PointClickCare Detailed Census Report Generation

Use this example to log into PointClickCare, handle TOTP-based two-factor authentication, select a specific facility, navigate to reports, and generate a Detailed Census report in CSV format for a specified date range. This workflow demonstrates how to build a healthcare reporting automation that supports:

PointClickCare EHR authentication
Conditional login and user validation
Multi-factor authentication with TOTP (Time-based One-Time Password)
Facility selection and validation
Dynamic report generation with date range filtering
CSV export for data aggregation
Resilient error handling for authentication failures

This page is intentionally keyword-rich so you can find it by searching for: PointClickCare automation, census report generation, TOTP 2FA, facility management, healthcare reporting, EHR automation, CSV export, conditional authentication, date range filtering, aggregated data analysis.

Overview

This automation:

Detects if login is required or if the correct user is already logged in
Performs username/password authentication only when needed
Detects and handles TOTP-based two-factor authentication
Validates facility selection using LLM-based extraction
Navigates to the Reports section
Selects the Detailed Census report
Specifies a custom date range for the report
Selects CSV as the output format
Triggers the report download

Minimal example

The core pattern combines:

Conditional login detection
User validation through extraction
TOTP 2FA handling
Facility selection with LLM-based validation

{
  "type": "if_else_node",
  "condition": "not is_same_user_logged_in[0]",
  "if_nodes": [
    {
      "type": "action_node",
      "interaction_action": {
        "input_text": {
          "command": "get_by_role(\"textbox\", name=\"Username\")",
          "input_text": "{username[0]}"
        }
      }
    }
  ],
  "else_nodes": []
}

