The Aged Care and Disability Package (ACD) has been built specifically for the Australian Healthcare market and is aimed at providing the ability to integrate into 3rd party Client Management Systems that have been built on Salesforce.

The User Guide provides information to support schedulers, managers, and operations using the Skedulo Healthcare solution on Salesforce, as well as the Skedulo web and mobile applications. It also includes information about settings to support configurations defined by system administrators. For Skedulo core product functionality, refer to our Support Portal Knowledge Base.

Fig: Skedulo  integration

Prerequisites

Important: The articles contained within the Healthcare section provide information to support using the customers Client Management System with Skedulo on Salesforce, and the web and mobile applications. The screenshots included are indicative and should be used for reference only.

Components of Skedulo Aged Care and Disability 

The ACD is comprised of three key components: the Salesforce Skedulo app, Skedulo web app, and Skedulo mobile app.

Skedulo Salesforce App

All core data is stored and mastered within Salesforce and available for reporting within Salesforce. For our ACD customers, we have created some ‘Visualforce’ pages that allow you to create jobs and group events using components that have been implemented to support client billing i.e service contracts, products etc.

Skedulo Web App

The Skedulo web app for schedulers is optimised for coordinating field resources and utilises a modern dynamic user interface technology (outside of Salesforce, but using Salesforce data).

When you navigate to a job by either of the following methods, this will open within the Skedulo console:

• From one of the consoles (Roster Management, Timesheet, Client Availability).
• Click Go to Job Details after creating or editing a job.

Fig: Skedulo console tab as seen embedded in the Salesforce CRM

The Skedulo Mobile App

The Skedulo mobile app can be downloaded from Google Play or Apple App Store . This also uses Salesforce data, allowing users to complete jobs while out and about.

Important

This version of the User Guide provides information regarding the V2 Mobile App. The content pertaining to Skedulo Plus Mobile App will be updated in the future.