How can we help you today?
Step-by-step “How Do I...” guides for healthcare staffing operators, coordinators, nurses, and facilities.
Owner Account Setup & Complete System User Manual
Setting up a new healthcare staffing agency? Follow our 10-step Owner launch sequence and field-by-field documentation covering Foundation, Settings, Scheduling, EVV Time Tracking, AI Credential OCR, Invoicing, and Payroll.
Need Staffing Contract Templates or Interactive Tools?
Explore our free attorney-reviewed staffing agreements, interactive gross margin modeler, and 41+ state eNLC compact license guide — 100% free with no paywall.
All Workflow Guides
Showing 145 guides
How do I post a single or recurring open shift?
Learn how to publish unfilled shifts for nurses and medical staff with specific units, roles, and weekly recurring patterns.
How do I assign a shift to a healthcare worker?
Find available clinicians who match the required role and specialty, verify their license status, and assign them to an open shift.
How do I handle compliance warnings and admin overrides?
Understand automated compliance barriers, identify missing or expiring licenses, and learn when and how administrators can apply an override.
How do I filter and navigate the scheduling calendar?
Use multi-criteria filters, switch between weekly periods, and use the mobile touch swipe view for fast schedule audits.
How do I request a shift swap or trade with another clinician?
Coordinate peer-to-peer shift swaps or release assigned shifts to the open roster pool with automated supervisor sign-off.
How do I create a long-term assignment or travel contract?
Set up multi-week placements, override default hourly pay/bill rates, configure weekly housing stipends, and record daily per diem allowances.
How do I track contract renewals and upcoming expirations?
Monitor 30-day placement renewal pipelines across travel nurse, locums, and therapist contracts to prevent lapse in coverage.
How do I clock in, take breaks, and clock out with a supervisor signature?
Step-by-step instructions for clinical staff to accurately record shift hours, track meal breaks, and obtain facility supervisor sign-off.
How do I review, edit, and approve staff timesheets?
Audit completed shifts, review supervisor signatures, adjust missed punches, resolve overlapping time entries, and approve timesheets in bulk.
How do individuals and admins upload credentials (PDF, CSV, or Image) and run automated checks?
Upload state nursing licenses, BLS/ACLS certificates, CDC SAMS PDFs, or CSV spreadsheets as an individual clinician or admin, with automatic AI OCR and federal OIG/SAM/NPPES screening.
How do I monitor license expirations and renewal alerts?
Use the Compliance Dashboard and Renewal Alerts view to proactively identify expiring worker licenses and prevent staffing gaps.
How do I add a new clinician or healthcare worker?
Add nurses, physicians, aides, and therapists to your agency with clinical roles, hourly compensation rates, and facility assignments.
How do I set weekly availability, shift preferences, and blackout dates?
Configure recurring day/evening/night shift availability, minimum/maximum weekly hours, and schedule blackout dates for time off.
How do I create job postings and manage the public job board?
Publish clinical openings to your agency’s public branded careers board and collect candidate applications.
How do I track applicants through the recruitment pipeline?
Review incoming resumes, assign star ratings, add candidate notes, and move applicants through Kanban hiring stages.
How do I convert a hired applicant directly into active staff?
Automatically transfer an applicant’s contact details, role, and specialty into your active clinician roster with compensation settings in one click.
How do I send a candidate self-onboarding link?
Generate encrypted, mobile-friendly self-onboarding magic links for new hires to submit personal details, licenses, and emergency contacts directly.
How do I generate an invoice from approved timesheets?
Automatically pull approved hours into professional invoices, configure client payment terms, apply sales tax, and send invoices.
How do I monitor unpaid, overdue, and aging invoices?
Track accounts receivable health, filter invoices by payment status, and review 30/60/90+ day aging reports.
How do I configure receiving payment methods (Stripe, PayPal, Bank Wire) for invoices?
Set up your agency payment receiving details including Stripe online checkout links, PayPal business links, ACH/Bank wire instructions, and check remittance addresses.
How do I calculate payroll, review deductions, and export for Gusto/ADP?
