> ## Documentation Index
> Fetch the complete documentation index at: https://docs.optexity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PointClickCare Detailed Census Report Generation

> Automate PointClickCare login, facility selection, and detailed census report export as CSV for aggregated data analysis

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

```json theme={null}
{
  "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

```json theme={null}
{
  "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               |