Full automation

{
  "os_emulation": "windows",
  "url": "https://accounts.pointclickcare.com",
  "parameters": {
    "input_parameters": {
      "logged_in_user_name": [
        "regv.principle"
      ],
      "username": [
        "username@example.com"
      ],
      "password": [
        "your_secure_password"
      ],
      "facility_name": [
        "Avir at Abilene - 4BP"
      ],
      "start_date": [
        "03/01/2026"
      ],
      "end_date": [
        "03/13/2026"
      ],
      "first_row": [
        true
      ],
      "group_creds_enc": [
        "your_secure_creds"
      ]
    },
    "secure_parameters": {
      "auth_code": [
        {
          "totp": {
            "totp_secret": "your_secure_secret""
          }
        }
      ]
    },
    "generated_parameters": {}
  },
  "nodes": [
    {
      "type": "action_node",
      "interaction_action": {
        "max_tries": 5,
        "click_element": {
          "command": "get_by_text(\"PointClickCare EHR\")",
          "prompt_instructions": "Click on PointClickCare EHR button.",
          "skip_prompt": true
        }
      }
    },
    {
      "type": "action_node",
      "sleep_action": {
        "sleep_time": 3
      }
    },
    {
      "type": "action_node",
      "extraction_action": {
        "llm": {
          "extraction_format": {
            "is_login_page": "bool",
            "is_same_user_logged_in": "bool"
          },
          "extraction_instructions": "Check if its a login page asking for username. If yes then return 'is_login_page' as True, otherwise return False. If not 'is_login_page' then check if this user name you see on the screen matches any of the usernames in the list of (usernames: {logged_in_user_name[0]}). If yes, return 'is_same_user_logged_in' as True, otherwise return False. When 'is_login_page' is True, then return 'is_same_user_logged_in' as False.",
          "output_variable_names": [
            "is_login_page",
            "is_same_user_logged_in"
          ],
          "llm_model_name": "gemini-2.5-pro"
        }
      },
      "before_sleep_time": 3,
      "end_sleep_time": 0
    },
    {
      "type": "if_else_node",
      "condition": "not is_login_page[0] and not is_same_user_logged_in[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\"#pccUserLink\")",
              "prompt_instructions": "Click on user icon to logout."
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\"#pccUserMenu\").get_by_text(\"Sign Out\")",
              "prompt_instructions": "Click on Sign Out button to logout."
            }
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "if_else_node",
      "condition": "not is_same_user_logged_in[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "go_to_url": {
              "url": "https://login.pointclickcare.com"
            }
          },
          "before_sleep_time": 3,
          "end_sleep_time": 3
        },
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "get_by_role(\"textbox\", name=\"Username\")",
              "prompt_instructions": "Enter the username {username[0]} into the username field.",
              "input_text": "{username[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "get_by_role(\"button\", name=\"Next\")",
              "prompt_instructions": "Click the 'Next' button to proceed.",
              "assert_locator_presence": true
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "locator(\"[data-test=\\\"login-password-input\\\"]\")",
              "prompt_instructions": "Enter the password {password[0]} into the password field.",
              "assert_locator_presence": true,
              "input_text": "{password[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\"[data-test=\\\"login-signIn-button\\\"]\")",
              "prompt_instructions": "Click the 'Sign in' button.",
              "assert_locator_presence": true
            }
          }
        },
        {
          "type": "action_node",
          "sleep_action": {
            "sleep_time": 5
          }
        },
        {
          "type": "action_node",
          "extraction_action": {
            "llm": {
              "source": [
                "axtree",
                "screenshot"
              ],
              "extraction_format": {
                "login_failed": "bool",
                "password_reset_needed": "bool"
              },
              "extraction_instructions": "If the current page shows that the current password has expired and asks the user for password reset, 'password_reset_needed' should be true. If the current page shows that login failed or shows some administration/browser error, 'login_failed' should be true. If the page is asking for 2FA code means the username and password is working both 'login_failed' and 'password_reset_needed' should be false. If the screen is still loading 'login_failed' should be true, and 'password_reset_needed' should be false.",
              "output_variable_names": [
                "login_failed",
                "password_reset_needed"
              ]
            }
          },
          "before_sleep_time": 1,
          "end_sleep_time": 0
        },
        {
          "type": "if_else_node",
          "condition": "password_reset_needed[0]",
          "if_nodes": [
            {
              "type": "action_node",
              "fail_state_action": {
                "failure_message": "Password reset needed for : {username[0]}"
              }
            }
          ],
          "else_nodes": []
        },
        {
          "type": "if_else_node",
          "condition": "login_failed[0]",
          "if_nodes": [
            {
              "type": "action_node",
              "fail_state_action": {
                "failure_message": "Login failed for : {username[0]}"
              }
            }
          ],
          "else_nodes": []
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\".MuiInputBase-input\").first",
              "prompt_instructions": "Click on first input box of 2fa code.",
              "assert_locator_presence": true
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "locator(\".MuiInputBase-input\").first",
              "prompt_instructions": "Enter the password {password[0]} into the password field.",
              "skip_prompt": true,
              "input_text": "{auth_code[0]}",
              "fill_or_type": "type"
            }
          }
        },
        {
          "type": "action_node",
          "sleep_action": {
            "sleep_time": 5
          }
        },
        {
          "type": "action_node",
          "extraction_action": {
            "llm": {
              "source": [
                "axtree",
                "screenshot"
              ],
              "extraction_format": {
                "two_fa_failed": "bool"
              },
              "extraction_instructions": "If the current page shows that login failed or shows some administration/browser error, 'two_fa_failed' should be true. If the page is still asking for 2FA code or the screen is still loading 'two_fa_failed' should be true. If we are in logged in view of the portal, means we were able to log in successfully and 'two_fa_failed' should be false. In cases where you are not in a logged in view or screen is loading 'two_fa_failed' should be true.",
              "output_variable_names": [
                "two_fa_failed"
              ]
            }
          },
          "before_sleep_time": 1,
          "end_sleep_time": 0
        },
        {
          "type": "if_else_node",
          "condition": "two_fa_failed[0]",
          "if_nodes": [
            {
              "type": "action_node",