Run payroll calculations from approved hours, verify overtime and tax withholdings, and generate standardized CSV files for external payroll processors.
How do I add and manage client healthcare facilities?
Register hospitals, clinics, nursing homes, and urgent care centers with addresses, contact persons, facility types, and bulk CSV import.
How do I add clients and configure payment terms?
Set up client parent companies, billing email addresses, net payment terms (Net 15 to Net 90), and bulk CSV import for automated invoicing.
How do I configure role pay rules, overtime, and shift differentials?
Establish agency-wide base pay rates per clinical license, define overtime and double-time multipliers, and configure night and weekend differentials.
How do I invite team members and assign system roles?
Send secure email invitations to agency coordinators, managers, recruiters, and clinicians with role-based access control.
How do I create custom organizational roles and access tiers?
Build tailored role tiers beyond standard Admin/Manager (e.g., "Shift Coordinator", "Credentialing Specialist") with custom permission sets.
How do I customize agency branding and active healthcare verticals?
Upload your agency logo, set timezones, and enable industry vertical widgets (Travel Nurse, Home Health, Locums, Float Pool, LTC/SNF, Therapy, Urgent Care, Behavioral Health, Telehealth).
How do I review audit logs and export certified compliance reports?
Track immutable security logs for logins, shift approvals, compliance overrides, and export certified PDF audit reports for health inspections.
How do I schedule and manage Home Health visits, aide compliance, and per-visit billing?
A complete workflow guide for home health agencies: schedule in-home visits, manage HHA & therapy credentials, log travel & mileage, and invoice per-visit flat rates.
How do I coordinate hospital float pools, unit differentials, and departmental cost-center chargebacks?
A step-by-step operations guide for hospital float pools: schedule internal unit relief, track acute care certifications (ACLS/PALS/NIHSS), and calculate departmental cross-charges.
How do I optimize shift profitability with Real-Time Gross Margin Intelligence?
Master real-time spread tracking, configurable employer payroll burden modeling (FICA/FUTA/SUTA/WC), and executive contract margin analytics to protect cash flow and eliminate unprofitable placements.
How do I resolve sudden clinician callouts with the 1-Click Rapid Replacement Engine?
Learn how to handle last-minute nurse sick calls and emergency absences with AI-powered candidate scoring, credential verification, and 1-click schedule reassignment.
How does Google Gemini 3.7 Flash AI OCR auto-extract licenses and expiration dates?
Discover how multimodal vision AI scans nurse licenses, state board certificates, and CPR/BLS cards from phone camera snaps or PDFs to populate credential registries with 0 manual typing.
How do I capture EVV GPS audit coordinates and supervisor digital e-signatures?
Ensure 100% 21st Century Cures Act EVV compliance with real-time browser GPS geolocation capture and touch/stylus HTML5 supervisor signature sign-offs.
How do I communicate with on-duty staff using the Persistent Dispatch Chat & 1-Tap Macros?
Keep coordinators and traveling clinicians in sync in real time with the persistent middle-right Dispatch Messenger, 1-tap floor macros (door keypad codes, parking passes, charge nurse contacts), and live multi-facility channels.
How do I schedule and dispatch on-call and standby clinicians?
Configure on-call rosters, define standby hourly retainer rates, and dispatch activated clinicians seamlessly with differential billing rules.
How do I broadcast high-priority open shifts to available staff?
Send targeted high-priority push notifications and SMS alerts to compliant clinicians to fill urgent shifts in minutes.
How does YourMedSoft prevent and resolve double-booking conflicts?
Understand automated overlapping shift conflict detection and learn how to resolve double-booking errors across multiple facilities.
How do I assign travel clinicians across multi-facility health systems?
Set up multi-facility float contracts where clinicians rotate across multiple hospital campuses under one master health system agreement.
How do I resolve disputed punch times and missing meal breaks?
Handle discrepancies between clinician-reported hours, facility punch logs, and missing supervisor signatures with complete audit logging.
How do I configure automatic 30-minute break deductions and waivers?
Automate statutory meal break deductions, configure facility rules, and handle signed clinician break waivers for continuous patient care.
