The first step is to set up an initial discovery call, where you and your Success Coach will discuss your goals for this project, as well as review your group’s current scheduling process in detail to ensure that your Success Coach has a deep understanding of the process and your objectives.
Your Success Coach will then set up and build a personalized implementation plan based on your organizational goals and your personal needs. This plan will include training your schedulers, getting your users onto the system, and any other goals you outlined during the discovery call.
Welcome to Intrigma! We‘re happy you’re here.
This is an overview of the typical process for implementing Intrigma’s Efficient Scheduler.
1. Getting acquainted
Your Success Coach will be reaching out shortly to introduce themselves, and set up an initial call to discuss your goals, your process, and any questions you have before implementation begins. After the call, your Success Coach will set up the system for you and schedule a time to review it with you.
Now that you’ve joined us, it’s time to meet your assigned Customer Success Coach,
who will work with you to make sure you’re realizing the full value of our system.
Our Success Coaches are dedicated problem solvers, armed with system knowledge and a passion for healthcare!
Before you begin, your Success Coach will need the following information from you to help them to start setting up your system.
Please email these to support@intrigma.com with your organization name in the subject line:
- – Any previous schedules
- – List of providers who will be using the schedule
- – List of Shifts and Days
- – Any current tracking of benefit time or Paid Time Off
2. Solution configuration
In our next meeting, your Success Coach will review the system configuration to ensure everything is set up and working as you want it to. Additionally, you will discuss what is required before allowing your users to register their accounts so that they can begin submitting requests, viewing the schedule online, and making trades.
3. User registration
Once you’ve completed the items outlined in the last step, your Success Coach can help you to get your users registered in the Efficient Scheduler.
4. Schedule building
Once your users have been registered in the Scheduler, your Success Coach will train you on the tools used for building your first schedule.
5. Rule buildout
The next step is to begin gathering the rules that are required for the automated scheduling.
There are two ways that your Success Coach can do this:
- By sending out a preference survey to your staff, allowing them to specify their preferred settings for some or all of their rules.
- By gathering the organizational requirements and personal preferences from the scheduler and department administrators. Typically, this is recommended only if the scheduler is familiar with all of the staff preferences, or if your group does not allow a lot of personal scheduling preferences for fairness purposes.
Once you’ve decided on a method together, you and your Success Coach can begin collecting rules.
6. Automated scheduling
Once you and your Success Coach have gathered the rules that you’d like to use, they will build those rules for you and generate an initial test schedule. Once that is complete, they will set a time with you to review the generation results and discuss any undesirable outcomes on the schedule. After that call, your Success Coach will revise the rules, generate another schedule, and set up another meeting to review. This process will continue until the generated schedules are realistic, and can be tweaked and completed for live use.
7. Additional modules
Depending on the subscription your organization has selected for purchase, additional instruction and training may be required to implement some of our more advanced features. Your Success Coach will determine at what point during the onboarding process you will work on these items.
Some of our advanced features include:
- – Payroll
- – MD Optimization
- – Patient Volume Planning
Intrigma is a leader in physician scheduling software. We’re focused on reducing costs, saving time, and improving staff morale for physicians, medical groups, hospitals, and nurses.
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