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Team scheduling

NextHealth Engage

Included in Engage core, with every licence

Team scheduling holds the people side of the clinic in NextHealth Engage. Each staff member has working hours by day, blocks for leave and other absences, and the service categories they are qualified for. The calendar and online booking respect all three, so a patient is only offered a qualified practitioner at a time they are working. Tasks are assigned, claimed and completed, and My day shows each person their appointments and tasks.

What it covers

  • Working hours by day for every staff member
  • Leave and absence blocks that close the calendar
  • Qualifications that decide who can be booked for what
  • Team schedule showing the whole week at a glance
  • Tasks and My day for every team member
Why it is hard to do well

The right person, qualified, at the right time

Hours, leave and skills, respected by every booking

Booking mistakes often start with the rota: a practitioner booked on their day off, or for a treatment they do not perform. NextHealth Engage keeps hours, leave and qualifications in one place and lets the calendar enforce them.

Working hours and leave

Each staff member has working hours for each day of the week. Leave and other absences are blocked by date, with a reason, and the calendar stops offering those times.

Qualifications

Staff are linked to the service categories they are qualified to deliver. The calendar and online booking only offer a practitioner for services they can perform.

The team week

The team schedule shows who works when across the week, with blocks marked, so managers can see gaps before they become problems.

Tasks and My day

Tasks are created, assigned, claimed and completed, with overdue ones counted in the menu. My day gives each person their own appointments and tasks, including follow-ups Engage raised for them.

Questions we get asked

Yes. Team scheduling is part of Engage core, which every Engage licence includes.

Yes. Each person is linked to the service categories they are qualified for, and the calendar and online booking only offer them for those services.

Leave and other absences are blocked by date with a reason, and the calendar stops offering those times for that person.

Yes. My day shows each team member their appointments and tasks, including follow-ups raised by Engage.

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