Ranger warmer recall
Lab
App slices: small, working pieces of product
Fifty patterns across dashboards, data viz, AI copilots, queues, onboarding and trust. Each one is built to prove one thing about how an interface should behave, with realistic data and every state.
7
Live on the site
50
In the catalog
App slices · 50
- Activation funnel with drop-off diagnostics
This funnel reveals conversion friction through clear sequencing and diagnostic callouts.
In practice: Where the form lost people · Conversational booking
02Command dashboardsLiveBooking funnel · formPharmacy · 26,188 left here (68%)Biggest leak
- Line chart with confidence bands + event annotations
This chart communicates uncertainty, baselines, and causal events without overstating confidence.
09Charts & data vizCatalogDashboard adoptionAdoptionBaselineBand narrows as sample grows: ±4pp → ±2pp
Weekly adoption, baseline and confidence band Date Adoption % Baseline % Band ±pp June 03 2024 43.5 38.4 3.98 June 10 2024 42.4 38.5 3.82 June 17 2024 44 38.1 3.67 June 24 2024 46.4 39 3.51 July 01 2024 48.2 37.8 3.36 July 08 2024 53 38.7 3.2 July 15 2024 54.2 37.4 3.04 July 22 2024 57.8 37.3 2.89 July 29 2024 60.6 38.7 2.73 August 05 2024 62.4 38.8 2.58 August 12 2024 65.3 38.5 2.42 August 19 2024 65.4 37.3 2.27 August 26 2024 66.6 38.8 2.11 - Stacked area with brush zoom
This chart pairs an overview with focused detail so long time series remain manageable.
10Charts & data vizCatalogSpend under management$360MWeekly managed spend by category Week Date Medical-surgical Implants Pharmacy Purchased services 1 January 01 2024 9392579 4263420 2831196 1415598 2 January 08 2024 9411447 4288260 2850253 1425126 3 January 15 2024 9446153 4505334 3026085 1513043 4 January 22 2024 9581072 4532187 3038506 1519253 5 January 29 2024 9691901 4517570 3018583 1509291 6 February 05 2024 10213876 4899398 3294943 1647471 7 February 12 2024 10325364 4517281 2973098 1486549 8 February 19 2024 10312810 4745916 3161802 1580901 9 February 26 2024 10980970 4908203 3247383 1623692 10 March 04 2024 10718545 5022919 3360359 1680180 11 March 11 2024 10822809 5124088 3436014 1718007 12 March 18 2024 10694118 5117662 3439928 1719964 13 March 25 2024 10781989 5079928 3402656 1701328 14 April 01 2024 10971910 5241972 3522197 1761099 15 April 08 2024 11315901 5287033 3534641 1767321 16 April 15 2024 11433130 5565539 3755041 1877520 17 April 22 2024 11692407 5403823 3603683 1801841 18 April 29 2024 11773861 5537461 3707639 1853819 19 May 06 2024 12283538 5506290 3645628 1822814 20 May 13 2024 11442996 5566009 3754722 1877361 21 May 20 2024 12088956 5712357 3828797 1914398 22 May 27 2024 12062666 5582682 3724156 1862078 23 June 03 2024 12117240 5769849 3874002 1937001 24 June 10 2024 12085922 5866977 3956022 1978011 25 June 17 2024 12634420 5681029 3764101 1882050 26 June 24 2024 11000524 4848818 3197206 1598603 27 July 01 2024 11398923 5109957 3383256 1691628 28 July 08 2024 11128037 5164799 3447654 1723827 29 July 15 2024 11499684 5289985 3523939 1761969 30 July 22 2024 10846640 5255643 3542376 1771188 31 July 29 2024 13443018 6060989 4018454 2009227 32 August 05 2024 13470917 6452638 4338173 2169087 33 August 12 2024 13607248 6369818 4260404 2130202 34 August 19 2024 14237795 6261355 4126271 2063135 35 August 26 2024 13934370 6517355 4358229 2179115 36 September 02 2024 13731820 6432476 4302975 2151487 37 September 09 2024 14461503 6646689 4426816 2213408 38 September 16 2024 13789204 6609107 4443966 2221983 39 September 23 2024 14346898 6922651 4661685 2330843 40 September 30 2024 14355818 6896870 4639871 2319935 41 October 07 2024 14434590 6647206 4429163 2214581 42 October 14 2024 15237495 6694767 4410881 2205440 43 October 21 2024 15159074 6761991 4471702 2235851 44 October 28 2024 15560759 6902452 4558389 2279194 45 November 04 2024 15179276 6884637 4571004 2285502 46 November 11 2024 15754322 7037839 4655774 2327887 47 November 18 2024 18601389 8517325 5667703 2833852 48 November 25 2024 15521293 7366520 4942406 2471203 49 December 02 2024 15252024 7161111 4792911 2396456 50 December 09 2024 15872189 7497967 5025317 2512658 51 December 16 2024 16100188 7211368 4773610 2386805 52 December 23 2024 15787066 7156933 4751261 2375631 - Sankey: signup → paid journey
This flow diagram preserves the underlying totals while making journey fallout easy to follow.
