Comprehensive & Highly CustomizableĀ
Overall Schedule Management
- Master Schedule: Offers detailed, customizable views of provider schedules across multiple regions and time zones.
- Provider and Customer Schedules: Easy access and management of individual provider and customer schedules, including options to email reports directly.
Individual Job Management
- Initiate and Manage Jobs: Efficiently create and manage jobs with detailed job specifications, session management, and bulk editing capabilities.
- Session Details and Assignments: Detailed management of job sessions, including provider assignments, additional charges, and offsets.
Advanced Query and Feedback Systems
- Query Emails: Automated email queries to providers for job assignments with customizable templates.
- Feedback Manager: Integrated system for receiving and managing feedback from providers, customers, and clients.
Billing and Invoicing
- Comprehensive Billing Integration: Integration with QuickBooks Online for seamless invoicing and financial management.
- Unbilled Sessions Management: Tools to manage and view unbilled sessions, including special reports and automated email notifications.
Report Generation
- Extensive Reporting Options: Generate various reports including provider billing, mileage/travel charges, utilization, and cancellation reports.
- Customizable and Exportable Reports: Options to export reports to spreadsheets and customize the data views.
User Access and Management
- User Roles and Access Levels: Detailed user management with varying levels of access for staff, regional staff, providers, and clients.
- Login and Security Features: Secure login options with password recovery, session timeouts, and activity logs.
System Setup and Customization
- System Customization: Extensive options for customizing system settings including email templates, notification setups, and business defaults.
- Automated Processes: Features for setting up automated email notifications and managing template-based communications.
Customer and Provider Preferences
- Preference Management: Tools for managing customer and provider preferences, including non-preference markings and preferred provider displays.
Support and Resources
- Comprehensive User Guide: Access to detailed user guides and support documentation.
- Dedicated Support Team: Options to contact the support team for personalized assistance.
…and more
- Chat: Instantly see who’s online and available for video calls
- SMS Integration: Seamless text messaging within the platform
- Org-to-Org Transfers: Easily transfer jobs between institutions and agencies.
- Job Bulletin Board: Automated emails of pending jobs for providers to pick up when their schedule allows.
- Adaptive Scheduling: Flexible customer ranges, provider choiceāslice jobs into time slots that providers can select.