What the Advisor sends to the AI provider

The exact structure of the briefing pack, with illustrative figures and practitioner names replaced

When a clinic owner asks the Advisor a question, ClinicSignal assembles a briefing pack in code, sends it to Anthropic together with the question as typed, and shows the written answer. The pack is a readable document, not a database dump. Below is its full structure as generated by the live system. The section headings are exact; the figures are illustrative; practitioner names are replaced with letters. Nothing in a real pack identifies a patient: there are no patient names, contact details, dates of birth, patient reference numbers, clinical notes or per-appointment rows.

Sections, in order

• Clinic briefing pack (header with the snapshot time)
• Data scope (only when the owner has a single site selected)
• Where the user clicked from (only when the question came from an "Ask about this" link)
• Clinic profile
• Clinic performance snapshot
• What moved revenue last month
• Team performance (up to 15 practitioners)
• Computed advice findings (up to 8)
• Benchmarks (cohort medians only)
• Marketing
• Market conditions
• What data you hold for this clinic
• How the metrics are worked out
• Where each figure comes from

Illustrative pack

# Clinic briefing pack
Everything below was computed in code from the clinic's own connected data. This pack is the ONLY source of numbers for your answer.
Snapshot freshness: the clinic performance figures were computed 18 Oct 2026, 07:44.

## Clinic profile
- Discipline: physiotherapy
- Locations: 2
- Active clinical practitioners: 6
- Practice management system: Cliniko
- Currency: GBP

## Clinic performance snapshot (computed 18 Oct 2026, 07:44, from the clinic's connected data)
Activity and capacity:
- Attended appointments this month so far: 412 (last month 598)
- New patients this month: 41 (last month 63; last 30 days 58)
- Diary fill / utilisation: 78% (last month 81%)
- Rebooking rate: 86% (prior 30 days 84%)
- Did-not-attend rate: 2.1%
Money:
- Revenue this month so far: 24,180 (same point last month 23,950)
- Revenue last month: 35,620; same month last year: 31,400
- Revenue per clinical hour: 92
- Patient value: 486 (measured from invoices over 12 months)
- Data reliability grades: revenue HIGH, occupancy HIGH, therapist MEDIUM

## What moved revenue last month (Aug 2026 to Sep 2026)
The movement decomposes exactly as:
- Attended visits: +1,840
- Price per visit: -410
- Mix of services: +620
- Residual (invoices not tied to an attended visit): +310
Context (facts, not money terms in the bridge):
- One practitioner returned from leave in September.
- Marketing contribution is deliberately not part of this bridge.

## Team performance
Per-practitioner performance, computed the same way as the Team page. Practitioner names are fine to use. Frame the lower performer supportively.
- Practitioner A: attended 118, rebooking 91%, revenue per hour 104, new patients 14, rebooked within 14 days 9 of 11
- Practitioner B: attended 96, rebooking 83%, revenue per hour 88, new patients 9, rebooked within 14 days 6 of 9
- Practitioner C: attended 74, rebooking 79%, revenue per hour 81, new patients 7, rebooked within 14 days 4 of 7
(up to 15 rows; only practitioners with 15 or more attended visits are ranked)

## Computed advice findings
- Wednesday afternoons are 34% below the clinic's own average fill for the last 8 weeks.
- Sessions per episode for first-visit patients in August fell to 3.1 from a 12-month norm of 4.2.
- 23 patients whose last visit was 60 to 90 days ago have no future booking.
(up to 8 findings; each names a pattern, never a patient)

## Benchmarks (cohort medians only, sample floors already applied)
- Rebooking rate: clinic 86%, cohort median 82% (UK physiotherapy, 3 to 7 practitioners)
- Diary fill: clinic 78%, cohort median 74%
- Revenue per clinical hour: clinic 92, cohort median 90
No other clinic is identified; cohorts contain at least 20 clinics.

## Marketing
Broadest window is the fairest read; judge marketing on it, never on a thin window.
- Last 90 days: spend 1,842, clicks 1,210, estimated patients from paid ads 38 (estimate, built from confirmed bookings and tracked calls)
- Return on ad spend: 6.1x (estimated)
- Cost per patient in context: 48, typical for the area band
- Marketing health score: 79
- Organic search traffic: 1,460 clicks in 90 days
- Tracked keyword rankings: 46 tracked, 18 in the top 3

## Market conditions (sector-wide UK MSK demand index)
- Composite demand index this month: -4.2% versus the trailing norm
- Sector conversions: -3.1%; search demand: +1.0%

## What data you hold for this clinic
- Appointments since Mar 2019; invoices since Jan 2021; 6 practitioners; 2 locations; marketing channels: Google Ads, Google Analytics, Search Console.

## How the metrics are worked out (exact definitions)
- Rebooking rate: share of attended appointments in the last 30 days with any later booking.
- Diary fill: attended hours over rostered hours for the calendar month.
(definitions for every figure above)

## Where each figure comes from (provenance dictionary)
- Attended appointments: Cliniko individual appointments, status derived from arrival and cancellation fields.
- Revenue: invoices by issue date; appointment fees where no invoice exists.
(a line per figure)

What is sent alongside the pack

• The owner's question, exactly as typed. See the Data Guide, section 7: there is no filter, and the clinic is responsible for not entering patient details.
• The last few turns of the same conversation, so follow-up questions make sense.
• A fixed system instruction telling the model to use only the pack's numbers, to hedge causes, to name no clinics and no clinic counts, and to refuse to invent figures.

Anthropic processes the request under its data processing addendum and does not use it to train models. Under Anthropic's standard commercial API terms, which is what ClinicSignal uses, inputs and outputs are deleted within 30 days of processing, except where retention is required to enforce Anthropic's usage policy or by law. The pack is never stored by ClinicSignal; only the question is kept, as described in the Data Guide.