13Charts & data vizCatalogDisruption → resolutionTrailing 90 days · n=10,000Stage transitions Stage In Out (next stage) Conversion % Items disrupted 10,000 7,200 72% Substitute found 7,200 4,680 65% Clinical review 4,680 3,276 70% Hospital approved 3,276 1,965 60% - Gantt: launch timeline
This timeline makes dependencies, slippage, and the current date clear during planning.
14Charts & data vizCatalogV3.0 launchToday: September 28 2026Launch workstreams Workstream Owner Start Planned end Actual end Complete % Item-master intake R. Kim September 07 2026 September 28 2026 September 28 2026 100 Field mapping freeze D. Novak September 14 2026 September 28 2026 September 28 2026 100 Validation rules S. Ibrahim September 28 2026 October 19 2026 October 19 2026 70 ERP crosswalk L. Alvarez September 16 2026 September 30 2026 October 05 2026 45 Hospital enablement T. Brandt October 05 2026 October 24 2026 October 24 2026 80 First production sync R. Kim November 02 2026 November 03 2026 November 03 2026 0 - Region performance map
This synchronized map and list make regional performance easier to explore and compare.
16Charts & data vizCatalogRegion performanceHealthyWatchCriticalOffices below target Office City ARR Attainment % Status San Francisco San Francisco, CA $9.08M 77% critical Minneapolis Minneapolis, MN $1.85M 74% critical Kansas City Kansas City, MO $6.00M 78% critical St. Louis St. Louis, MO $7.74M 76% critical New York New York, NY $9.54M 74% critical Miami Miami, FL $920k 76% critical Philadelphia Philadelphia, PA $4.28M 78% critical - Prioritized work queue
This queue balances operational density with clear sorting, SLA pressure, and efficient bulk actions.
25Work queues & ops tablesCatalogSupport queue3 at risk0 selectedDisruption queue, 10 of 142 records Select Hospital Subject Tags Status Owner P1 SMSeattle Medical Center Ranger blood/fluid warmer Class I recall recallclinical OVERDUE 14M, overdue by 14 minutes Open Raj Patel P1 PRPortland Regional Insulin syringe sterility recall recallpharmacy 38m, 38 minutes remaining Open Maya Chen P2 TCTacoma Community Cardinal allocation below par level allocation 46m, 46 minutes remaining Pending Lena Ortiz P2 VGVancouver General No approved substitute for irrigation set substitute 2h 14m, 2 hours 14 minutes remaining Open Unassigned P2 BHBellevue Healthcare Medline fill rate fell below threshold supplierfill-rate 5h 12m, 5 hours 12 minutes remaining Open Maya Chen P3 SMSeattle Medical Center Hospital approval pending for substitute approval 15h, 15 hours remaining Open Unassigned P3 PRPortland Regional Manufacturer response needs review outreach 22h, 22 hours remaining Snoozed Tom Reyes P3 VGVancouver General Contract impact not yet calculated contract 1d, 35 hours remaining Open Unassigned P3 TCTacoma Community ERP substitute crosswalk missing integration 3d, 71 hours 40 minutes remaining Open Lena Ortiz P3 BHBellevue Healthcare FDA notice awaiting classification fda 3d, 71 hours 40 minutes remaining Open Tom Reyes Showing 10 of 142 · 3 at risk - Kanban pipeline
This pipeline supports direct manipulation with predictable movement and clear guardrails.
26Work queues & ops tablesCatalogDisruption responseDraft5RecallJune 12 2026Maya1/4 · 3cBaxter saline allocation
ShortageJune 14 2026Raj2/5 · 1cInsulin syringe sterility
RecallJune 15 2026Lena0/3 · 0cSuture backorder response
ShortageJune 20 2026Tom3/6 · 5cImplant packaging variance
QualityJune 22 2026Priya1/3 · 2cIn review4/4 !4Ventilator circuit substitute
ShortageJune 10 2026Maya2/4 · 4cCatheter lot investigation
QualityJune 16 2026Raj3/3 · 2cPPE allocation response
ShortageJune 18 2026Lena1/2 · 1cInfusion set recall
RecallJune 19 2026Tom0/4 · 0cApproved3Glove quality notice
QualityJune 24 2026Priya4/4 · 3cContrast media shortage
ShortageJune 26 2026Maya2/2 · 1cSurgical drape substitute
ShortageJune 28 2026Raj3/3 · 2cPublished2Pump tubing recall
RecallJune 05 2026Lena5/5 · 6cGauze packaging review
QualityJune 06 2026Tom3/3 · 4c - Faceted search with saved views
This search experience combines facets, result counts, saved views, and recoverable empty states.
