Get enabled with documentation, discover new features and explore your Healthcare solutionÂ
Understand the fundamental building blocks and core capabilities the solution offers
Learn how to interact with and use your solution using consoles and application interfaces
Setup & Configure
Guides for initial setup, configuring core settings, customising features, managing data, and security.
Oversee user accounts, permissions, and the configuration of your resources within Skedulo.
Manage client records, availability and outline their needs to deliver exceptional care
Allocate services to work for effective client billing after data capture and service delivery.
Outline where, when and what resources can do for effective workforce management
Create, manage, and replicate recurring work schedules (rosters) and analyze resource capacity.
Instructions for creating, modifying, and managing both single job appointments and group bookings.
Address deviations like leave requests, billing issues, and scheduling conflicts efficiently.
Mobile app guidance for field resources on accepting jobs, capturing data, and reporting progress.
Manage timesheet approvals, conduct audits and finalise work ready for payroll billing.
Setup & Configure
Get a high level overview around package updates
Learn how to navigate to the custom settings used to configure your solution
Update your packages to get the latest and greatest features and bug fixes
Find your package number to see what version you can update to
Configuration options to tailor the schedule job screen
Use account inclusions to always show resources when viewing a clients schedule
Explore various custom settings used to configure the scheduling console
Always show resources in the scheduling console when viewing a schedule by location
Understand the data captured against Lumary Service Delivery Records
Configure settings that allow you to define the min or max participants and resources
Collection of custom settings that are used to configure the Roster Management Console
Define which custom fields should be included when bulk replicating work
Learn and configure the rules that define resources scheduled/ contract hours for a period
Add custom fields to the schedule job screen to capture use case specific data
Ensure you Skedulo HCP works correctly with Lumary
Best practices to ensure positive change management when pushing updates
Ensure date fields are included when bulk replicating work using our scheduling consoles
Explore the custom settings that control if clients are billed for services against jobs
Quickly identity the right services for a job based on the time of day