How do daily and weekly overtime threshold calculations work?
Configure standard FLSA 40-hour weekly overtime, California 8-hour/12-hour daily overtime, and 7th consecutive day overtime rules.
How do I verify eNLC multistate compact nursing licenses?
Verify nurse licensure compact (eNLC) multistate privileges, check primary state of residence (PSOR), and confirm cross-state staffing eligibility.
How do I run OIG (LEIE / GeoHub), SAM.gov, and CDC SAMS (sams.cdc.gov) credential checks?
Step-by-step guide to automatic on-upload and manual push-button HHS-OIG (LEIE & GeoHub), GSA SAM.gov Exclusions API v4, and CDC SAMS (sams.cdc.gov NHSN Level-3) credential checks for individuals and admins.
How do I create unit-specific compliance requirements matrices?
Build custom credential checklists tailored to individual hospitals, acute units, and long-term care facilities to prevent placement delays.
How do I track annual PPD tests, hepatitis titers, and flu vaccinations?
Monitor clinical immunization health files, PPD skin tests, QuantiFERON gold blood tests, MMR/Hep B titers, and seasonal flu declarations.
How do I generate an instant audit binder for Joint Commission surveys?
Produce comprehensive, timestamped audit binders containing primary source license verifications, background checks, and competencies for surveyors.
How do I document clinical competencies, ICU skills, and EHR certifications?
Maintain detailed competency profiles, specialized clinical skills, medical equipment proficiencies, and hospital EHR system certifications (Epic, Cerner).
How do I record "Do Not Return" (DNR) statuses and facility blacklists?
Manage facility "Do Not Return" (DNR) restrictions, record incident notes, and safely deactivate staff while preserving historical audit trails.
How do I search and reactivate previous applicants in the talent pool?
Leverage your proprietary clinician database to fill urgent staffing requisitions by searching previous applicants and broadcasting re-engagement campaigns.
How do I track pre-employment background checks and 10-panel drug screens?
Track county, state, and nationwide criminal background checks, sex offender registries, and 10-panel drug screening results for new hires.
How do I customize state-specific W-4, I-9, and clinical handbook packets?
Build tailored digital onboarding packages for W-2 nurses vs 1099 contractors, including state tax withholdings, I-9s, and employee handbooks.
How do I bundle multiple departments into a single health system invoice?
Consolidate timesheets from multiple hospital units (ICU, Med/Surg, ER) into a single master invoice with departmental subtotals.
How do I automate 2/10 Net 30 discounts or monthly late finance charges?
Incentivize prompt hospital payments by configuring 2/10 Net 30 terms and automated monthly late payment finance charges.
How do I reconcile timesheets against external VMS portals (Fieldglass/Beeline)?
Reconcile agency timesheets and billings against third-party Vendor Management Systems (VMS) like SAP Fieldglass, Beeline, or ShiftWise.
How do I export clean invoice CSVs for QuickBooks Online and Xero?
Export verified invoices with chart-of-accounts mapping, facility customer names, and invoice line items for seamless import into QuickBooks Online.
How do I export formatted payroll summaries for Gusto, ADP, and Paychex?
Export clean payroll CSV files formatted specifically for Gusto, ADP Workforce Now, and Paychex to run agency payroll in minutes.
How do I manage mixed W-2 employee and 1099 independent contractor payroll?
Manage agency rosters with mixed employment classifications, applying statutory tax withholdings to W-2s while generating gross 1099 disbursements.
How do I configure GSA-compliant non-taxable lodging and meal stipends?
Configure tax-free lodging, meals, and incidentals (M&IE) per diem stipends for travel nurse contracts in accordance with GSA locality rates.
How do I set weekend, night, and holiday differential pay multipliers?
Set automated wage differential rules for night shifts, weekend rotations, crisis unit hazard pay, and designated federal holidays.
How do I give client facilities access to request staff and sign timesheets?
Provision secure, self-service portals for hospital supervisors and charge nurses to submit shift requests, view clinician rosters, and sign timesheets.
How do I map internal facility cost centers for accurate billing allocation?