28Work queues & ops tablesCatalogUser directory8 of 500⌘KAt-risk adminsInvited members- DKDana Kodana.ko@lumin.health3d ago1
- ICIvan Cruzivan.cruz@lumin.health6d ago1
- LOLena Ortizlena.ortiz@lumin.healthnever1
- MWMarcus Webbmarcus.webb@lumin.health1d ago1
- MCMaya Chenmaya.chen@lumin.health22d ago1
- PNPriya Nairpriya.nair@lumin.health2h ago1
- RPRaj Patelraj.patel@lumin.health5h ago1
- TRTom Reyestom.reyes@lumin.healthnever1
- Smart workload assignment
This assignment view balances manual control, automation rules, and honest capacity constraints.
30Work queues & ops tablesCatalogAssignment board20 unassigned · P1 4 · P2 8 · P3 83 routing rules active- P1Ranger warmer clinical reviewgeneral20m
- P1Insulin syringe recall responserecall37m
- P1ERP crosswalk missing fieldgeneral54m
- P1Manufacturer confirmation delayedgeneral1h 11m
- P2Hospital impact needs reviewgeneral1h 28m
- P2Substitute trial requestgeneral1h 45m
- P2Bulk approval requestgeneral2h 2m
- P2Duplicate disruption notificationsgeneral2h 19m
- P2FDA notice needs classificationgeneral2h 36m
- P2Supplier feed failing silentlygeneral2h 53m
- P2Recall email delayedrecall3h 10m
- P2Inventory count mismatchgeneral3h 27m
- P3UIM match confidence lowgeneral3h 44m
- P3Contract term missingcontract4h 1m
- P3ERP sync intermittentgeneral4h 18m
- P3Integration rate limit reachedgeneral4h 35m
- P3Supplier certificate expiredgeneral4h 52m
- P3Facility mapping unresolvedgeneral5h 9m
- P3Item export stuck at 90%general5h 26m
- P3Spend totals need reconciliationcontract5h 43m
MCMaya ChenSenior9/12clinicalRPRaj PatelSenior11/12recallsupplierLOLena OrtizGeneral6/10contractTRTom ReyesGeneral4/10PNPriya NairGeneral7/10 - Procurement spending insights
This dashboard explains plan variance, supplier concentration, and actionable procurement opportunities.
43End-user experienceCatalogSeptember managed spend
$48.8M
+6.2% vs AugSeptember 2026Decision
Review Capital equipment. It is $1.1M over plan and drives the largest variance.
- Role permissions matrix
This matrix makes inherited permissions understandable and supports safe configuration changes.
44Trust, compliance & settingsCatalogRoles & permissionsSelect a permission state to cycle between allow, inherited, and deny.
Admin 4 usersManager 11 usersMember 58 usersViewer 23 usersItem master View item records Create item records Merge duplicate records Contracts View contract terms Manage contracts View spend reports Workflows View workflows Create validation rules Run validation Settings View audit log Manage roles Integrations - Audit log explorer
This explorer keeps complex forensic filtering understandable across a large audit history.
45Trust, compliance & settingsCatalogAudit log1,204,553 eventsWrite-once log · hash-chained · last verified 4m ago
Chain intactTime Actor Action Object Location Result 14:02:11 Dana Ruiz Edited validation rule 'Missing GTIN' rule:missing-gtin San Francisco, US · 203.0.113.x Allowed 13:58:44 AI: Triage Updated 340 records item-master:records US East (AWS) · 198.51.100.x Allowed 13:51:02 Marcus Aoki Deleted item draft item:ERP-4821 New York, US · 203.0.113.x Denied 13:44:19 System Rotated API key config:api-keys EU (Frankfurt) · 192.0.2.x Allowed 13:39:57 Priya Nair Viewed contract report report:q3-compliance San Francisco, US · 203.0.113.x Allowed 13:31:08 Marcus Aoki Changed procurement role user:d.ruiz@lumin.health New York, US · 203.0.113.x Flagged 13:20:33 AI: Triage Created automation draft automation:onboarding-nudge US East (AWS) · 198.51.100.x Allowed 13:12:47 Elena Ford Failed login attempt auth:login Unknown · 198.51.100.x Denied 13:05:15 System Ran scheduled validation data:item-master EU (Frankfurt) · 192.0.2.x Allowed 12:58:02 Elena Ford Exported item exceptions data:exceptions Austin, US · 203.0.113.x Allowed 12:44:29 Dana Ruiz Viewed audit log settings:audit-log San Francisco, US · 203.0.113.x Allowed 12:30:51 Priya Nair Updated contract tier contract:medical-surgical San Francisco, US · 203.0.113.x Allowed - Data lineage diagram
This diagram makes lineage, freshness, and sensitive-data handling visible across the system.
In practice: A person’s data, as it actually lives · Data privacy
46Trust, compliance & settingsLiveData mapSystems scanned 142SystemPersonal dataGoverned by- Salesforce
- Workday
- Zendesk
- Snowflake
- S3 · exports
- GDPR
- CCPA
- HIPAA
- PCI DSS
SSN is held in Workday, Snowflake, S3 · exports and governed by CCPA.
