Smarter Week

How to automate it

How to automate “build staff and provider schedules”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

120 min
typically, once a week
50%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Let staff pick up and swap shifts in a scheduling app

Healthcare scheduling apps check skills, licenses and hours, let staff swap and claim open shifts on their phone, and help managers build the schedule from templates.

Typically saves about 45% of the time3 h to set up
  1. 1Check which tool your organization uses (UKG, QGenda, ShiftWizard, symplr, Smartlinx, NurseGrid, or Deputy for clinics).
  2. 2Load staff skills, licenses and rules.
  3. 3Post open shifts in the app first.
  4. 4Turn on self-service swaps with manager approval.

Tools: UKG · QGenda · ShiftWizard · symplr · NurseGrid

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Practice / clinic managerDental office manager / treatment coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Practice / clinic managers