Thirty three walkthroughs covering onboarding through pay, for the schedulers, coordinators and credentialing teams who run this day to day, and for the clinicians using the mobile app.
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Create job posts to fill open schedule needs using internal clinicians or external staffing partners. Set clinician types, compensation and bill rates, licensing and specialty filters, privilege requirements, and job details before inviting partners and rostered clinicians.
Review and accept incoming job requests from clients, then submit qualified clinicians. Covers assessing job details, searching the MPI database, adding clinicians manually, holding statuses, attaching documents, and completing name clear submissions.
Review and approve name clear submissions. Check clinician details, notes, licensing, prior practice activity and source of submission, then approve CV presentation to trigger the next onboarding step for staffing partners.
Set and track start date goals for clinicians moving through onboarding. Enter goal dates, compare goal against actual start dates, and use those figures to see where onboarding is slowing down.
Work through the full set of roster pages for agency-submitted clinicians. Review notes, presentation documents, job post details, contracts and rates, privileging checklists, and the info bar that tracks status, commitments and onboarding readiness.
Set up presentation checklists for clinician onboarding. Add and track required documents such as CVs, board certifications and licenses across every practice.
Build staffing models and shift templates with pay rules and matching criteria. Set shift times, types, descriptions, colors, credential requirements, overtime and call pay rules, rounding options and open shift cadence before applying the model to the schedule.
Schedule shifts using the calendar, editor and shift view formats. Select and assign shifts, choose clinicians, apply notes, drag or multi select blocks, and schedule across several views.
Use schedule health indicators to watch open shifts and coverage. Read open shift counts and agency claimed shifts across calendar and editor views, then assign clinicians to close the gaps.
Handle approval workflows and cancellations from staffing partners. See how agencies submit cancellation requests, how organizations review and approve them, and how to track status, reasons and change log history in the shift list.
Create and manage practice groups for multi location visibility and shared scheduling. Select practices, set group visibility, and view combined schedules across them.
Review, filter and approve timesheets in the Time and Invoice workspace. Navigate pay period summaries, filter by clinician or partner, view detailed hours and expenses, dispute line items with notes, and approve timesheets into invoicing.
Review and dispute individual timesheet line items during approval. Check flagged entries, read notes, select items to dispute, enter reasons, and return the timesheet to the submitting organization for correction.
Submit and approve timesheets in bulk across staffing agencies and healthcare organizations. Select several timesheets, submit clinician hours, review submitted items, and bulk approve what is pending for invoicing.
Move individual timesheet items, or a whole timesheet, into a different pay period. Review late added expenses, use overflow options, choose the new period, and update items so invoicing stays accurate.
Manage default task assignees and reassign work across users. Filter by specialty and task type, bulk select tasks, update assignees, and move responsibility from one user to another.
Create pay period templates for timesheet and payroll workflows. Configure monthly or custom periods, set pay dates, submission and approval deadlines, choose credential categories and clinician classifications, then save the template for later use.
Apply pay period templates to practices across the organization. Select templates by credential type, save or overwrite existing settings, choose target practices, and confirm the template landed correctly in practice setup.
Generate invoices from approved timesheets and correct them afterwards. Configure invoice generation permissions, create invoices, review details, un-generate statements, edit line items, and regenerate the corrected version.
Track an invoice from creation through payment. Assign invoices to partner agencies, move statuses from not sent to unpaid to paid, and return an invoice to an editable state when a correction is needed.
Invite clinicians to reach their schedules through the mobile app. Download the app, create a first time login, enter credentials and NPI where required, and finish account setup from the emailed invitation link.
Set available, unavailable or preferred dates in the mobile app. Tap dates, update status, bulk select weekends or weekdays, and apply the changes.
Claim open shifts shared by healthcare organizations from the mobile app. View notifications, review what is available, spot days already scheduled, select several shifts, and submit the claims for review.
Submit worked shifts, overtime and expenses from the mobile app. Edit time entries, add overtime activities with notes, record hotel or other expenses with pay codes and dates, attach receipts from the phone, and send the timesheet for approval.
Turn on and manage account notifications. Adjust settings by workspace and role access so the right people hear about key actions and system events.
Create and manage custom user roles with defined access levels. Configure role based permissions, enable clinician compensation options, and manage which practices a role can see.
Set practice level access for individual users and for roles. Restrict visibility by specialty, filter practices, and update access to limit which locations someone can view and manage.
Create custom partner types and add new partner organizations. Build partner categories, assign types such as affiliated groups, and onboard partners by adding their details and sending access invitations.
Set and update default assignees for workflows, facilities or specialties. Filter by practice or state to assign ownership and keep task routing tidy.
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