9 ssn fields · 3 systems - Executive KPI command strip
This command strip makes dense executive KPIs easy to scan at a glance.
01Command dashboardsCatalogUpdated 12s agoSpend under management
$48.2M
↑ 13.1pp%
On-contract compliance
87.2%
↑ 7.1pp%
Items matched to UIM
48,201
↑ 11.0pp%
Data quality score
86
↑ 19.4pp
FTE hours saved
1,840
↑ 52.2pp%
- Real-time operations monitor (dark)
This operations monitor keeps latency, stale data, and system load legible without creating alarm fatigue.
03Command dashboardsCatalogPipeline health
Optimal98.4%SuccessCapture services are operating within target.
Throughput is steady and p95 latency remains 0.9 seconds below the intervention threshold.
Throughput
6.4
Deploys / min
P95 latency
Within target2.1s
Target 3.0s
Live event stream - Cohort retention heatmap
This heatmap presents cohort retention with honest scales and readable patterns.
04Command dashboardsCatalogCohort retention
Cohort W0 W1 W2 W3 W4 W5 W1 100 81 72 62 52 45 W2 100 82 72 63 54 47 W3 100 82 71 63 55 48 W4 100 83 75 64 55 49 W5 100 87 73 61 53 50 W6 100 85 76 66 53 51 W7 100 85 75 67 53 50 W8 100 84 74 64 56 W9 100 85 74 63 W10 100 89 73 W11 100 86 W12 100 - Revenue waterfall + plan mix
This waterfall keeps financial arithmetic transparent while explaining changes in plan mix.
05Command dashboardsCatalogMRR bridge
Q3: starting $4.20M, ending $4.56MMRR bridge for Q3 Stage Amount Starting $4.20M New +$380K Expansion +$210K Contraction -$90K Churn -$140K Ending $4.56M - Synchronized crosshair analytics board
This analytics board synchronizes shared interaction state across several visualization types.
06Command dashboardsCatalogWeekly active organizations
no week selectedWeekly active orgs
- Automation fleet overview
This fleet overview makes automation health, autonomy levels, and human overrides easy to monitor.
07Command dashboardsCatalogAutomation fleet
6 assistants · 12,408 tasks today · 98.0% success
Buyer agentv2.397% Tasks 940Handle 12sEscal. 6AutonomousVendor outreachv2.399% Tasks 3,120Handle 4.2mEscal. 4AutonomousData enrichmentv2.194% Tasks 840Handle 6mEscal. 22SupervisedCompliance agentv1.898% Tasks 1,204Handle 18sEscal. 5AutonomousUIM syncv3.097% Tasks 2,100Handle 2.1mEscal. 9AssistedReconciliation agentv2.399% Tasks 4,204Handle 1mEscal. 11Autonomous - North-star metric hero panel
This panel gives one north-star metric enough context to support an executive decision.
08Command dashboardsCatalogNorth star · trailing 12 months
48,210
+26.2% YoY
Items matched to UIM by month Month Value vs target Band Jan 38200 -13800 ±2292 Feb 38691 -13309 ±2321 Mar 40391 -11609 ±2423 Apr 40519 -11481 ±2431 May 42405 -9595 ±2544 Jun 43096 -8904 ±2586 Jul 43437 -8563 ±2606 Aug 44568 -7432 ±2674 Sep 45033 -6967 ±2702 Oct 45672 -6328 ±2740 Nov 47890 -4110 ±2873 Dec 48210 -3790 ±2893 Target 52k What moved it
- Automated UIM matches+6.2pp
- Manufacturer enrichment+4.1pp
- New validation exceptions-1.8pp
- Diverging sentiment bars
This chart shows net sentiment without hiding the underlying response distribution.
11Charts & data vizCatalogFeature satisfactionQ3 survey · n=3,844Feature satisfaction distribution Feature Net Promoter % Passive % Detractor % n Item master 62 71 20 9 1204 Saved filters 48 64 20 16 980 ERP sync 41 58 25 17 412 Disruption alerts 32 54 24 22 860 Mobile capture 8 41 26 33 388 - Scatterplot with quadrant analysis
This plot turns multivariate relationships into a practical quadrant strategy.
12Charts & data vizCatalogAccount landscapemedian health 49 median ARR $164k Scale + health ★ Health, needs scale Watch closely Low priority Portfolio60 accounts · avg health 51
$15.8M ARR · 0 at-risk
At-risk accounts Name Region ARR Health CSM - Radar: account health dimensions
This radar chart compares several health dimensions without unnecessary visual noise.