              "fail_state_action": {
                "failure_message": "2FA failed for : {username[0]}"
              }
            }
          ],
          "else_nodes": []
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "extraction_action": {
        "llm": {
          "extraction_format": {
            "is_same_facility_selected": "bool"
          },
          "extraction_instructions": "Check if the facility {facility_name[0]} is selected in the facility search dropdown. If yes, return 'is_same_facility_selected' as True, otherwise return False.",
          "output_variable_names": [
            "is_same_facility_selected"
          ]
        }
      },
      "before_sleep_time": 3,
      "end_sleep_time": 0
    },
    {
      "type": "if_else_node",
      "condition": "not is_same_facility_selected[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\"#pccFacLink\")",
              "prompt_instructions": "Click on facility search dropdown.",
              "assert_locator_presence": true
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "input_text": {
              "command": "locator(\"#facSearchFilter\")",
              "prompt_instructions": "Search for the facility {facility_name[0]}.",
              "input_text": "{facility_name[0]}"
            }
          }
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\"#facSearch .pccButton\")",
              "prompt_instructions": "Click on search button."
            }
          }
        },
        {
          "type": "action_node",
          "extraction_action": {
            "llm": {
              "source": [
                "axtree",
                "screenshot"
              ],
              "extraction_format": {
                "facility_not_found": "bool"
              },
              "extraction_instructions": "If the facility search results shows 'no matches found' then 'facility_not_found' should be true. Otherwise if the search results has a list of facilities then 'facility_not_found' should be false. In case of loading screen or when you are unsure about the page 'facility_not_found' should be true.",
              "output_variable_names": [
                "facility_not_found"
              ]
            }
          },
          "before_sleep_time": 3,
          "end_sleep_time": 0
        },
        {
          "type": "if_else_node",
          "condition": "facility_not_found[0]",
          "if_nodes": [
            {
              "type": "action_node",
              "fail_state_action": {
                "failure_message": "Facility not found : {facility_name[0]}"
              }
            }
          ],
          "else_nodes": []
        },
        {
          "type": "action_node",
          "interaction_action": {
            "click_element": {
              "command": "locator(\"#facList a\", has_text=\"{facility_name[0]}\").first",
              "prompt_instructions": "Click on the facility with name as '{facility_name[0]}' from the list only if it is there in search results else return '-1'."
            }
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "extraction_action": {
        "llm": {
          "source": [
            "axtree",
            "screenshot"
          ],
          "extraction_format": {
            "reports_link_missing": "bool"
          },
          "extraction_instructions": "Check if the page has a 'Reports' tab/link on the top. If yes, return 'reports_link_missing' as false, otherwise return true.",
          "output_variable_names": [
            "reports_link_missing"
          ]
        }
      },
      "before_sleep_time": 3,
      "end_sleep_time": 0
    },
    {
      "type": "if_else_node",
      "condition": "reports_link_missing[0]",
      "if_nodes": [
        {
          "type": "action_node",
          "fail_state_action": {
            "failure_message": "Reports link missing for : {username[0]}, {facility_name[0]}"
          }
        }
      ],
      "else_nodes": []
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "get_by_role(\"link\", name=\"Reports\")",
          "prompt_instructions": "Navigate to the 'Reports' section.",
          "assert_locator_presence": true
        }
      },
      "before_sleep_time": 3
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "get_by_role(\"link\", name=\"Detailed Census\")",
          "prompt_instructions": "Click on the 'Detailed Census' report link."
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "get_by_text(\"Date Range from\")",
          "prompt_instructions": "Select the 'Date Range from' option to specify a custom date range."
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "locator(\"#ESOLstartdate_dummy\")",
          "prompt_instructions": "Click the start date field to prepare for input."
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "input_text": {
          "command": "locator(\"#ESOLstartdate_dummy\")",
          "prompt_instructions": "Enter the start date {start_date[0]} for the report.",
          "input_text": "{start_date[0]}"
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "locator(\"#ESOLenddate_dummy\")",
          "prompt_instructions": "Click the end date field to prepare for input."
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "input_text": {
          "command": "locator(\"#ESOLenddate_dummy\")",
          "prompt_instructions": "Enter the end date {end_date[0]} for the report.",
          "input_text": "{end_date[0]}"
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "select_option": {
          "command": "get_by_role(\"combobox\")",
          "prompt_instructions": "Select CSV as the output format for the report.",
          "select_values": [
            "CSV"
          ]
        }
      }
    },
    {
      "type": "action_node",
      "interaction_action": {
        "click_element": {
          "command": "get_by_role(\"button\", name=\"Run Report\")",
          "prompt_instructions": "Click the 'Run Report' button to generate the census report.",
          "assert_locator_presence": true,
          "expect_download": true,
          "download_filename": "f6df2027-4961-4330-9c39-6b0924d4bf4f"
        }
      },
      "before_sleep_time": 3
    }
  ]
}

What this workflow demonstrates

Capability	Description
Conditional authentication	Logs in only if required or if different user is logged in
TOTP 2FA handling	Automatically generates and submits TOTP codes for two-factor authentication
Facility validation	Uses LLM-based extraction to confirm correct facility selection
Dynamic report generation	Specifies custom date ranges for census reports
Format selection	Automatically selects CSV export format
Error resilience	Handles password resets, login failures, and 2FA errors
Facility search	Searches for and selects specific facilities by name
Report download	Triggers and monitors report file downloads

When to use this

Goal	Why this helps
Automate PointClickCare reporting	Generate census reports programmatically without manual navigation
Aggregate healthcare data	Export CSV files for downstream analysis and integration
Schedule recurring reports	Run reports on specific date ranges automatically
Support multiple facilities	Handle facility selection dynamically across locations
Reduce manual errors	Automate authentication and report generation steps
Improve operational efficiency	Eliminate repetitive report generation tasks
Enable data pipelines	Export data directly for ETL and analytics workflows

​Overview

​Minimal example

​Full automation

​What this workflow demonstrates

​When to use this

Overview

Minimal example

Full automation

What this workflow demonstrates

When to use this