Upvio simplifies the booking process by offering an automated staff assignment feature when a patient does not specify a preferred staff member during scheduling.
Here's an overview of how this functionality works and ensures seamless service delivery:
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Based on Availability: The system assigns the earliest available staff member eligible for the selected service and time.
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Priority Settings: Organizations can prioritize specific staff for certain services, ensuring they’re assigned first.
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Fair Distribution: A round-robin method balances appointments among staff to prevent overload.
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Default Assignments: If a default staff member is linked to a service, they’re assigned unless unavailable.
Take note: If no staff member is available in Upvio, the system takes the following steps:
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Notify or Reschedule: Patients are informed that no staff is available and prompted to select a different time or date.
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Admin Alert: Administrators or schedulers are notified to manually adjust schedules or contact the patient with alternatives.
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Fallback Option: If configured, the system assigns a backup staff member or alerts a designated scheduler.
This ensures transparency and provides flexibility for administrators to address gaps while maintaining efficient scheduling, balanced workloads, and a seamless patient experience.