15Charts & data vizCatalogAccount healthoutward = healthierFill rate Data quality Disruption risk Substitution readiness Contract coverage Integration health Health dimension scores Dimension Current 90 days ago Book average Change Driver Fill rate 82 74 70 8 Improved after 14 constrained items received approved substitutes. Data quality 64 61 68 3 Two source syncs still flagged for schema drift. Disruption risk 71 66 69 5 Two high-impact recalls remain under active monitoring. Substitution readiness 58 52 60 6 Clinical review is pending at three hospitals. Contract coverage 77 70 66 7 Two categories moved to negotiated terms this quarter. Integration health 90 88 84 2 ERP and FDA feeds are current with no failed syncs. - Cited AI answer console
This console keeps AI responses grounded by making citations and supporting evidence visible.
17AI agents & copilotsCatalogLumin intelligence5 sources · 5 claimsWhat is our exposure to disruption D08431?Disruption D08431 affects 48 hospitals, including 12 with less than seven days of equivalent inventory. The recalled Ranger blood and fluid warmer is blocked from purchase and use across affected lots. Smiths Medical Level 1 H-1200 is the leading substitute at 94% confidence. It is already on contract at 31 affected hospitals, reducing implementation friction. Clinical acceptance should be immediate at every remaining facility.High confidence · 4 of 5 claims cited · 4 independent sources - Agent reasoning trace
This trace makes an AI agent’s reasoning and actions inspectable.
18AI agents & copilotsCatalogInsight Agent v2.1 · #CS-8841Running · 2.1sHuman checkpoint · review before publishing
- AI draft vs. human edit (diff view)
This comparison helps editors judge AI changes without surrendering control of the final draft.
19AI agents & copilotsCatalogAppeal draftParagraph 1Draft
1Some product information is missing from our records.
2Please send an update when possible.
Human edit
1Hi Jennifer,
2we're reviewing Stryker catalog SYR-71901-10cm across three hospitals,
3and need the current GTIN, unit of measure, and sterile status before September 30 2026.
Paragraph 2Draft
Human edit
1I've attached the three affected item records and their current field values.
2Could you confirm the source-of-truth values or route this to your item-data team?
Paragraph 3Draft
1Best regards.
Human edit
1Best,
2Sarah Chen · Procurement analyst
0 of 3 hunks resolved
- Inline copilot in a form
This copilot provides useful assistance without interrupting the form workflow.
In practice: Intake as a conversation · Conversational booking
20AI agents & copilotsLivePlush AI · bookingIntake 00:00 - Voice agent call panel
This call panel keeps live state, transcription, and conversational intelligence understandable in real time.
21AI agents & copilotsCatalogAgent speaking00:00Dana W. · •••0142- AGENTThanks for calling Lumin supplier intelligence. I'm Iris. Can you confirm the status of disruption ?
Supplier disruption 94%Recording disclosed ✓
- AI approval queue
This queue supports calibrated autonomy by making human approval deliberate and informed.
In practice: Captured as used · Hospital supply chain
22AI agents & copilotsLiveOR 4 · supply captureLogged $0.00 - Field-level confidence panel
This panel makes extraction confidence visible at the field level and updates scores after review.
In practice: Matching the plan people actually type · Conversational booking
23AI agents & copilotsLiveInsurance match20 plans- Keep typing: three letters to match.
Waiting for input - Automation audit trail
This audit trail creates an accountable history while preserving a safe path to undo actions.
24AI agents & copilotsCatalogRun R-58291Completed- 14:28System
- 14:28AI
- 14:29AI
- 14:30Human
- 14:30System
- 14:31AI
- 14:31System
- 14:32AI
- 14:39System
- 14:40Human
Write-once log · hash-chained · verified 4m ago - Master-detail queue with tabbed drawer
This queue coordinates selection, tabbed details, and keyboard navigation in one workflow.
27Work queues & ops tablesCatalogAccounts12 accounts- Seattle Medical CenterEnterprise$480k
- Portland RegionalGrowth$240k
- Vancouver GeneralGrowth$156k
- Tacoma CommunityStarter$42k
- Bellevue HealthcareEnterprise$360k
- Fernwood HealthGrowth$198k
- Redstone LabsStarter$24k
- Harbor LogisticsGrowth$132k
- Vantage RetailEnterprise$300k
- Cobalt MediaStarter$36k
- Pinecrest GroupGrowth$168k
- Alderwood StudiosStarter$30k
Seattle Medical Center
EnterpriseOwner · Dana Ko
ARR
$480k
Health
95%
Seats used
188/200
Last login
1d ago
- Failed-payment recovery table
This table prioritizes revenue recovery through clear probabilities, deadlines, and next actions.
