Videos/eLearnings

• Use the Staffing Board - (eLearning: 6 min) Use the Staffing Board to create a cycle, roll out the schedule, and manage staff member shifts.
• Build and Maintain Schedules - (eLearning: 9 min) Manipulate schedules on the Staffing Board by managing staff profiles, assignments, and groupings.
• Book Exam Rooms - (eLearning: 9 min) See how to book exam rooms. 

Handouts

• Creating Staff Member Patterns - (Handout) Create a pattern for a staff member to represent their typical work schedule during any given time frame and quickly generate a schedule. After the schedule is created, it can be further modified as needed.
• Manage Staff Schedules on the Staffing Board  - (Handout) From the Staffing Board, you can create and manage staff schedules, including see shifts that need to be filled and view staff members who can be assigned to shifts.
• Personalize How Epic Events Appear in Outlook - (Handout) When Outlook integration is turned on, you can customize the way that different types of events appear in Outlook, including appointments, cases, unavailable time, held time, template time, provider messages, OR blocks, and shift assignments.
• Reschedule Report - (Handout) The Reschedule report can be used to find and contact patients when they need to be rescheduled due to a provider change (e.g., template change).
• Update Multiple Shifts at Once on the Staffing Board - (Handout) Use keyboard shortcuts to select multiple shifts on the Staffing Board for modification.
• Use the Shift Audit Trail to Review Changes - (Handout) The Shift Audit Trail report can be used to view audit trail data for multiple shifts. For example, search for changes made for an assignment or staff member that took place after the schedule was published.