Configure department accounting cost-center codes across client hospitals to enable accurate departmental chargebacks and budgeting reports.
How do I ensure field clinician check-ins meet state Medicaid EVV rules?
Ensure field nurse visits, physical therapy, and home health aide visits satisfy state Medicaid Electronic Visit Verification (EVV) statutory requirements.
How do I enforce minimum necessary PHI disclosure across agency roles?
Configure granular permission roles for recruiters, dispatchers, and billing specialists to enforce HIPAA "Minimum Necessary" data standards.
How do I set up a 13-week travel nurse assignment with GSA per diem stipends?
Configure a compliant 13-week travel nursing contract with GSA-validated lodging and M&IE stipend rates, eNLC license verification, and housing allowance tracking.
How do I use tiered dispatch to broadcast per diem open shifts?
Use the three-tier dispatch system to broadcast open per diem shifts first to core internal staff, then float pool, then open registry — filling vacancies in under 60 seconds without over-exposing rates.
How do I manage PT, OT, and SLP therapy credentials and competency checklists?
Track Physical Therapist, Occupational Therapist, Speech-Language Pathologist, and imaging technologist licenses, national certifications, and skill competency checklists from the allied health compliance dashboard.
How do I export a Credential Passport PDF for a float pool clinician?
Generate a complete Credential Passport PDF containing all active licenses, certifications, immunizations, and competency records for a clinician — ready for hospital float pool orientation, Joint Commission surveys, or MSO submissions.
How do I submit an EVV export for state Medicaid billing?
Export a CMS-compliant Electronic Visit Verification (EVV) file from approved home health timesheets for submission to your state Medicaid EVV aggregator or EVV vendor system.
How to Install the YourMedSoft Mobile App (PWA)
Step-by-step instructions for installing the YourMedSoft Progressive Web App (PWA) on iOS, Android, and Desktop for lightning-fast, offline-capable access to shifts and scheduling.
How do I send direct SMS text messages to staff from the portal?
Use the built-in Send SMS portal module powered by Telnyx to send organization-branded text messages directly to active clinicians and staff members.
How do I configure SMS, email, and push notification alerts for shifts and compliance?
Manage your mobile phone number and personal notification channels (SMS, Email, and In-App Push) so you never miss open shift broadcasts, credential renewal alerts, or timesheet approvals.
How do I manage my organization's subscription plan, admin/staff seat quotas, and Stripe billing?
Monitor your multi-tenant Admin and Staff seat usage, switch between Monthly and Annual billing cycles, upgrade or downgrade plans (Starter, Professional, Enterprise), and manage payment methods via Stripe.
How do I restrict managers and staff to specific facilities using multi-tenant facility scoping?
Use per-user Facility Scoping (allowedFacilityIds) to limit which hospital campuses, clinics, or SNFs a coordinator, manager, or clinician can access within your organization.
How do I seed vertical demo data or clear sandbox demo records from my workspace?
Learn how YourMedSoft tags sandbox sample records with is_demo, how to seed vertical-specific demo data for training, and how to purge demo records per collection or all at once when going live.
How do I publish and share my agency's branded public job board (/[orgId]/jobs)?
Publish open nursing and allied health positions to your organization’s dedicated, branded public job board URL (/[orgId]/jobs) and receive online applications directly into your Hiring pipeline.
How do clinicians claim open shifts in the Marketplace and track weekly earnings?
A clinician guide to the My Shifts & Feed portal (/portal/my-shifts): view your next upcoming shift, launch Google Maps directions, clock in with EVV GPS, self-claim open shifts in the Marketplace, and monitor weekly earnings.
How do I run Facility Rollup, Fill Rate, Utilization Trends, and Margin reports?
Navigate the 9-tab Reports & Analytics hub (/portal/reports) to analyze multi-facility rollups, billable hours, clinician utilization, credential compliance, gross margins, shift fill rates, invoice aging, and export audit logs.
How do I configure outbound HTTPS webhooks and HMAC secrets for real-time event automation?
Register secure HTTPS webhook endpoints for your organization to stream real-time shift, timesheet, invoice, and credential events into Zapier, Make, or custom hospital middleware.