29Work queues & ops tablesCatalogRecoverable revenue
$43,900
Recovery rate
61%
Avg days to recover
6.2
Failed payments Select Customer Invoice Amount Fail reason Retry Probability Status Action Seattle Medical Center PO-0847 $18,900 insufficient_funds → Card declined: insufficient funds in 3h 12m, retry in 3h 12m 74% Pending Portland Regional PO-0851 $4,200 card_expired → Card declined: card has expired OVERDUE, retry OVERDUE 41% Pending Vancouver General PO-0862 $950 network_error → Processor network error, no response in 12h 0m, retry in 12h 0m 88% Pending Tacoma Community PO-0870 $12,400 blocked_3d_secure → Blocked by 3D Secure verification in 18h 0m, retry in 18h 0m 34% Pending Bellevue Healthcare PO-0873 $240 insufficient_funds → Card declined: insufficient funds in 5h 0m, retry in 5h 0m 91% Pending Fernwood Health INV-0880 $3,600 card_expired → Card declined: card has expired in 23h 20m, retry in 23h 20m 52% Pending Redstone Labs INV-0884 $780 network_error → Processor network error, no response in 1h 0m, retry in 1h 0m 66% Pending Harbor Logistics INV-0891 $2,830 blocked_3d_secure → Blocked by 3D Secure verification in 15h 0m, retry in 15h 0m 59% Pending - SLA breach escalation module
This module keeps escalation paths calm and actionable when service targets are at risk.
31Work queues & ops tablesCatalog3 tickets breached SLA in the last hour
Oldest waiting 2h 14m · all P1/P2
- Multi-step onboarding wizard
This onboarding flow makes progress, reversibility, and time expectations clear from the start.
32Onboarding & activationCatalogStep 2 of 5Validate structure
ERP export
CSVExcelJSONDirect connection
LawsonOracle - Activation checklist
This checklist encourages progress with a restrained and credible sense of completion.
In practice: Care between the visits · Weight management
33Onboarding & activationLiveWeight care programWeek 6 of 26Weight, side effects and a question for the care team.
- Empty state → first value
This empty state guides a new user from zero activity to their first meaningful result.
34Onboarding & activationCatalogCOSMOS item masterNo item master yet
Upload an ERP item master and see your first quality report in about 4 minutes.
- Upload item master ~1 min
- Validate structure ~2 min
- Review field mapping ~1 min
- Plan selector with usage meter
This selector explains usage, proration, and downgrade consequences without creating pricing anxiety.
In practice: The price, before the visit · Patient billing
35Onboarding & activationLiveVisit estimateYou pay $25Booking review- Coverage checked · Aetna PPOIn networkpending
- Visit type · primary careCoveredpending
- Copay applies, no deductible$25pending
- Integration connect grid
This grid treats every integration state as a clear and recoverable part of the setup experience.
36Onboarding & activationCatalogIntegrations9 shownConnectedLawson
ERP systems
Last synced 2m ago
ConnectedOracle
ERP systems
Last synced 8m ago
ConnectedUniversal Item Master
Reference data
Last synced 1m ago
ConnectedFDA recalls
Reference data
Last synced 5m ago
AvailableGS1 GDSN
Reference data
AvailableEpic
Clinical systems
AvailablePoint of use
Clinical systems
BetaSupply Vision
Clinical systems
Action neededERP write-back
ERP systems
- Guided tour overlay
This guided tour uses focused pacing, clear spotlights, and an easy way to exit.
37Onboarding & activationCatalogCOSMOS item intelligence - Smart signup form
This signup form coordinates validation feedback so errors are timely, specific, and easy to correct.
38End-user experienceCatalogCreate your workspace14% complete - Meeting scheduler
This scheduler presents availability as legible inventory that people can confidently book.
39End-user experienceCatalogDRDana Ruiz
Implementation lead
★4.9 · 212 reviews
September 2026
SMTWTFSSelect a time
30 min · GMT-8 Los Angeles
Free · 30 min
- Learning streak tracker
This tracker supports habit formation through streaks, recovery states, and honest progress.
40End-user experienceCatalogDesign Systems 201
0
Day streak · 83% complete · 20.2h total · 40m daily average
Composable tokens: naming that scales
12 min
- Cloud cost estimator
This estimator updates calculations live and explains every cost in a trustworthy breakdown.
41End-user experienceCatalogmay queue up to 10 min
Estimate breakdown
- Compute$288.00
- Runners$80.00
- Storage$32.00
- Subtotal $400.00
$400.00 /mo
≈ $4,800.00/yr
Excludes egress · prices USD · updated Sep 2026
- Team messaging thread
This thread clarifies delivery states and receipts while keeping AI assistance appropriately contained.
42End-user experienceCatalog#disruption-d084314 membersToday
Priya Nair · Clinical materials
Morning — the Ranger recall impact list is ready, linking below.
9:02 AM
Priya Nair · Clinical materials
d08431-hospital-impact.pdf
2.4 MB
9:02 AM
Sam Okafor · Supplier analyst
Thanks — prioritizing outreach by days of inventory now.
9:10 AM
Sam Okafor · Supplier analyst
9:14 AM
You · Response lead
can you confirm the clinical review list before EOD?
9:20 AM
Priya Nair · Clinical materials
Confirmed — nine approvals and three trials requested.
