Near feature-complete — deploying now

Morning meetingsthat actually work

Replace paper agendas, lost follow-ups, and meetings that drag with a structured 16-item digital workflow. Every item tracked, every follow-up assigned, every record immutable.

Morning Meeting
Jan 15, 2025
12/14present
3follow-ups
In Progress
1
24-hour Report/Communication Board
2
Discuss non-nursing resident info/concerns
3
Review Hospital Portal
4
MDS
5
Risk Management
6
Changes of Condition
7
Draft Notes: Save, sign, & lock
8
Physicians' Orders/Orders Module
+ 8 more items (Lab Results, New Admissions, Discharge Planning, Weights & Vitals, UDAs, Dashboard, POC/EMAR, QAPI)
2+

Hours saved per facility daily

16

Structured agenda items

100%

Audit trail coverage

"Can't run without it"

— Genesis DON

Workflow

Three phases.
Zero dropped balls.

Phase 1

Pre-Work

Department heads populate notes on their agenda items before the meeting starts.

Up to 9 staff roles contribute (DON, MDS, Admin, Social Services, etc.)
Midnight auto-lock deadline for pre-work
Prior-day rollover items pre-loaded automatically
Notes persist across sessions — pick up where you left off
Phase 2

Morning Meeting

Structured 16-item agenda from 24-Hour Report through QAPI.

Collapsible agenda cards with sub-items and role badges
Real-time attendance tracking by staff role
Checkbox completion per item with staff attribution
Live note-taking with contributor tracking
Phase 3

Stand-Down

Meeting closes with a complete, immutable record.

Incomplete items auto-rollover to next meeting
Stand-down checklist for follow-up review
Record saved, signed, and locked — immutable audit trail
Leadership summary with completion rate and attendance

Before & After

What changes when you
switch to Clarity

Paper agendas
Digital 16-item workflow
Manual audits after the fact
Real-time completion dashboard
Lost follow-ups
Auto-rollover with tracking
Zero leadership visibility
Behavioral signals across facilities

Analytics

Leadership visibility
across every facility

Facility, market, and national dashboards so VP Ops and regional leaders see completion rates, login patterns, and rollover counts in real time.

Meeting Completion
FacilityMarketNational
Southeast
94%
Midwest
91%
Northeast
88%
West Coast
86%
Southwest
82%
88%
Avg. Login Rate
12
Rollovers Today
97%
National Avg.

We can't run our morning meetings without it. It replaced the paper process entirely and gave leadership visibility they never had before.

Director of Nursing
Genesis HealthCare

Features

Everything you need.
Nothing you don't.

Immutable Records

Every meeting is saved, signed, and locked. Records can't be altered after close — ready for any audit.

Auto-Rollover

Incomplete agenda items and open follow-ups carry forward to the next meeting automatically.

Multi-Contributor Pre-Work

9 staff roles (DON, MDS, Admin, Social Services, Activities, and more) populate items before the meeting.

Training Gap Detection

Login patterns, completion rates, and participation data surface facilities that need additional support.

Multi-Facility Dashboard

Facility, market, and national views with completion rates, attendance, and rollover counts.

Feature Flag Rollouts

New capabilities deployed gradually by facility, market, or organization with full control.

Integrates with
PointClickCare
MatrixCare
WorkOS SSO

See Morning Meeting
Manager in action

30-minute demo. We'll walk through the three-phase workflow, the analytics dashboard, and how it connects to your EMR.