Drag-and-Drop Electronic Rota Scheduling or Rostering
Imagine being able to see at a glance which members of staff are free…
Imagine being able to tell visually where appointments could be better organised in your roster…
With CarePlanner, all of this and more is possible.
We offer the smoothest, most intuitive drag-and-drop home care electronic rostering software (or e-rostering) available. Where assigning calls requires just the click of a mouse.
Easy rescheduling
Intelligent recommendations
Automatic cross-checking
Groups and Runs
Compliance Checks
Behind the ease-of-use of our staff scheduling rota, there’s a lot of clever checking going on. For instance, every time you drag and drop an appointment, the system will automatically check:
- Whether all the assigned care workers have the correct skills
- The validity of DBS checks and/or manual handling certificates
- Whether they have exceeded their maximum hours for the week
If a certain service user doesn’t like the member of staff you’re trying to assign them on the roster, the system will let you know. And if you happen to drag the appointment to a time when the care worker isn’t available, you’ll get a warning message.
As with all features in CarePlanner, our electronic rostering is a hugely powerful tool that’s really simple to use.
Assigning Calls
You’ll often begin the rostering process with a bunch of unassigned appointments at the top of the screen. For many of them, you may already know which carer is best suited to schedule for the appointment. To make an assignment like this, simply click on the unassigned appointment and drag it to the care worker’s row.
The system will warn you if you’ve missed anything or made any mistakes, such as suitability or availability.
Drag and Drop Rescheduling
If you’ve ever done rostering, you must have done rescheduling. Perhaps a member of staff has called in sick, or a family member has visited a service user and wants to reschedule the appointment.
Electronic rotas can help your home care agency save time and effort when adjusting to unexpected schedule changes.
In this case, you can either drag and drop the appointment to another care worker – again, the system will warn you if you’ve overlooked anything – or click and drag the appointment to a later time in the day. It really is that simple.
Organising Runs
Working with groups of appointments can take a lot of time with some home care rota planning systems. Not with CarePlanner. You can simply draw a box around a set of appointments and then drag them all together to the correct care worker.
In the case of runs of appointments, the system keeps all the appointments together for you, and you can simply click on the run handle to assign them. As ever, all the background checks and potential scheduling conflicts are handled for you.
Care Worker Recommendations
Sometimes, particularly in larger agencies, you may not know off the top of your head who the best care worker is to schedule for an appointment. In these situations, simply clicking the ‘recommended carer’ button will ask the system to suggest the best members of home care staff for the call, based on:
- Skills
- Proximity
- Care continuity
- Availability
It’s up to you to make the final decision, and the assign the carer to the roster with a single click.