How to Connect & Use Gusto with YourMedSoft
Complete step-by-step guide to integrate Gusto with YourMedSoft. Learn how to connect Gusto, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use ADP Workforce Now with YourMedSoft
Complete step-by-step guide to integrate ADP Workforce Now with YourMedSoft. Learn how to connect ADP Workforce Now, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use Paychex Flex with YourMedSoft
Complete step-by-step guide to integrate Paychex Flex with YourMedSoft. Learn how to connect Paychex Flex, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use Paylocity with YourMedSoft
Complete step-by-step guide to integrate Paylocity with YourMedSoft. Learn how to connect Paylocity, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use UKG Pro / Ready with YourMedSoft
Complete step-by-step guide to integrate UKG Pro / Ready with YourMedSoft. Learn how to connect UKG Pro / Ready, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use Workday Human Capital with YourMedSoft
Complete step-by-step guide to integrate Workday Human Capital with YourMedSoft. Learn how to connect Workday Human Capital, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use Rippling with YourMedSoft
Complete step-by-step guide to integrate Rippling with YourMedSoft. Learn how to connect Rippling, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use BambooHR with YourMedSoft
Complete step-by-step guide to integrate BambooHR with YourMedSoft. Learn how to connect BambooHR, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use QuickBooks Payroll with YourMedSoft
Complete step-by-step guide to integrate QuickBooks Payroll with YourMedSoft. Learn how to connect QuickBooks Payroll, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use Square Payroll with YourMedSoft
Complete step-by-step guide to integrate Square Payroll with YourMedSoft. Learn how to connect Square Payroll, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use OnPay with YourMedSoft
Complete step-by-step guide to integrate OnPay with YourMedSoft. Learn how to connect OnPay, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use Justworks PEO with YourMedSoft
Complete step-by-step guide to integrate Justworks PEO with YourMedSoft. Learn how to connect Justworks PEO, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use SurePayroll (By Paychex) with YourMedSoft
Complete step-by-step guide to integrate SurePayroll (By Paychex) with YourMedSoft. Learn how to connect SurePayroll (By Paychex), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
How to Connect & Use QuickBooks Online with YourMedSoft
Complete step-by-step guide to integrate QuickBooks Online with YourMedSoft. Learn how to connect QuickBooks Online, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Xero Accounting with YourMedSoft
Complete step-by-step guide to integrate Xero Accounting with YourMedSoft. Learn how to connect Xero Accounting, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Oracle NetSuite ERP with YourMedSoft
Complete step-by-step guide to integrate Oracle NetSuite ERP with YourMedSoft. Learn how to connect Oracle NetSuite ERP, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use FreshBooks with YourMedSoft
Complete step-by-step guide to integrate FreshBooks with YourMedSoft. Learn how to connect FreshBooks, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Sage Intacct with YourMedSoft
Complete step-by-step guide to integrate Sage Intacct with YourMedSoft. Learn how to connect Sage Intacct, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Zoho Books with YourMedSoft
Complete step-by-step guide to integrate Zoho Books with YourMedSoft. Learn how to connect Zoho Books, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Stripe Billing & Invoicing with YourMedSoft
Complete step-by-step guide to integrate Stripe Billing & Invoicing with YourMedSoft. Learn how to connect Stripe Billing & Invoicing, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Wave Financial with YourMedSoft
Complete step-by-step guide to integrate Wave Financial with YourMedSoft. Learn how to connect Wave Financial, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
How to Connect & Use Epic Systems (FHIR API) with YourMedSoft
Complete step-by-step guide to integrate Epic Systems (FHIR API) with YourMedSoft. Learn how to connect Epic Systems (FHIR API), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use PointClickCare (PCC) with YourMedSoft
Complete step-by-step guide to integrate PointClickCare (PCC) with YourMedSoft. Learn how to connect PointClickCare (PCC), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Oracle Health (Cerner) with YourMedSoft
Complete step-by-step guide to integrate Oracle Health (Cerner) with YourMedSoft. Learn how to connect Oracle Health (Cerner), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use MatrixCare with YourMedSoft
Complete step-by-step guide to integrate MatrixCare with YourMedSoft. Learn how to connect MatrixCare, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Homecare Homebase (HCHB) with YourMedSoft
Complete step-by-step guide to integrate Homecare Homebase (HCHB) with YourMedSoft. Learn how to connect Homecare Homebase (HCHB), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use athenahealth with YourMedSoft
