Operational engine
Remove manual work from every part of the service — reports routed by your rules, every communication on one timeline, and recalls, workflows and templates that run themselves.
When a report is approved…
Send the report to the referring manager
Draft the invoice from the agreed rates
Smart report routing
Reports automatically routed based on provider workflows, audit scores and clinician grade — each draft lands in the right state, with the right reviewer.
See it in a demoDrafted by a nurse — routed to a senior clinician for approval, never straight to sent.
Communication timeline
A chronological trail of all communications — clinical, admin, client and employee — in one place, so nothing gets lost in email.
See it in a demo- 09:12ClinicalConsultation notes added
- 09:40ClientReport released to manager
- 10:02EmployeeQuestion answered by OH team
One chronological trail — nothing lost in email.
Workflow automation
Control what happens, when, and to whom across every process — routing, notifications, and follow-ups defined by your rules, not hard-coded ones.
See it in a demoWhen a report is approved…
- Send the report to the referring manager
- Draft the invoice from the agreed rates
Your rules, not hard-coded ones — changed in minutes, no ticket.
Knowledge base
Store your policies and procedures to inform platform behaviour throughout — so drafts, coaching, and triage reflect how your service works.
See it in a demo- Sickness absence policy.pdfIndexed
- Audiometry protocol v3.docxIndexed
- Night worker guidance.pdfProcessing
Drafts now follow your audiometry referral thresholds, not a generic template.
Recall and scheduling
Automated recall alerts and clinic building based on surveillance requirements — recalls raised on time, every time, without a spreadsheet.
See it in a demo- J. Donnelly · AudiometryDue 14 Nov
- M. Kaur · Skin checkDue 21 Nov
12 recalls grouped into one clinic on 14 Nov.
Branding and templates
Customise reports, letters and communications to match your brand — your logo, your wording, your house style on every document that leaves the platform.
See it in a demoBrand colour
Routed by rules, not chased by hand
Smart report routing and workflow automation move every report, recall and follow-up along without anyone pushing — based on your workflows, audit scores and clinician grade.
- Routed by clinician grade and audit score — not by who remembers
- Recalls raised on time, every time, without a spreadsheet
- Sign-off fires release, invoice and recall on one timeline
Draft report
Drafted by trainee clinician
Rule check
By grade + audit score
Senior review
Routed for sign-off
Signed off
Triggers automatically
What it changes
Illustrative outcomes teams see when this part of Ally is doing the work.
- 100%of reports routed by your rules, not by hand
- Onetimeline holding every message on the case
- Zerorecalls missed because a spreadsheet went stale
Illustrative figures based on typical time savings; actual results vary by workflow and case mix.
Operational engine questions
Common questions about this part of Ally. Can't find what you're looking for? Book a demo and ask us directly.
From your provider workflows, audit scores and the drafting clinician's grade. A report from a senior clinician with a strong audit record follows a different path from one drafted by a trainee — each draft lands in the right state with the right reviewer, automatically.
No. Automation controls routing, notifications, and follow-ups — the operational plumbing around a case. Clinical decisions always sit with a clinician, and anything AI-drafted still requires clinician approval.
You add your policies and procedures to the knowledge base, and Ally draws on them throughout — so drafts, coaching, and triage reflect how your service works, not a generic template. You stay in control of what's in it at all times.
From each employee's surveillance requirements. Ally raises recall alerts as they fall due and builds the clinics to meet them — so recurring surveillance runs on the platform, not on a spreadsheet someone has to remember to check.
Reports, letters and communications — the documents and messages that reach your clients and their employees. Your logo, your wording, and your house style, applied consistently without per-document effort.
The rest of the platform
Intake and referrals
Receive, triage and action every referral.
Appointments
Schedule, manage and optimise every clinic.
Clinical intelligence
Tools that support clinicians to deliver faster, more consistent care.
Connected experience
Give clients real-time visibility of their OH programme.
Employee health
Give employees ownership of their own health.
Governance and compliance
Stay clinically accountable and audit-ready.
Commercial intelligence
See the whole business in plain language.
See Ally in action
Book a demo to see how Ally supports more efficient workflows, clearer insights, and reduced manual workload.