Medical Professional & Client Profiling

Keeping track of client and medical professional information couldn't be easier. In one easy to navigate application, you have immediate access to critical information that will speed up your decision making process and eliminate errors that result from accessing inaccurate information. Track key information including credentials, availability, previous placements, and more.

Medical Professional Profiling
Chances are you spend a lot of time managing information about your medical professionals. Searching through filing cabinets…one after the next, opening up spreadsheets and making calls to co-workers all in an effort to get a medical professional’s scheduled before your competition does. The bottom line…you could be spending valuable time focused on growing your business instead of managing tedious tasks.

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Temp Information - Track the basics about your medical professionals including address, phone numbers, emergency contacts, work status, certification and specialties.

Calendar - Maintain up to the minute availability for each of your medical professionals, quickly view and modify current work schedules and instantly place a medical professional into new assignments. You can even perform a reverse query from the calendar in order to match a Temp to an open Work Order. View screen shot

Journal - Document everything about your medical professional's activities with automatic time and date stamping including "worked shifts, "turned down shifts" and "cancelled shifts". You can even create follow-up tasks and to-do's for your employees ensuring important follow up items don't fall through the crack. View screen shot

Facilities - Staff with confidence knowing that you are always sending the most preferred medical profession out on the right assignment. Using the Facilities tab you can easily track whether a Temp is preferred or DNR’d from a certain facility including their Orientation status at each facility. A convenient Notes tab allows you to track additional information. View screen shot

Licenses/Certifications - If it has expiration date associated with it…Clearview TSS can track it. This module can be customized allowing you track just about any credential or license you see fit. View screen shot

Pay - Establish flexible rules for how your medical professionals get paid and then let Clearview TSS perform the calculations. View screen shot

• Auto Pay lets you conveniently assign pay rates based on the rate group that has been designated for the facility.
• Differentials allow you to add or subtract a dollar amount to the Auto Pay function.
• Flat Pay makes it easy to assign a special rate to a special medical professional.
• Contract Rates are a semi-automatic approach to assigning unique rates that are occasionally needed.

Availability - View which medical professionals are available to work within a specific time period, including standard 8 and 12-hour shifts. Easily set default availability statuses to quickly match your personnel with orders. A unique color-coding scheme lets you determine who’s available versus who’s not. View screen shot

Document Manager - For every one of your Temps, keep track of all their electronically stored documents, including scanned licenses, credentials, resumes and any other documents you require for employment purposes. Plus, with just a few clicks you can email these documents directly to your hospital clients, thus speeding up the verification process. View screen shot

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Access - Give a medical professional access to login from their home and update their availability on-line. The medical professional is also able to view their current work schedule but is unable to make changes to the schedule. View screen shot

Client Profiling
Similar to the Medical Professional Profile, the Client Profile aims to address the fundamental data management needs facing today's medical staffing agencies. The Client Profile form makes it easy for you to capture and maintain important information about the healthcare organizations you do business with.

Client Information - Facility names, departments, addresses and phone numbers are just a few of the basics. Easily create and/or modify Rate Groups. Simplify your billing process by using the Master/Facility feature. Establish Regions and segment your client base and assign roles to different users.

Calendar - Maintain up to the minute open and filled schedules for each client. Quickly view and modify current work schedules and instantly fill open orders with a medical professional. View screen shot

Order Manager - Get an overview of all the orders for a client within a time period. View order number, job dates, type of medical professional needed, shifts required, and more. View screen shot

Journal - Document everything about your client's activities with automatic time and date stamping including "order created, "order filled", and "cancelled shifts". You can even create follow-up tasks and to-dos for your clients ensuring important follow up items don't fall through the crack. View screen shot

Document Manager - For each of your clients, keep track of all their electronically stored documents including scanned rate contracts and proposals along with any other important documents. Plus, with just a few clicks you can email these documents directly to your internal staff members or to your hospital clients. View screen shot

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Client Settings -Provide better customer service by establishing custom shift times (including an automatic lunch break) for each client. View screen shot

Contacts - Keep track of unlimited contacts for each one of your clients. Email your clients directly from their personal profile and maintain notes for each one.

Client Manager - Edit or update data at any time, add client records, search for client records, or view all available records in a tabular format. View screen shot

Facility Access Portal - Using the Facility Access module, you’ll be able to communicate faster and smarter with your clients. Plus, you’ll be able to differentiate yourself from the competition and ensure greater client satisfaction by using this new module. It has powerful features, such as:

Automated Work Order Fulfillment & Confirmations
Customizable Temp Evaluations
Automated Licensure & Credential Verification
Client-specific Reporting

Never again will essential client information be more than a few clicks away!

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