6. Accounts

An account is the top-level customer record in clearPath. Every facility, unit, user, audit session, and report belongs to exactly one account. Use the Accounts page to view the customer accounts you have access to, edit contact information, billing details, and per-account feature flags.

To open the Accounts list, go to Account | Accounts.

6.1. Accounts List

6.1.1. Stat Chips

Cards across the top give you an instant rollup:

• Total Accounts — every account visible to you.

• Active — accounts currently in use.

• Inactive — accounts paused or retired.

• Pending — accounts waiting for approval.

• Rejected / UnPaid / Delete — accounts flagged for one of these administrative states.

6.1.2. Page Header Actions

• Export — saves the current (filtered) list to HTML, CSV, or Excel.

• New Account — opens the new-account wizard (visible only to users with permission to create accounts).

6.1.3. Filtering

• Search accounts… — matches text anywhere in the account name or contact.

• All States — filter by state (Active, Inactive, Pending Approval, Waiting For Confirm, Rejected, UnPaid, Schedule for Delete).

• All Countries — scope to accounts in a single country.

• All Provinces — scope to accounts in a single province or state. The list updates based on the country you chose.

• All Expiry — show accounts whose license is Valid (31+ days), Expiring Soon (≤30 days), or Expired.

• Refresh — reload the list.

6.1.4. Row Columns

Each row is one account:

• State — coloured icon showing the current state (green for active, grey for inactive, etc.). Display only.

• Account Name — the account name and, underneath, the province and country.

• Settings — compact summary chips for the account: number of facilities, units, admins, auditors, devices, users, active sessions, inactive sessions, archived sessions, and total active observations.

• Domain — the account’s custom domain URL, if configured.

• Contact — the primary contact name and email on file.

• Expiry Date — when the account’s license expires.

6.1.5. Row Action Menu

Click the three-dot icon at the end of any row:

• Edit — opens the Account Editor.

• License Keys — opens the account’s license manager. Only shown to root/system users (accountid 0); hidden for customer administrators.

• Delete Account — permanently removes the account and every facility, user, session, and report attached to it. Asks for confirmation because this cannot be undone.

6.1.6. Bulk Selection

Tick one or more checkboxes to reveal the bulk-selection bar, then Delete Selected to remove several accounts in one step. The x clears the selection.

6.2. Account Editor

Click an account (or choose Edit from the row menu) to open the Edit Account dialog. Information is organized into eight tabs. The Leapfrog tab is shown only when the account is licensed for the Leapfrog module, or when you sign in as a system user.

6.2.1. General

The General tab shows the account’s identity and a live map of its address on the right. Fields:

• Account Name — the customer-facing name used on reports, dashboards, and emails.

• Contact Name and Email Address — the primary contact clearPath emails for renewals, support, and distribution-list failures.

• Address, City, Province / State, Postal Code, Country — the customer’s mailing address. The map on the right updates as you edit the address.

• Billing Interval — Disabled (no billing), Monthly, or Annually.

6.2.2. Options

Account-wide switches and preferences.

• Account State — the lifecycle state (Active, Inactive, Pending Approval, Suspended, Trial, Locked).

• Enable Password Audits — turn on password-policy auditing for every user on the account.

• Send Statistics — opt the account in or out of anonymised aggregate telemetry.

• Support Email and Domain URL — the account’s branded support address and (optional) custom web domain.

• Software Edition — Community, Professional, Enterprise, or Ultimate. Drives which features the account can reach.

• Moment Method — 2, 4, or 5 Moments of Hand Hygiene. Controls the set of moments auditors see in cp2go.

• Healthcare Type — Acute Care or Long Term Care.

• Reporting Period (Fiscal Year Start) — the month the account’s fiscal year begins. Every Fiscal Year dashboard and report reads from this setting.

• Timezone and Language — the account’s default timezone and UI language.

6.2.2.1. Hawthorne Adjustment

Direct observation of hand hygiene is well known to inflate measured compliance — healthcare workers wash their hands more often when they know they are being watched. The literature calls this the Hawthorne effect [1] [2] [3] [4]. Reported gaps between observed compliance and electronically-measured compliance run from roughly 1.5× to 3× depending on the study and the unit.

clearPath does not change the raw observed numbers anywhere — the Hand Hygiene Compliance gauge, every report, and every export continue to show the figure auditors actually recorded. The Hawthorne adjustment is applied only to the Adjusted Compliance (Hawthorne) dashboard widget, and is calculated as:

adjusted = max(observed × factor, observed × floor)

• Factor — the multiplier applied to observed compliance to estimate the unobserved rate. Range 0.30–1.00; default 0.55. The default sits at the midpoint of values reported in the peer-reviewed literature: Srigley et al. found compliance fell from 57% under observation to 25% without it (a factor of roughly 0.44) [1]; Hagel et al. reported observed-to-electronic ratios between 1.55× and 1.7× (factors of 0.59–0.65) [2]; Kohli et al. found high-performing units typically showed less inflation than low-performing units [4]. Set Factor = 1.00 to disable the discount and leave the widget showing the observed value unchanged.