9:24 AM
Jess Lin · Data quality
Flagged three hospitals with incomplete item crosswalks.
9:31 AM
You · Response lead
Supplier call moved to 10:15 today.
9:40 AM
Priya Nair · Clinical materials
Noted, the hospital impact brief is current.
9:41 AM
Sam Okafor · Supplier analyst
Manufacturer outreach is sent.
9:52 AM
Jess Lin · Data quality
Validating substitute crosswalks now.
10:01 AM
You · Response lead
Great — update the task when it's done.
10:05 AM
Suggested reply:
Hospital impact brief is updated — link in thread
- Privacy center
This privacy center gives people clear language, version history, and meaningful consent controls.
47Trust, compliance & settingsCatalogSeattle Medical CenterYour data, your calls
Changes take effect within 24h · v12 policy
Data use
Product analytics
Help us improve search ranking — aggregated, never sold.
AI training
Let anonymized usage patterns improve our recommendation model.
Benchmarking
Compare your team's metrics against anonymized industry averages.
Sharing
Subprocessors
Share data with vetted infrastructure vendors (hosting, email delivery).
Case studies
Feature your anonymized results in marketing case studies.
Communications
Product updates
Occasional emails about new features and changes.
Marketing
Promotions, events and partner offers.
- Notification center
This notification center supports fast triage through grouping and controls for each message type.
48Notifications & systemCatalogNotifications
- Today
- Yesterday
- Smart alert banner system
This alert system balances severity, actionability, and respectful dismissal behavior.
49Notifications & systemCatalogMax 3 visible · critical pins to top · info auto-dismisses in 7 days
Critical
ERP sync failed 26m ago — 340 item records pending
Last attempt failed during item-master write-back
Warning
Three critical disruptions have no approved substitute
Twelve hospitals have fewer than seven days of inventory
Info
UIM enrichment completed — 842 missing fields resolved
Manufacturer and GS1 data applied overnight
- Command palette (⌘K)
This command palette combines fuzzy search, meaningful grouping, and a keyboard-first workflow.
50Notifications & systemCatalog
Every slice, and what it proves
| No. | Slice | What it proves | Status |
|---|---|---|---|
| 01 | Executive KPI command stripCommand dashboards · Generic | This command strip makes dense executive KPIs easy to scan at a glance. | Catalog |
| 02 | Activation funnel with drop-off diagnosticsCommand dashboards · Generic | This funnel reveals conversion friction through clear sequencing and diagnostic callouts. | Live |
| 03 | Real-time operations monitor (dark)Command dashboards · Devtools | This operations monitor keeps latency, stale data, and system load legible without creating alarm fatigue. | Catalog |
| 04 | Cohort retention heatmapCommand dashboards · Generic | This heatmap presents cohort retention with honest scales and readable patterns. | Catalog |
| 05 | Revenue waterfall + plan mixCommand dashboards · Fintech | This waterfall keeps financial arithmetic transparent while explaining changes in plan mix. | Catalog |
| 06 | Synchronized crosshair analytics boardCommand dashboards · Generic | This analytics board synchronizes shared interaction state across several visualization types. | Catalog |
| 07 | Automation fleet overviewCommand dashboards · AI | This fleet overview makes automation health, autonomy levels, and human overrides easy to monitor. | Catalog |
| 08 | North-star metric hero panelCommand dashboards · Generic | This panel gives one north-star metric enough context to support an executive decision. | Catalog |
| 09 | Line chart with confidence bands + event annotationsCharts & data viz · Generic | This chart communicates uncertainty, baselines, and causal events without overstating confidence. | Catalog |
| 10 | Stacked area with brush zoomCharts & data viz · Generic | This chart pairs an overview with focused detail so long time series remain manageable. | Catalog |
| 11 | Diverging sentiment barsCharts & data viz · Generic | This chart shows net sentiment without hiding the underlying response distribution. | Catalog |
| 12 | Scatterplot with quadrant analysisCharts & data viz · Generic | This plot turns multivariate relationships into a practical quadrant strategy. | Catalog |
| 13 | Sankey: signup → paid journeyCharts & data viz · Generic | This flow diagram preserves the underlying totals while making journey fallout easy to follow. | Catalog |
| 14 | Gantt: launch timelineCharts & data viz · Generic | This timeline makes dependencies, slippage, and the current date clear during planning. | Catalog |
| 15 | Radar: account health dimensionsCharts & data viz · Generic | This radar chart compares several health dimensions without unnecessary visual noise. | Catalog |
| 16 | Region performance mapCharts & data viz · Generic | This synchronized map and list make regional performance easier to explore and compare. | Catalog |
| 17 | Cited AI answer consoleAI agents & copilots · AI | This console keeps AI responses grounded by making citations and supporting evidence visible. | Catalog |
| 18 | Agent reasoning traceAI agents & copilots · AI | This trace makes an AI agent’s reasoning and actions inspectable. | Catalog |
| 19 | AI draft vs. human edit (diff view)AI agents & copilots · AI | This comparison helps editors judge AI changes without surrendering control of the final draft. | Catalog |
