appointments, weekly trend, churn watch.
  • Revenue forecasts return “needs more data” under 5 invoices. Ruby no longer extrapolates from thin air. If your billing window has fewer than five invoices, the forecast section says so plainly.
  • CSV imports are not flagged as suspicious anymore. Bulk patient imports used to trigger a “suspicious data anomaly” alert. They don’t.
  • Churn risk skips zero-appointment patients. A patient who never had an appointment cannot have “churned”. Ruby now correctly excludes them.

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How to use it

  1. Open AI → Daily Brief from the sidebar.
  2. Read the top section — Lab and Inventory — first thing in the morning. Anything actionable is one click away from the relevant module.
  3. Scan the appointment status breakdown for the day. A higher-than-usual cancellation count is worth a same-day follow-up.
  4. Check the financial section if you set targets. The “needs more data” message means Ruby is being honest, not broken.

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What changed since the last revision

  • The brief now includes lab cases and inventory alerts.
  • The full appointment-status breakdown is new.
  • Revenue forecasts respect a five-invoice minimum.
  • CSV imports no longer trigger anomaly alerts.
  • Churn risk no longer flags zero-appointment patients.

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Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.