Complete step-by-step guide to integrate athenahealth with YourMedSoft. Learn how to connect athenahealth, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Tebra (Kareo) with YourMedSoft
Complete step-by-step guide to integrate Tebra (Kareo) with YourMedSoft. Learn how to connect Tebra (Kareo), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use WebPT with YourMedSoft
Complete step-by-step guide to integrate WebPT with YourMedSoft. Learn how to connect WebPT, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use ShiftWise (AMN Healthcare) with YourMedSoft
Complete step-by-step guide to integrate ShiftWise (AMN Healthcare) with YourMedSoft. Learn how to connect ShiftWise (AMN Healthcare), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use SAP Fieldglass with YourMedSoft
Complete step-by-step guide to integrate SAP Fieldglass with YourMedSoft. Learn how to connect SAP Fieldglass, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use Beeline Healthcare MSP with YourMedSoft
Complete step-by-step guide to integrate Beeline Healthcare MSP with YourMedSoft. Learn how to connect Beeline Healthcare MSP, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use Bullhorn VMS Sync with YourMedSoft
Complete step-by-step guide to integrate Bullhorn VMS Sync with YourMedSoft. Learn how to connect Bullhorn VMS Sync, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use Vivian Health with YourMedSoft
Complete step-by-step guide to integrate Vivian Health with YourMedSoft. Learn how to connect Vivian Health, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use Wanderly with YourMedSoft
Complete step-by-step guide to integrate Wanderly with YourMedSoft. Learn how to connect Wanderly, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use MedShift MCP & Shift API with YourMedSoft
Complete step-by-step guide to integrate MedShift MCP & Shift API with YourMedSoft. Learn how to connect MedShift MCP & Shift API, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use StafferLink (Smartlinx VMS & ASM) with YourMedSoft
Complete step-by-step guide to integrate StafferLink (Smartlinx VMS & ASM) with YourMedSoft. Learn how to connect StafferLink (Smartlinx VMS & ASM), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Scheduling & VMS Orders.
How to Connect & Use Checkr with YourMedSoft
Complete step-by-step guide to integrate Checkr with YourMedSoft. Learn how to connect Checkr, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use Nursys e-Notify with YourMedSoft
Complete step-by-step guide to integrate Nursys e-Notify with YourMedSoft. Learn how to connect Nursys e-Notify, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use Sterling Healthcare Screening with YourMedSoft
Complete step-by-step guide to integrate Sterling Healthcare Screening with YourMedSoft. Learn how to connect Sterling Healthcare Screening, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use Certemy Credential Management with YourMedSoft
Complete step-by-step guide to integrate Certemy Credential Management with YourMedSoft. Learn how to connect Certemy Credential Management, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use EverCheck (symplr) with YourMedSoft
Complete step-by-step guide to integrate EverCheck (symplr) with YourMedSoft. Learn how to connect EverCheck (symplr), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use HireRight Healthcare with YourMedSoft
Complete step-by-step guide to integrate HireRight Healthcare with YourMedSoft. Learn how to connect HireRight Healthcare, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use HHS-OIG LEIE & GeoHub with YourMedSoft
Complete step-by-step guide to integrate HHS-OIG LEIE & GeoHub with YourMedSoft. Learn how to connect HHS-OIG LEIE & GeoHub, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use SAM.gov & CDC SAMS with YourMedSoft
Complete step-by-step guide to integrate SAM.gov & CDC SAMS with YourMedSoft. Learn how to connect SAM.gov & CDC SAMS, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
How to Connect & Use Bullhorn ATS with YourMedSoft
Complete step-by-step guide to integrate Bullhorn ATS with YourMedSoft. Learn how to connect Bullhorn ATS, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use Indeed for Healthcare with YourMedSoft
Complete step-by-step guide to integrate Indeed for Healthcare with YourMedSoft. Learn how to connect Indeed for Healthcare, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use ZipRecruiter with YourMedSoft
Complete step-by-step guide to integrate ZipRecruiter with YourMedSoft. Learn how to connect ZipRecruiter, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use LinkedIn Recruiter with YourMedSoft
Complete step-by-step guide to integrate LinkedIn Recruiter with YourMedSoft. Learn how to connect LinkedIn Recruiter, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use Greenhouse ATS with YourMedSoft
Complete step-by-step guide to integrate Greenhouse ATS with YourMedSoft. Learn how to connect Greenhouse ATS, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use Lever (Employ) with YourMedSoft
Complete step-by-step guide to integrate Lever (Employ) with YourMedSoft. Learn how to connect Lever (Employ), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use Workable ATS & MCP with YourMedSoft
Complete step-by-step guide to integrate Workable ATS & MCP with YourMedSoft. Learn how to connect Workable ATS & MCP, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Hiring & Applicant Pipeline.
