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  • Lesson 6: Scheduling a Clinician

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    After you post shifts with Nursa, clinicians will see them and start requesting!

     

    As the facility user, you have final say in who works in your building, which also means you are responsible for scheduling clinicians for your shifts.

     

    Be sure to keep up on your notifications and check the app to see who’s requested your shifts.

    image.pngReviewing Requests and Scheduling a Clinician

    1. Tap Menu in the top left
    2. Select Schedule
    3. Tap Filters above your calendar on the left

    4. Tap Shift Status

      • Shift Status filters default to include eight statuses: Open, Viewed, Requested, Scheduled, In Progress, Clinician Shift Report, Facility Shift Report, Admin Shift Report, and Completed

    5. To more easily identify only Requested shifts, deselect all other Shift Statuses by tapping the purple “x” next to the other seven statuses

    6. Tap the purple check mark

    7. Tap Save

      • Note: Requested shifts show as red dots on the calendar, indicating an action is needed

    8. Tap on the Shift Card
    9. Tap Manage Request
    10. You’ll see a list of clinicians who have requested to work that shift.
      • From this view, you can see how many credentials each clinician has that match your Screening List (e.g. 10/14 Credentials), and you can view each clinician's request for more details
    11. image.pngTap on each clinician to see view their profile:
      • Facility Rating – how they’ve been rated working at your facility only
      • Notes – information left by someone else connected to your facility
      • License
      • Match to Screening List
        • You'll see your selected Screening List. If a clinician has a credential, the check mark next to it will be blue. If they're missing the credential, it will be grayed out
        • Note: If the clinician is missing a credential that you’d like them to upload if possible, tap Suggest Clinician Upload a Credential to contact the clinician
      • Background Check(s)
      • Experience (if provided)
      • Contact Information
    12. Tap Reject if you want to pass on the clinician, or Schedule to confirm this clinician

     

    That’s it! You’ve now scheduled that clinician. They will be notified that they have been scheduled, and you’re all set!

     

    Next up, completing a Facility Shift Report.




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