| 20 | Inline copilot in a formAI agents & copilots · AI | This copilot provides useful assistance without interrupting the form workflow. | Live |
| 21 | Voice agent call panelAI agents & copilots · AI | This call panel keeps live state, transcription, and conversational intelligence understandable in real time. | Catalog |
| 22 | AI approval queueAI agents & copilots · AI | This queue supports calibrated autonomy by making human approval deliberate and informed. | Live |
| 23 | Field-level confidence panelAI agents & copilots · AI | This panel makes extraction confidence visible at the field level and updates scores after review. | Live |
| 24 | Automation audit trailAI agents & copilots · AI | This audit trail creates an accountable history while preserving a safe path to undo actions. | Catalog |
| 25 | Prioritized work queueWork queues & ops tables · Generic | This queue balances operational density with clear sorting, SLA pressure, and efficient bulk actions. | Catalog |
| 26 | Kanban pipelineWork queues & ops tables · Generic | This pipeline supports direct manipulation with predictable movement and clear guardrails. | Catalog |
| 27 | Master-detail queue with tabbed drawerWork queues & ops tables · Generic | This queue coordinates selection, tabbed details, and keyboard navigation in one workflow. | Catalog |
| 28 | Faceted search with saved viewsWork queues & ops tables · Generic | This search experience combines facets, result counts, saved views, and recoverable empty states. | Catalog |
| 29 | Failed-payment recovery tableWork queues & ops tables · Enterprise | This table prioritizes revenue recovery through clear probabilities, deadlines, and next actions. | Catalog |
| 30 | Smart workload assignmentWork queues & ops tables · Generic | This assignment view balances manual control, automation rules, and honest capacity constraints. | Catalog |
| 31 | SLA breach escalation moduleWork queues & ops tables · Generic | This module keeps escalation paths calm and actionable when service targets are at risk. | Catalog |
| 32 | Multi-step onboarding wizardOnboarding & activation · Generic | This onboarding flow makes progress, reversibility, and time expectations clear from the start. | Catalog |
| 33 | Activation checklistOnboarding & activation · Generic | This checklist encourages progress with a restrained and credible sense of completion. | Live |
| 34 | Empty state → first valueOnboarding & activation · Generic | This empty state guides a new user from zero activity to their first meaningful result. | Catalog |
| 35 | Plan selector with usage meterOnboarding & activation · Generic | This selector explains usage, proration, and downgrade consequences without creating pricing anxiety. | Live |
| 36 | Integration connect gridOnboarding & activation · Generic | This grid treats every integration state as a clear and recoverable part of the setup experience. | Catalog |
| 37 | Guided tour overlayOnboarding & activation · Generic | This guided tour uses focused pacing, clear spotlights, and an easy way to exit. | Catalog |
| 38 | Smart signup formEnd-user experience · Generic | This signup form coordinates validation feedback so errors are timely, specific, and easy to correct. | Catalog |
| 39 | Meeting schedulerEnd-user experience · Generic | This scheduler presents availability as legible inventory that people can confidently book. | Catalog |
| 40 | Learning streak trackerEnd-user experience · Generic | This tracker supports habit formation through streaks, recovery states, and honest progress. | Catalog |
| 41 | Cloud cost estimatorEnd-user experience · Enterprise | This estimator updates calculations live and explains every cost in a trustworthy breakdown. | Catalog |
| 42 | Team messaging threadEnd-user experience · Generic | This thread clarifies delivery states and receipts while keeping AI assistance appropriately contained. | Catalog |
| 43 | Procurement spending insightsEnd-user experience · Enterprise | This dashboard explains plan variance, supplier concentration, and actionable procurement opportunities. | Catalog |
| 44 | Role permissions matrixTrust, compliance & settings · Enterprise | This matrix makes inherited permissions understandable and supports safe configuration changes. | Catalog |
| 45 | Audit log explorerTrust, compliance & settings · Enterprise | This explorer keeps complex forensic filtering understandable across a large audit history. | Catalog |
| 46 | Data lineage diagramTrust, compliance & settings · Enterprise | This diagram makes lineage, freshness, and sensitive-data handling visible across the system. | Live |
| 47 | Privacy centerTrust, compliance & settings · Generic | This privacy center gives people clear language, version history, and meaningful consent controls. | Catalog |
| 48 | Notification centerNotifications & system · Generic | This notification center supports fast triage through grouping and controls for each message type. | Catalog |
| 49 | Smart alert banner systemNotifications & system · Generic | This alert system balances severity, actionability, and respectful dismissal behavior. | Catalog |
| 50 | Command palette (⌘K)Notifications & system · Generic | This command palette combines fuzzy search, meaningful grouping, and a keyboard-first workflow. | Catalog |