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How to Auto-Schedule Auto-Schedule Benefits Auto-Schedule FAQ Auto-Schedule is a new feature in the Nursa app that allows you to reduce the manual effort put into reviewing clinician profiles and scheduling shifts by seamlessly assigning clinicians you’ve added to your Favorites List to the shifts that you post. When you enable Auto-Schedule, you will optimize staffing operations, improve schedule fulfillment rates, save time, and shift your focus to delivering exceptional patient care. Prefer to choose clinicians yourself? No problem—opt in or out of Auto-Schedule anytime, or fine-tune it shift by shift. How to Auto-Schedule 1. Build Your Favorites List Auto-Schedule fills shifts only with your favorited clinicians. To add a clinician to your Favorites, (1) go to the data menu, (2) select “Clinicians,” (3) search for the clinician you want, and (4) click the heart icon next to their name. 2. Open Settings and Enable Auto-Schedule Navigate to settings in the left-hand menu and find the new “Auto-Schedule” option. Turn on the purple toggle switch next to the buildings or units where you want Auto-Schedule enabled. 3. Post Your Shifts By default, any new shift you post will be instantly scheduled when one of your favorited clinicians requests it. If you don’t want to use Auto-Schedule for a specific shift, simply turn off the purple toggle on the “Add Shift” screen. 4. Streamline Your Scheduling Once your shifts are posted, Auto-Schedule will handle the requests for you, freeing up your time to focus on what matters most. Easily see and monitor the status of your shifts right from the “Schedule” screen. Auto-Schedule Benefits for Facilities Time Savings–Set It and Forget It: Simplify staffing by auto-scheduling your favorite clinicians, allowing you to spend more time delivering patient care. Schedule Clinicians You Know and Trust: Ensure consistent quality by using Auto-Schedule to staff shifts with only trusted clinicians from your Favorites List. Fill Shifts With Speed: Gain peace of mind and better secure your top-choice clinicians by scheduling requested shifts instantly with Auto-Schedule. Flexibility In Choice: Stay in control with Nursa’s Auto-Schedule— easily turn it on or off anytime, even for individual shifts. Auto-Schedule FAQs How do I turn on auto-schedule? Navigate to Settings in the main menu to enable auto-schedule for the facilities you choose. Any requests received from favorited clinicians will be automatically accepted. Can I set auto-schedule at the shift level? If auto-schedule is enabled via Settings, it is possible to override the setting and disable it for a specific shift – to post some exception shifts. However, it is not possible to enable it for specific shifts if the general setting is turned off. How can I tell what shifts have Auto-Schedule enabled? There is no differentiation in Schedule or Shift views or on Shift Details. There will be an indicator if a request is automatically accepted. This is planned for a future release. Is Auto-Schedule logic built on a ‘first come first serve for favorited clinicians? Yes. If two favorited clinicians request a shift, the clinician that favorited first will be selected. Over time, we will look to improve and enhance the logic here. Can I change a shift’s auto-schedule status after it’s been posted? No, once a shift is posted you cannot enable or disable auto-schedule for that shift. If there are no requests, you can delete the shift and re-post it. What if I don’t receive any requests from favorite clinicians? If no favorited clinicians request to work the shift, requests must be manually reviewed as usual. If I add a clinician to favorites, will their previously-made requests be auto-scheduled? No, auto-schedule works by automatically responding to a request. Only new requests submitted after a clinician is favorited will be auto-scheduled. After I enable auto-schedule, will previously-made requests from favorites be auto-scheduled? No, auto-schedule works by automatically responding to a request. Only new requests submitted after auto-schedule is enabled will be auto-scheduled. How frequently can I enable or disable auto-schedule? Auto-schedule can be disabled or enabled as needed. Turning it on only over the weekend, for example, and turning it off during schedulers’ working hours is possible. Note that if you post exception shifts when auto-schedule is enabled and then disable and re-enable the general setting, any shift-level exceptions will persist. Can I use auto-schedule for uploaded shifts? Yes, with the Nursa’s 3.10 release it is possible to create auto-scheduled shifts by uploading shifts (via a .csv file) if the general auto-schedule setting is enabled. To disable auto-schedule for a single shift, use the parameter AS=no. Are there specific notifications for auto-schedule that I can control in the Communications Preference center? Auto-scheduled shifts will generate a new in-app notification when a clinician is scheduled. This notification, during Beta, is always sent. Otherwise, auto-scheduled shifts receive the same notifications as manually-scheduled shifts. For Beta, we will also send a confirmation email when auto-schedule is enabled. Can I use auto-schedule to accept any qualified request? No, requests can only be auto-scheduled for clinicians who’ve previously worked at your facility and have been favorited. See Data > Clinicians for a list of clinicians and add to favorites using the heart icon. In the future we expect it will be possible to use Screenings to evaluate clinicians. How long before a shift should I take action if my shift isn't auto-scheduled? Manual action might be needed. Although the shift may be auto-scheduleable, we recommend manually scheduling from any pending requests at least 24 hours before the shift starts. That way the clinician will have enough notice to plan for and show up to work the shift. What are the tactical steps I need to take if I only want Auto-Schedule to run at night and not during the working hours of the day? When you are ready to post shifts, first go to Settings and turn ON the Auto-Schedule feature globally Every shift you post while setting is ON will default to having Auto-Schedule on. If specific shifts should have Auto-Schedule OFF, toggle setting off at shift level. Then when you are ready to “turn off Auto-Schedule”, go back to Settings and turn OFF the Auto-Schedule feature globally. Every shift you post while this setting is OFF will not be set to Auto-Schedule. When you are ready to turn Auto-Schedule ON for the night, go back to Settings and turn ON the Auto-Schedule feature globally. All previous selections at the shift level will persist. Note: If a clinician requested a shift that was set to have Auto-Schedule ON but it was requested during the time the global Auto-Schedule setting was OFF, this shift will not be Auto-Scheduled when you turn it back on.

