Using IntelyCare Scheduler

This user guide covers the most frequent tasks that IntelyCare Scheduler users perform on a day-to-day basis. To get the most out of this content, have your Scheduler portal open while you work.

 

 

 

 

Where do I login?

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  1. Navigate to the Login page:
    https://app.intelycare.com/facility/login
  2. Enter your Email Address and Password
  3. Click the Login button

NOTE
If you forget your password, click the Forgot password? link and follow the instructions to reset your password.

 

What do I do if staff calls out?

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  1. Click SCHEDULE in the top navigation
  2. Locate the staff member and their shift
  3. Click SHIFT CHANGES
  4. Select Remove Staff from Shift
  5. Select the Reason for Cancellation
  6. Click the SAVE button
 

What if I need to move staff from one floor/location to another?

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  1. Click SCHEDULE in the top navigation
  2. Locate the staff member and their shift
  3. Click SHIFT CHANGES
  4. Select Change Floor/Unit
  5. Select new Location
  6. Click the SAVE button
 

What if I need to move staff to another day/time?

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  1. Click SCHEDULE in the top navigation
  2. Locate the staff member and their shift
  3. Click SHIFT CHANGES
  4. Select Change Date/Time
  5. Select new Date/Time
  6. Click the SAVE button
 

How do I add new staff?

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  1. Click STAFF DIRECTORY in the top navigation
  2. Click the ADD NEW STAFF button
  3. Enter First Name, Last Name, Cell Number, Gender, Staff Type, and Employment Status
  4. Click the ADD button
 

How do I send my staff a text to see schedules and pick up shifts?

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  1. Click STAFF DIRECTORY in the top navigation
  2. Click the Send staff text to create account link

IMPORTANT
Texts will only be sent to staff members who have not yet registered. A text will not be sent to staff who have already created accounts.

 

How do I create or change the permanent schedule of a staff member?

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Our example, Sally White, works from 7am-3pm in the West Wing every regular day that she works. In Week One, she works Monday, Wednesday, Thursday, and Saturday. In Week Two, she works Tuesday, Wednesday, Friday, and Sunday.

 

  1. Click STAFF DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click the EXPAND radio button (on the right)
  4. Click the Permanent Schedule icon (on the left)
  5. Click the day of the week for which you’d like to add or edit
  6. Enter the shift details in the popup
 

How do I delete a shift from my schedule?

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  1. Click SCHEDULE in the top navigation
  2. Locate the shift you would like to delete
  3. Click on the shift to open Shift Details
  4. Click the Delete shift from schedule link
  1. Click SCHEDULE in the top navigation
  2. Locate the shift you would like to fill
  3. Click on the FILL SHIFT or REMOVED button
  4. Click check boxes next to the staff members you would
    like to offer the shift to
  5. Click the ADD TO REQUEST button
  1. Click SCHEDULE in the top navigation
  2. Locate the shift you would like to fill
  3. Click on the FILL SHIFT or REMOVED button
  4. Click check box next to the staff member you would
    like to assign the shift to
  5. Click the ASSIGN TO THIS SHIFT button
 

How do I approve/confirm a staff member that has responded to an open shift request?

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  1. Click SCHEDULE in the top navigation
  2. Locate the shift
  3. Click the QUICK VIEW button to view responses
  4. In the Responses Received window, Click the OK button to confirm the staff member
 

How can I see all upcoming scheduled shifts for a staff member?

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  1. Click STAFF DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click the EXPAND radio button (on the right)
  4. Click the Schedule icon (on the left)
 

How do I add other people who can see and update the schedule?

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  1. Click SETTINGS in the top navigation
  2. Click the Add Department Leads button
  3. Enter First Name, Last Name, Cell Number, and Role
  4. Click the Save button
 

How do I print a day of my schedule?

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  1. Click SCHEDULE in the top navigation
  2. Locate the day you would like to print
  3. Click PRINT SUMMARY in the upper right
  4. Select your Print Options
  5. Click the CONTINUE button to print
  6. A PDF will download to your computer