Authorized administrative staff can now make changes to the schedule

This option, which was already available on the old platform, was designed to allow authorized administrative staff to manage physician schedules without having the same access and rights as the planner. The physicians’ group can thus benefit from the help of an assistant to manage their schedule.

 

For the planner

You can at any time delegate one or more members to manage the group’s schedule by contacting the PetalMD customer service.

Once the administrative staff has been delegated, it can add, trade or transfer a shift, and manage physician absences. An approval process can be implemented to ensure that any changes are accepted by the planner before being effective.

 

How?

From the “Group view”

Overview of shifts for a week assigned to the group

 

Add a shift

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Group view” has been selected at the top right of the screen
4. Choose the time period of the shift, and then click on the icon “+” and select “Add a shift”
5. Select the member to assign
6. Completed the required fields
7. Finish by clicking on ”Save”

 

Remove a shift

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Group view” has been selected at the top right of the screen
4. Select the shift schedule to remove
5. Finish by clicking on “Remove from schedule” 

 

Trade or transfer a shift

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Group view” has been selected at the top right of the screen
4. Select the shift schedule to trade or transfer
5. Click on “Trade or transfer a shift”
6. Choose the member to assign
7. Completed the required fields
8. Finish by clicking on ”Send my offer”

 

From the “Individual view”

Overview of shifts for a week assigned to a member

 

Add a shift

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Individual view” has been selected at the top right of the screen and select a member
4. Choose the time period of the shift, and then click on the icon “+” and select “Shift”
5. Select the shift to assign to this member
6. Finish by clicking on ”Add”

 

Remove a shift

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Individual view” has been selected at the top right of the screen and select a member
4. Select the shift schedule to remove
5. Finish by clicking on “Remove from schedule”
6. Completed the required fields
7. Finish by clicking on ”Save”

 

Trade or transfer a shift

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Individual view” has been selected at the top right of the screen
4. Select the shift schedule to trade or transfer
5. Click on “Trade or transfer a shift”
6. Choose the member concerned by this trade or transfer
7. Completed the required fields
8. Finish by clicking on ”Send my offer”

 

Add an absence

1. Click on “Calendars” from the menu bar
2. Select the schedule group which you are authorized to make changes
3. Ensure the option “Individual view” has been selected at the top right of the screen
4. Choose the time period of the shift, and then click on the icon “+” and select “Absence”