Create a Callout profile

As a planner, you can create a Callout profile. 

A Callout profile is a collection of saved Callout settings that you can reuse each time that you start a Callout for an Open shift. 

You must create at least one Callout profile before starting a Callout. 

1. In the side menu, select Scheduling . 
2. Under Groups, select a group.
3. In the calendar, select an Open shift.
4. In Assignment, select Start Callout. 
5. Select Create Callout profile.
6. In Callout profile name, enter a descriptive name for the Callout profile.
7. (Optional) In Description, enter a description of the Callout profile. 
8. (Optional) Select Default profile to make this the default Callout profile.
9. Select Next. 
10.  Under Communication settings, configure these settings:
    • Automated: Send notifications by email or text message and record responses automatically. 
      Note: The planner can still enter or edit responses manually.
    • Manual: Contact healthcare professionals by phone and record responses manually.
    • Channels: If you select Automated, choose the notification channels (email, text message, or both).
    • Time interval between notifications: If you select Automated, enter the time between notifications. The default interval for automated Callouts is 5 minutes.
11. Select Next. Under Callout profile settings, a list of eligible healthcare professionals appears.
    • Name: The name of the healthcare professional. The names in this column come from the Seniority list. These healthcare professionals have the Member with a permanent position status. 
    • Seniority: The length of time a healthcare professional has held a position, worked for an organization, or been part of a group.
    • Period hours: The total number of hours that the healthcare professional is scheduled for the current period. Hours appear in red if the healthcare professional exceeds the scheduled hours.
    • Daily hours: The number of hours the healthcare professional is already working on the current day.
    • Employment status: Indicates whether the healthcare professional is a permanent employee or an employee on the Recall list.
    • Eligible: Indicates if the healthcare professional has the necessary skills to work this shift, as defined in the Skills section.
    • Last Callout answered: The date and time upon which the healthcare professional last responded to a Callout. Planners can use this information to prioritize professionals who responded the longest time ago.
12. Filter the list of healthcare professionals. 
    • Daily hours: Shows healthcare professionals who can work a full shift because they are not assigned to another shift that day. 
    • Period overtime: Shows healthcare professionals who have not exceeded their regular hours. Use this filter to prioritize those not in overtime to help reduce costs.
    • Employment status: Shows the employment status of each healthcare professional. Use this filter to prioritize permanent employees over those on a recall list.
    • Order by response time: Shows when each healthcare professional last responded to a Callout. Use this filter to prioritize those who responded the longest time ago. The further in the past the Callout response, the higher the priority attributed to the healthcare professional. 
    • Eligible for shift: Shows healthcare professionals who are eligible for the shift. Use this filter to prioritize eligible professionals. 
13. Select Next.
14. To indicate whether responses to this Callout determine priority for future Callouts, select Use responses from this Callout. By default, this option is turned on.  If you clear this option, the system ignores responses to this Callout when determining member priority for future Callouts.
15. Select Save.