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Work Order Processing & Fulfillment


Being able to fill work orders before your competition is a key ingredient to success. With Clearview TSS you can instantly create new work orders to set the staffing process in motion. In addition, Clearview TSS will automatically match the right resource, with the required certifications to the most appropriate work order. This happens in seconds ... not minutes or hours. Once a work order is filled Clearview TSS allows you to send out confirmation to both the medical professionals and the clients.

Quick Work Order Entry
Stay one step ahead of your competition with Clearview TSS. The easy-to-use interface allows your staff to instantly create new work orders and set the staffing process in motion. With the logical design of the New Work Order screen, the order entry process is effortless.


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Select from multiple criteria for work orders including:

  • Client
  • Job date(s)
  • Fully customizable shift times
  • Nurse type & specialty (fully customizable)
  • Note field for tracking miscellaneous information
  • Specify “Holiday” & “Charge” rates
  • Ability to enter single or multiple orders
  • Assign primary contact & phone number
  • Auto-fill (great for when you already know what medical professional to assign)
  • Consecutive days (quickly assign a medical professional to work concurrent shifts)
  • Easily add multiple work orders, even when they’re not consecutive, by simply clicking in dates on a pop-up calendar

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Skills-Based Order Matching & Fulfillment
The process of filling work orders raises many questions: Which medical professionals are available? When can they start? Will they be going into overtime? And, are their credentials up to date? Once you enter an order into Clearview TSS, the system goes to work evaluating each medical professional's profile, searching for the best match.


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Clearview TSS then returns a list of qualified medical professionals and ranks each one of them from most favorable to least favorable for the assignment. The higher the candidate's ranking, the closer the match is to the criteria specified in the work order.


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Each Medical Professional Is Ranked Based On The Following Matching Criteria:

  • Certification & Specialty - A medical professional must meet the requirements for certification and specialty in order to show up in a query as a potential candidate.
  • Calendar of Availability - Tells you if the medical professional has specifically requested to work the specific shift and day of the order in question.
  • Shift Conflicts - Indicates if there would be any shift conflicts as a result of placing the medical professional into the order in question.
  • Facility Preferences - Tells you what medical professionals are preferred at the facility vs. those medical professionals who may have been asked not to return (DNR'd).
  • Licenses - Warns you of any credentials that might be expired as of the date the shift is to be worked.

Additional Productivity Tools:

Drill-down Hyperlinks - Quickly drill-down into a medical professional's profile for more detailed information.

Mileage Calculator - Determine approximate number of miles from medical professional's home to the facility.

Gross Profit Calculator - Know exactly what your gross profit for the shift will be - before booking the medical professional.

Call Tracker - Document the result of every call to a medical professional and track important items such as "turned down shifts", "left message", etc.

Once you have queried Clearview TSS and located the right medical professional, the next step is to simply fill and confirm the work order. At this point, authorized users have the ability to make any last minute overrides including pay and bill adjustments. The skills-based order matching process in Clearview TSS allows you to feel confident that the medical professional you have assigned is the most qualified and capable individual you have to offer your client.

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Automated Confirmations
The Confirmation Manager allows you to instantly send confirmations out to both the medical professional and client via email. For your medical professionals, email confirmations contain shift information as well as a 30-day reminder of all shifts your agency currently has that medical professional booked for.


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On the client side, you can email all or selected contacts a confirmation. If you prefer, a confirmation report can be printed and then faxed over to your client.

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Confirmations Made Quick & Easy:

  • Email or fax confirmations
  • Automatic time and date stamp to enhance accountability
  • Track special notes with the Custom note field
  • Provide driving directions for your medical professionals
  • Sort unconfirmed orders by Hospital, Medical Professional or Date
  • Navigate easily to a medical professional or client profile with Quick drill-down capabilities
  • Use color codes for easy viewing


Long Term Orders

Similar to the standard work order entry screen, the Long Term Order module allows you to easily create work orders such as 8, 13 and 26-week assignments. Get the same benefits and features that regular work orders has, plus expanded search criteria to help you quickly find the best medical professional to fill the order. Easily find the right personnel to fill your orders based on many factors including licenses and certifications, specialties, availability, and many others. A Journal also conveniently records your actions to help you can keep track of your actions and gives you what you need to know for follow-up.

 

 

 

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