THE PATIENT ENGINE KNOWLEDGE HUB
Find the right playbook in seconds
SOPs, playbooks and treatment references for every team at Patient Engine, organized by role and kept current by the people who own them.
100+Docs live
6Team shelves
5Doc types
SHELVES
Start with your team
Every doc lives on one shelf, ordered the way the work actually happens.
Media Buyers
17
Treatment Reference
55
NEW HIRE PATH
Your first week, in order
Docs pinned with the Start Here tag. Everyone does 1–3, then your team’s steps.
- 1Update Your PE Email SignatureEveryone
- 2Slack Best Practices for Team CommunicationEveryone
- 3Organize Google Drive for Easy AccessEveryone
- 4Media Buyer Team OverviewMedia Buyers
- 5AM Dashboard OverviewMedia Buyers
- 6Client Onboarding ChecklistClient Setup
NEEDS REVIEW
Docs to check
These may be outdated or duplicated. Shelf owners review them and tag them Current.
HOW DOCS ARE LABELED
Know what you’re opening before you click
SOPStep-by-step procedure.
PlaybookThe why and how of our approach.
ChecklistA list to tick through.
ReferenceInfo to look up: treatments, trackers, overviews.
TemplateReady-to-copy emails and messages.
CurrentOwner reviewed itNeeds reviewMay be outdatedArchivedKept for history
ASK THE ACADEMYCOMING SOON
Ask a question. Get the exact doc.
An assistant that answers only from the Academy and always links the article it used. If nothing matches, it says so and shows the three closest docs.
How do I pull an ad spend report for a client?
Find the client’s billing cycle (a 20th billing date runs the 20th to the 19th), search the client in the reporting platform with that date range, then paste the spend into the Total column of the billing sheet.
Pull an Ad Spend ReportClient Success · SOPOpen article