• Floor — the minimum the adjusted result will be reported as, expressed as a fraction of the observed value. Range 0.00–1.00; default 0.30. The floor exists as a sanity guard — without it, a very low Factor could push the adjusted rate to a number that is not meaningful (an account with 80% observed and a factor of 0.20 would otherwise show 16%).

The adjustment is applied at display time only; raw audit data, historical exports, and benchmark sharing are never adjusted.

References

[1] (1,2)

Srigley JA, Furness CD, Baker GR, Gardam M. Quantification of the Hawthorne effect in hand hygiene compliance monitoring using an electronic monitoring system: a retrospective cohort study. BMJ Qual Saf. 2014;23(12):974–80. doi:10.1136/bmjqs-2014-003080.

[2] (1,2)

Hagel S, Reischke J, Kesselmeier M, Winning J, Gastmeier P, Brunkhorst FM, Scherag A, Pletz MW. Quantifying the Hawthorne effect in hand hygiene compliance through comparing direct observation with automated hand hygiene monitoring. Infect Control Hosp Epidemiol. 2015;36(8):957–62. doi:10.1017/ice.2015.93.

[3]

Eckmanns T, Bessert J, Behnke M, Gastmeier P, Rüden H. Compliance with antiseptic hand rub use in intensive care units: the Hawthorne effect. Infect Control Hosp Epidemiol. 2006;27(9):931–4. doi:10.1086/507294.

[4] (1,2)

Kohli E, Ptak J, Smith R, Taylor E, Talbot EA, Kirkland KB. Variability in the Hawthorne effect with regard to hand hygiene performance in high- and low-performing inpatient care units. Infect Control Hosp Epidemiol. 2009;30(3):222–5. doi:10.1086/595692.

6.2.3. Share

Controls how the account participates in community benchmark sharing.

• Enable Sharing — opt the account in to the community benchmark pool.

• Region — the geographic region used for benchmark grouping.

• Corporate Compliance — share overall corporate compliance figures.

• Indicator — share per-indicator compliance figures.

6.2.4. Dates

Key milestones in the account’s lifecycle, used by support and billing.

• Purchase Order Date

• Invoice Date

• Installation Date

• Training Date

• Go Live Date

• Expiry Date

The expiry date drives the All Expiry filter on the list and the expiry warnings in the header banner when a renewal is due.

6.2.5. Logo

• Current Logo — a preview of the logo in use on reports, emails, and dashboards.

• Upload New Logo — pick a replacement. Recommended spec: 210 × 40 px, 600 dpi, PNG or SVG.

• Logo System Path — the server-side file path where the logo is stored (read-only for most users).

6.2.6. Reports

Per-account reporting defaults. Toggles here decide which reports are available to users on this account and which formats (PDF, CSV, Excel) are offered.

6.2.7. Features

Per-account feature flags. Turn individual clearPath features on or off for this customer — for example, enable custom audits, digital signage, challenges, or MQTT integrations on a per-account basis without changing the customer’s edition.

6.2.8. Leapfrog

The Leapfrog tab sets the account-wide observation targets and status thresholds used by every Leapfrog widget on the dashboard and by the Leapfrog Hand Hygiene Standard report. Each unit on the account inherits these values unless an override is set on the unit (see Unit-Level Overrides).

6.2.8.1. Observation Targets (per unit)

These targets describe how many observations a unit is expected to record over each reporting cadence. The defaults match the minimum volumes recommended in Leapfrog’s 2026 Hand Hygiene Fact Sheet.

• Monthly — minimum observations per unit per month. Default 67.

• Quarterly — minimum observations per unit per quarter. Default 200.

• Semi-annual — minimum observations per unit per six-month period. Default 400.

• Annual — minimum observations per unit per year. Default 800.

• Custom range (per month) — the per-month rate applied when a dashboard or report uses a custom date range that does not match one of the standard cadences. Default 66.6667.

6.2.8.2. Status Thresholds

Two compliance percentages decide how each unit is classified on the Leapfrog dashboard widgets and on the report.

• Complete % ≥ — a unit is shown as Complete when its compliance reaches or exceeds this percentage. Default 100.

• Gap % ≥ — a unit is shown as Gap while its compliance is at or above this percentage but below Complete. Default 60. Anything below the Gap threshold is treated as Missing.

Click Restore defaults to put every target and threshold on this tab back to the values shown above.

6.2.9. Saving

Click Submit to save your changes across every tab, or Cancel to discard them. Changes to Timezone, Language, Moment Method, and Healthcare Type take effect the next time each user on the account signs in.