Fredwin Software (Demo) Ideas Portal
Scheduling is a pain point for startups. Schools need the practitioner schedule, practitioners need to know who fits where and the schools scheduled. If we provide a place for them to share this information, rather then via emails and meetings, it will help speed up startup.
The idea is that the school enters their available time in the calendar and then the therapist marks off their available time within that time in the calendar. The practitioner also identifies the maximum number of hours that can be filled (or this pulls in from their Schedule A?).
The school can then go in and insert the students from the caseload into those slots. When they run out of space, they know that they either need to get creative or buy more time.
I really like this idea to increase visibility and collaboration between customer and practitioner with a tool that removes the need for as much involvement from CCT, unless there are true scheduling conflicts. I second Audra's add on to this idea that practitioners can select from a drop down for example, which time blocks they are allotting to which school, rather than a free-for-all method of schools grabbing misc. blocks of time. I can see this reducing startup time and it could potentially allow CCT to oversee delays better. For example: If we can see a schedule in progress, it reduces need for check-ins on if the school/practitioner are in touch.
Also giving Px the OPTION to choose what days/times in each day they give to each school they are placed with so that they can focus on Tu with School A and We/Fr for School B and not have one of them. As one school completes their scheduling, time can then be edited from one school to another to aid in other schools scheduling.
A practitioner has provided feedback related to scheduling that kind of links to this idea: "As of scheduling, it has been difficult because all the schools have different times which sometimes do not line up with my availability so I am trying to make this work. Also, we both have super busy schedules so it has been hard to track emails. I have created a google doc and shared it with Linda to have everything in one place. My suggestion would be that in the future there is a document with all the information so scheduling is smoother ."
This could also be a process that pulls availability (AV) & capacity (CAP) information from a Px CONTACT profile which is where a Px AV and Cap details is first entered and is utilized to support recruitment and placement activities. However, there may be portions of the Px AV and CAP that the Px wants to allocate to a different customer (if they're multi-placed) so allowing the Px to enter AV specific to a particular customer & school (if they're actively scheduling with multiple schools with the same customer) in Monarch....that's where SF and Monarch would diverge.
NOTE: I'll create a separate IDEA-Submission around the **Px AV/CAP in Salesforce***