Using IntelyCare Staffing

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

Jump to Contents
IntelyCare Scheduler Setup

 

Contents

 

Where do I login?

back to contents >

  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.

Login to IntelyCare Scheduler
 

Where do I download the facility app?

back to contents >

Apple: https://apps.apple.com/us/app/intelycare-facility/id1473318269

Apple Store

Android: https://play.google.com/store/apps/details?id=com.intelycare.clientapp

Google Play
 

How do I run a PBJ report?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Click IntelyCare Staffing in the secondary navigation
  3. Scroll down to PBJ Report
  4. Choose CSV or XML
  5. Fill in the information to pull the report (month needed, etc.)
  6. Click the Run Report button
PBJ Report
 

How do I request an IntelyPro for a single shift?

back to contents >

Request IntelyPro
  1. Click DASHBOARD in the top navigation
  2. Click the REQUEST INTELYPRO button
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), and Type (RN, LPN…)
  4. Click on the day you would like the shift to fall on (November 18th shown here)
  5. Click the ADD TO CART button
  6. In the upper right of the screen, click the VIEW CART button
  7. In the cart, click the SUBMIT REQUESTS button
Request Single IntelyPro
 

How do I request an IntelyPro for multiple shifts?

back to contents >

Request IntelyPro
  1. Click DASHBOARD in the top navigation
  2. Click the REQUEST INTELYPRO button
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), and Type (RN, LPN…)
  4. Click on the day(s) you would like the shift(s) to fall on (November 16th and 23rd shown here)
  5. Click the ADD TO CART button
  6. In the upper right of the screen, click the VIEW CART button
  7. In the cart, click the SUBMIT REQUESTS button
Request Multiple IntelyPros
 

How do I request multiple IntelyPros for a single shift ?

back to contents >

Request IntelyPro
  1. Click DASHBOARD in the top navigation
  2. Click the REQUEST INTELYPRO button
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), Type (RN, LPN…) and # of each Type
  4. Click on the day you would like the shift to fall on (One RN and one LPN on November 16th shown here)
  5. Click the ADD TO CART button
  6. In the upper right of the screen, click the VIEW CART button
  7. In the cart, click the SUBMIT REQUESTS button
Request Multiple IPs on Single Day
 

How do I request multiple IntelyPros for multiple shifts ?

back to contents >

Request IntelyPro
  1. Click DASHBOARD in the top navigation
  2. Click the REQUEST INTELYPRO button
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), Type (RN, LPN…) and # of each Type
  4. Click on the day(s) you would like the shift(s) to fall on (One RN and one LPN on November 17th and 24th shown here)
  5. Click the ADD TO CART button
  6. Repeat Steps 3-5 until you have all shifts in the cart
  7. In the upper right of the screen, click the VIEW CART button
  8. In the cart, click the SUBMIT REQUESTS button
Request Multiple IPs for Multiple Shifts
 

How do I boost when creating one or more IntelyPro requested shifts?

back to contents >

  1. Click DASHBOARD in the top navigation
  2. Click the REQUEST INTELYPRO button
  3. Add one or more shifts to your Cart, then click the VIEW CART button
  4. Click the SUBMIT REQUESTS button
  5. In the Submitted Requests popup (shown), click See Boost Options
  6. Select the Boost Amount and Allow Overtime settings
  7. Click the Boost All Shifts button, then click Done
Boost During Shift Request
 

How do I boost a single IntelyPro requested shift?

back to contents >

  1. Click DASHBOARD in the top navigation
  2. Scroll down to locate the pending shift you’d like to boost
  3. Click the Boost Shift button:
Review Shifts
  1. Select the Boost Amount in the popup, then click Boost:
Boost Single Shift
 

How do I boost multiple IntelyPro requested shifts?

back to contents >

  1. Click DASHBOARD in the top navigation
  2. Scroll down to locate the first pending shift you’d like to boost
  3. Click the Boost Shift button:
Review Shifts
  1. Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the Boost Amount in the popup, then click Boost:
Boost Single Shift
 

How do I boost all IntelyPro requested shifts?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Click the BOOST ALL PENDING REQUESTS button:
Boost All Pending Requests
  1. The Boost Popup will show how many shifts will be impacted (126 in this example)
  2. Select the Boost Amount, then click Boost
Boost All Popup
 

How do I change overtime settings at my facility?

back to contents >

This functionality increases the amount of IntelyPros that can see open shifts at your facility and helps you fill those open shifts. Overtime is the ability to offer Overtime to IntelyPros in the IntelyCare client app. Without overtime, IntelyPros cannot sign up for shifts that would put their weekly hours over the 40-hour threshold.

