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 providers 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 providers appears.
    • Name: The name of the healthcare provider. The names in this column come from the Seniority list. These healthcare providers have the Member with a permanent position status. 
    • Seniority: The length of time a healthcare provider has held a position, worked for an organization, or been part of a group.
    • Period hours: The total number of hours that the healthcare provider is scheduled for the current period. Hours appear in red if the healthcare provider exceeds the scheduled hours.
    • Daily hours: The number of hours the healthcare provider is already working on the current day.
    • Employment status: Indicates whether the healthcare provider is a permanent employee or an employee on the Recall list.
    • Eligible: Indicates if the healthcare provider 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 provider last responded to a Callout. Planners can use this information to prioritize providers who responded the longest time ago.
12. Filter the list of healthcare providers. 
    • Daily hours: Shows healthcare providers who can work a full shift because they are not assigned to another shift that day. 
    • Period overtime: Shows healthcare providers 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 provider. Use this filter to prioritize permanent employees over those on a recall list.
    • Order by response time: Shows when each healthcare provider 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 provider. 
    • Eligible for shift: Shows healthcare providers who are eligible for the shift. Use this filter to prioritize eligible providers. 
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.