Introducing ShiftReady Your Facility’s Way To Empower Clinicians With Access To Your Essential Training Resources Meet your facility’s training requirements with confidence. ShiftReady is a free tool that enables facilities to share essential training materials with clinicians. Clinician progress and completion for your facility’s training are tracked and recorded within the platform to provide effortless record keeping for facility administrators Explore ShiftReady Why ShiftReady? ShiftReady is a FREE tool for facilities to share & track completion of essential training materials. Customizable: ShiftReady accepts all kinds of formats (mp4, PDF, pptx, SCORM, etc.) to help build facility-specific trainings and promote regulatory compliance. Reporting & Record Keeping: ShiftReady contains robust, user-friendly reporting tools to enable effortless record keeping. Mobile-Friendly: ShiftReady makes training convenient through its mobile-first design and the ability to start and restart trainings with ease. Kyte Learning: ShiftReady is owned & operated by instructional design expert, Kyte Learning. It was developed with Nursa to make online training more accessible for facilities and clinicians. How to Get Started with ShiftReady Share your facility’s training requirements and resources with your local Nursa representative. You can go HERE to find yours today Explore ShiftReady Find Shifts /* Style for dropdown */ .dropdown { display: block; border: 0px solid #ccc; /* Add border around the question */ padding: 20px; cursor: pointer; margin-bottom: 10px; /* Add margin for spacing */ box-shadow: 0 2px 5px rgba(0,0,0,.2); /* Add box shadow */ background-color: white; /* White background for the question */ } .answer { display: none; margin-top: 10px; /* Add margin for spacing */ padding: 20px; /* Add padding */ color: black; /* Text color */ } .dropdown.active + .answer { display: block; } .question-text { font-weight: bold; /* Make question text bold */ color: #5924b0; /* Text color for question */ font-size: 18px; /* Set question text size */ } .answer p { font-size: 18px; /* Set answer text size */ } Common Questions and Answers Q1: What is ShiftReady? ▼ A1: ShiftReady is a free, online content management platform that offers clinicians access to a library of training resources. Q2: Where do I find ShiftReady? ▼ A2: https://shiftready.kytelearning.com or in a facility’s custom credential within the Nursa app. Q3: Is there a fee to use ShiftReady? ▼ A3: Nope! It is free for clinicians and facilities. Q4: Can clinicians track progress and completion of trainings through ShiftReady? ▼ A4: Yes, progress and course completion are tracked within ShiftReady. Q5: How can ShiftReady help me qualify for work in specific facilities? ▼ A5: By completing the trainings recommended by facilities in their primary screening lists, you, as an independent contractor, can better demonstrate your qualifications and set your profile apart when requesting shifts at their facilities. Q6: How do I submit proof that I have completed training to a facility? ▼ A6: After completing a course, you should upload a screenshot or digital copy of the training’s certificate of completion to the corresponding credential on your Nursa profile. Once this step is taken, facilities on the Nursa app will be able to see and verify that you have completed that credential. Q7: Is there support available if I have questions or technical issues with ShiftReady? ▼ A7: Yes, ShiftReady support is available through the help button “bell” in the bottom left corner of the home screen. If the ShiftReady support team cannot help, you can always reach out to Nursa Support HERE. Q8: Are there any community or peer support features within ShiftReady? ▼ A8: Not currently, but Nursa Community is a great resource for peer support and is available to all Nursa users. Q9: Where can clinicians find all of their completed courses, courses in progress, and courses to complete? ▼ A9: Within the "My Learning" tab in ShiftReady.

