How Clinic Conductor works: events, rules, write-back and the person in the loop
For IT leads: the principles behind Clinic Conductor, from the event that starts a workflow to the audit record, and where a person always stays in charge.
Mahmoud ElHewaheyFounder, PulseAI Solutions28 October 2026 · 3 min read
The short version
Every workflow starts with an event: an enquiry, a fax, a completed form, a finished assessment, a call.
The clinic's own rules decide what happens next. They are configuration, owned by the clinic.
Information is validated before it is written, and written back into the systems that own it.
Anything outside the rules, or uncertain, waits for a person with the reason attached.
Every step is recorded, and the clinic can see the record.
Five principles
Clinic Conductor is built on a small number of principles that hold for every solution. They
are what an IT lead should expect to see, and what a privacy officer should expect to verify.
1. Every workflow starts with an event
Nothing runs on a timer someone has to remember. A workflow begins when something happens in
the clinic: an enquiry arrives, a fax lands, a patient finishes a form, an assessment is
completed, a call comes in, a member is confirmed. The event carries the information the
workflow needs, and nothing more.
2. The clinic's rules decide what happens
Eligibility criteria, routing, priorities, escalation, the tone of a welcome message, the
order of a physician's summary: these belong to the clinic. They are configuration, set during
the Action Plan and changed as the clinic changes, without rebuilding anything. A clinic's
protocols are the specification.
3. Validate, then write back
What happens to information on its way into your systems
1ReceiveThe event and its information arrive.
2UnderstandFields are read and classified: a referral, a lab result, a health history.
3CheckValues are validated and compared with what the clinic already holds.
4WriteRecords are created or updated in the systems that own them.
5ConfirmEach write is confirmed, and retried safely if it fails.
6RecordEvery step is logged for the clinic's audit trail.
The same path for every solution. Our guide to EMR write-back covers each step.
Information is written into the EMR, the CRM, the scheduling system or wherever it belongs.
Nothing waits in a separate dashboard for someone to copy it across. See EMR write-back for why this is the part that returns hours.
4. A person stays in charge
Clinic Conductor organizes and surfaces information. It does not make clinical decisions.
Three rules follow.
Review before release. Nothing generated for a patient reaches them until a
clinician has reviewed and signed it.
Uncertainty stops for a person. When a step is unsure, or a case falls
outside the clinic's rules, it waits in one place for a person, with the reason attached.
Clinical calls reach a clinician. Anything clinical on the phone line is
routed to the team, with what was said carried across.
5. Everything is on the record
Every read, write and decision is logged, kept for seven years in the clinic's own country, and
available to the clinic whenever it asks. That record is what lets a privacy officer answer a
patient's question, and what lets a clinic see exactly what the system did.
Privacy by design
Each workflow handles only the information its task needs. Information is encrypted in
transit and at rest, everyone who signs in uses two-step verification, and patient data is never
used to train AI. Canadian clinics are stored and processed in Canada, Québec clinics in Québec
and US clinics in a separate US setup. The details for your privacy review are in our security
package, on request from the Trust Center.
Built to grow
Because every solution runs on the same layer and the same connections, each new solution is
faster to add than the last. A clinic typically starts with the workflow that returns the most
hours and adds the next when it is ready.
Questions, answered
Does Clinic Conductor make clinical decisions?
No. It organizes and surfaces information. Every clinical decision stays with the clinic's physicians, and nothing generated for a patient reaches them until a clinician has reviewed and signed it.
Can we change the rules after go-live?
Yes. Eligibility criteria, routing, priorities and messages are configuration owned by the clinic, and change as the clinic changes.
What happens when Clinic Conductor is unsure?
The case stops and waits for a person, in one place, with the reason and the original information attached.
Where can our IT lead get technical detail?
The security package, available on request from the Trust Center, has the detail a privacy and security review needs.
Clinic Conductor connects the systems a clinic already runs and takes the administration between them off its team. What that means, what it does, and who it is for.
Reading from an EMR is the easy half. Writing back into the chart, matched to the right patient, validated and audited, is where clinic hours are actually returned.
The standards that move health information between systems, in plain terms: HL7 v2 messages, FHIR R4 resources, and the pan-Canadian specifications built on them.