  1. Click SETTINGS in the top navigation
  2. Click Overtime Settings in the secondary navigation
  3. Select the Overtime option you would like for your facility
  4. Click the Save button
Overtime Settings
 

How do I apply overtime to one or more shifts?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Select one of the shifts you’d like to change Overtime Settings for and click the Boost Shift button:
Boost Shift Button
  1. Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the setting from Allow Overtime in the popup, then click Boost:
Update Overtime Settings on Shift
 

How do I modify boost and overtime settings for requested shifts?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Hover over one of the shifts you would like to update and click Modify:
Modify Boost and Overtime Settings
  1. If desired, select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the Boost Amount and Allow Overtime settings in the popup, then click Boost:
Modify Boost/Overtime Popup

NOTE: Once a shift has been boosted, you can modify the boost settings (as shown above), but you cannot completely remove the boost. To remove the boost, delete the shift request and re-enter the shift.

 

How do I setup notifications?

back to contents >

  1. Click SETTINGS in the top navigation
  2. Click Manage Profile
  3. Scroll down to My Notifications
  4. Update your notifications
  5. Click the Save button
Manage Profile
Setup Notifications
 

How do I view all documents related to each IntelyPro who has accepted a shift at my facility?

back to contents >

Expand Button
  1. Click 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. In the left column, click the Documents icon
  5. In the dropdown, select Documents and Certificates
IntelyPro Documents
 

How do I book a specific IntelyPro for one or more shifts (Book Me)?

back to contents >

Book Me Button
  1. Click 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 BOOK ME icon
  5. In the Book Me popup, select a date, shift time, and location
  6. Check the Confirmation checkbox to activate the button
  7. Click the SUBMIT REQUEST button
Book Me Popup
 

How do I rate an IntelyPro who has worked at my facility?

back to contents >

Expand Button
  1. Click DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click anywhere on the stars under their name
  4. In the popup, click on a star rating (5 = best; 1 = worst) and enter a review in the text box
  5. Click the Submit button
Rate IntelyPro
 

How do I DNR an IntelyPro?

back to contents >

  1. Click DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click anywhere on the stars under their name
  4. In the popup, click on the File a report here link
  5. Follow the prompts to enter a detailed report
IntelyPro Rating
IntelyPro Rating
IntelyPro Rating
 

How do I cancel a specific IntelyPro who has accepted a shift at my facility, but keep the open shift request for another IntelyPro to pick up?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to cancel
Manage Button
  1. Click Manage button
  2. Select Remove IntelyPro from Shift
  3. In the popup, choose a reason from the select a reason dropdown
  4. Click the Cancel this IntelyPro button
Cancel IntelyPro, Keep Shift
 

How do I cancel an IntelyPro who has accepted a shift and delete the request for another IntelyPro for that shift?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to cancel
Manage Button
  1. Click the Manage button
  2. Select Remove Shift & IntelyPro
  3. In the popup, choose a reason from the select a reason dropdown
  4. Click the Cancel this IntelyPro & Request button
Cancel IntelyPro and Shift
 

How do I delete a pending IntelyPro request that no one has accepted yet?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to delete
Promote Shift Button
  1. Click Manage button
  2. Select Delete Shift
  3. In the popup, click the Delete this Shift button
Delete this Shift
 

How do I view billing related items?

back to contents >

 

  1. Click on your initials in the top right corner of the screen
  2. Billing info is shown in the dropdown

NOTE: You will only see a billing status if you have permission to view them.

Billing Info
 

How do I see the IntelyPro status on a shift (accepted, on way, checked in)?

back to contents >

  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to check
Manage Button
  1. Click the IntelyPro’s name
  2. Status is shown in the popup
IntelyPro Status