In California, all healthcare facilities providing direct care services are required to have a signed California Department of Public Health (CDPH) Form 530 on file for each non-employee individual who is paid for direct care services (i.e. independent contractors). To help facilities fulfill this requirement, starting June 13, 2024 all clinicians will be required to e-sign a digital copy of the CDPH 530 form in order to be paid for the shift. Facilities will have access to e-sign their portion of the form and download completed copies for their records. This feature is active for all shifts completed in California. Use Nursa's new digital CDPH 530 form as a replacement to your current process or in addition to your existing workflow as a backup. How do I fill out CDPH 530 forms? As a facility user for shifts in California, you will be able to easily sign and complete the CDPH 530 form when submitting your facility shift report. Complete your shift report as normal The form will pop up and you will give your electronic signature Click "Sign and Confirm" Submit shift report Note: If a facility user does not complete their shift report and it is auto-verified, the form will need to be signed before downloading. How do I download CDPH 530 forms? Click the menu in the top left corner Scroll to "Data" tab Select "CDPH 530" If connected to multiple facilities, Select a Facility Filter by the shift date range you are interested in Select the forms you wish to download Select "Sign Selected" if signatures are still needed Note: You can only download forms that are signed Select "Download Selected" to download forms Note: This form is only available for facilities located in California.

Numerous facilities utilize a variety of scheduling software platforms for internal scheduling. Nursa has forged partnerships and tailored integrations with COVR, EasyShifts, UKG, and is actively in discussions with additional collaborations. If you employ scheduling software and are open to exploring custom integration options, please reach out to your Nursa Account Manager for further discussion. COVR Demo Video

Daylight Saving Time begins on the second Sunday in March, moving clocks forward at 2AM, and ends on the first Sunday in November, with clocks turning back at 2AM. The Nursa app seamlessly adjusts for these transitions, ensuring accurate shift report calculations for facility invoices. If you are approving shifts reports during the transition, the app will tell you that your actual hours will be accurately reflected on your invoice, whether an extra hour or one less. Note: Hawaii and Arizona, non-participants in daylight savings, remain unaffected.

Introducing Organization and Unit Roles **Coming soon** Based on roles set by an organization administrator, each unit or facility can have specified roles and permissions allowed within the Nursa App. Organization Management serves as a central hub within the Nursa app, empowering facilities to efficiently oversee and optimize your internal scheduling structures. This dynamic system streamlines the management of organizations, including buildings, units, and associated users, fostering enhanced collaboration and streamlined operations. Organization Roles: Administrator: Grants access to the Organization Management dashboard and allow user to manage the units and users that belong to the organization Member: Users that are connected to the organization or any unit associated with the organization but unable to access organization management. Unit Roles: Manager: Grants the ability to post shifts, manage shifts’ policies, accept or reject shift requests, submit facility shift reports, manage facility profile and access financial information. Scheduler: Grants the ability to post shifts, manage shift’s policies, accept or reject shift requests and submit facility shift reports. Viewer: Can view all information but unable to complete any actions. How It Works Only the Organization Administrators will be able to view the Organization Management hub. Access and edit through the following: Tap Menu Tap Settings Select Organization Management Switch Organization that you may be connected to by selecting the Switch button. Edit Units by taping Units and locating specific unit name and selecting the three dots on the right to Edit Unit Profile. Edit Roles by taping Users and selecting three dots to Edit Role. Ensure you are saving changes as you go The Organizational Management hub is an invaluable resource to facilities is designed to empower and provide autonomy to organization administrators to manage units and users. With its user-friendly interface and powerful features, this hub is an invaluable asset for organizations.

Finding Nursa clinicians who have worked at your facility and pulling a PBJ report has never been easier. With our new Clinician Directory, facility users can search clinicians by name and filter the clinician list by a specified date period. Tap Menu in the top left Select Data Select Clinicians Filter Clinicians using Facility drop-down, Date Range and Search bar A list of all clinicians matching criteria will populate Select to export as CSV file or simply view selected profiles If downloading CSV, it will be sent to email associated with your profile including: Job ID Shift Start Date Name License Facility Shift Time Time Worked Profile URL Mock Report