Staff & Workflow ManagementPurpose:
1.2. Simplify real-time shift swaps, vacation requests, and on-call management using scheduling automation.
1.3. Reduce manual scheduling conflicts and errors with automated calendar and notification flows.
1.4. Streamline automating onboarding of new providers and temporary staff.
1.5. Enable automated alerts for schedule changes, overtime risk, and certification expirations.
1.6. Integrate automator flows for time-off policies and compliance audits.
1.7. Automatedly synchronize schedule data between HR, payroll, EHR, and front-desk systems.
1.8. Automate reporting for staff utilization, shift gaps, and shift adherence.
Trigger Conditions:
2.2. Automated leave or absence request by staff member.
2.3. Automated detection of scheduling conflicts or double-booked shifts.
2.4. External calendar (Google Calendar, Outlook) update via API.
2.5. Incoming patient demand triggering automated shift extension.
Platform Variants:
• Feature: Calendar API – automate insertion, updating, or deleting events based on staff availability.
3.2. Microsoft Outlook/Exchange
• Feature: Graph API – automate reading & writing calendar events and resolving scheduling conflicts.
3.3. Slack
• Feature: Events API – automate notifications or collect time-off confirmations via message triggers.
3.4. Zoom
• Feature: Meeting API – automate scheduling links for telemedicine shifts; update/cancel via workflow.
3.5. When I Work
• Feature: Open API – automatedly manage shifts, time-off, and availability changes programmatically.
3.6. BambooHR
• Feature: Time Tracking API – automate synchronization of PTO and work hours with schedule.
3.7. Kronos Workforce Ready
• Feature: Scheduling API – automate staff rosters and monitor overtime as per system policy.
3.8. Deputy
• Feature: REST API – automated creation and update of schedules, shift swaps, and role-based assignments.
3.9. Shiftboard
• Feature: Schedule API – automate updating and publishing of new or changed staff schedules.
3.10. Gusto
• Feature: Scheduling API & Webhooks – automate syncing employee time-off and payroll records.
3.11. Trello
• Feature: Board/Calendar Power-Up – automate card creation for shifts; calendar sync via API.
3.12. Asana
• Feature: Tasks API – automated triggering and updating of tasks for coverage gaps or shift reminders.
3.13. PagerDuty
• Feature: On-Call API – automates rotation of on-call shifts and incident allocation.
3.14. DocuSign
• Feature: eSignature API – automate distribution and collection of new policy acknowledgements.
3.15. ADP Workforce Now
• Feature: Scheduling & Time API – automate feeds for staffing and payroll integration.
3.16. Salesforce Health Cloud
• Feature: Custom Objects & Workflow – automate notification flows between schedulers and providers.
3.17. Google Sheets
• Feature: Sheets API – automate reading/writing to staff schedule spreadsheets for consolidated analysis.
3.18. Zapier
• Feature: Webhooks/Email Parser – automate forwarding external schedule change alerts into workflow tools.
3.19. Twilio SMS
• Feature: Messaging API – automate SMS notifications for shift confirmations or schedule changes to staff.
3.20. ServiceNow
• Feature: ITSM API – automate incidents when staffing levels fall below automated thresholds.
3.21. Monday.com
• Feature: Automations & API – automate schedule board updates and custom notifications.
Benefits:
4.2. Automatedly improve accuracy and predictability of shift coverage.
4.3. Boost staff satisfaction via instant notifications and real-time self-service automation.
4.4. Lower compliance risk by automating time-off, overtime, and credential checks.
4.5. Effortless integration with payroll, HR, and EHR using automation APIs.
4.6. Unlock real-time analytics into staff utilization and clinic workflow automator insights.
4.7. Enhance patient care by automating quick response to patient demand fluctuations.