Short answer: five things: today's bookings and gaps by clinician, this week's rebooking rate, claims older than 30 days by funder, cash and what's due out, and any registration, CPD or indemnity warning. One page; a brief at 6am that names only what needs a decision.
Why not the software's reports
Cliniko and Halaxy report on what they hold; Xero on what it holds. Nobody reports on the join, and the join is where the decisions are: a clinician with gaps and a recall list, a funder that stopped paying, a registration due in the busiest month.
What it reads
Practice software and ledger, read-only. Compliance from the register. The brief runs on a Claude seat in your own Google or Microsoft account.
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Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.