How to Connect & Use Google Calendar with YourMedSoft
Complete step-by-step guide to integrate Google Calendar with YourMedSoft. Learn how to connect Google Calendar, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Microsoft Outlook 365 with YourMedSoft
Complete step-by-step guide to integrate Microsoft Outlook 365 with YourMedSoft. Learn how to connect Microsoft Outlook 365, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Apple iCal / CalDAV with YourMedSoft
Complete step-by-step guide to integrate Apple iCal / CalDAV with YourMedSoft. Learn how to connect Apple iCal / CalDAV, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Calendly with YourMedSoft
Complete step-by-step guide to integrate Calendly with YourMedSoft. Learn how to connect Calendly, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Master Shift Schedule.
How to Connect & Use Slack with YourMedSoft
Complete step-by-step guide to integrate Slack with YourMedSoft. Learn how to connect Slack, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in SMS & Channel Broadcasts.
How to Connect & Use Microsoft Teams with YourMedSoft
Complete step-by-step guide to integrate Microsoft Teams with YourMedSoft. Learn how to connect Microsoft Teams, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in SMS & Channel Broadcasts.
How to Connect & Use TigerConnect Clinical Collaboration with YourMedSoft
Complete step-by-step guide to integrate TigerConnect Clinical Collaboration with YourMedSoft. Learn how to connect TigerConnect Clinical Collaboration, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in SMS & Channel Broadcasts.
How to Connect & Use WhatsApp Business with YourMedSoft
Complete step-by-step guide to integrate WhatsApp Business with YourMedSoft. Learn how to connect WhatsApp Business, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in SMS & Channel Broadcasts.
How to Connect & Use RingCentral for Healthcare with YourMedSoft
Complete step-by-step guide to integrate RingCentral for Healthcare with YourMedSoft. Learn how to connect RingCentral for Healthcare, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in SMS & Channel Broadcasts.
How to Connect & Use Zoom for Healthcare with YourMedSoft
Complete step-by-step guide to integrate Zoom for Healthcare with YourMedSoft. Learn how to connect Zoom for Healthcare, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in SMS & Channel Broadcasts.
How to Connect & Use DocuSign with YourMedSoft
Complete step-by-step guide to integrate DocuSign with YourMedSoft. Learn how to connect DocuSign, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Clinician Onboarding.
How to Connect & Use Dropbox Sign (HelloSign) with YourMedSoft
Complete step-by-step guide to integrate Dropbox Sign (HelloSign) with YourMedSoft. Learn how to connect Dropbox Sign (HelloSign), control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Clinician Onboarding.
How to Connect & Use Adobe Acrobat Sign with YourMedSoft
Complete step-by-step guide to integrate Adobe Acrobat Sign with YourMedSoft. Learn how to connect Adobe Acrobat Sign, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Clinician Onboarding.
How to Connect & Use PandaDoc with YourMedSoft
Complete step-by-step guide to integrate PandaDoc with YourMedSoft. Learn how to connect PandaDoc, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Clinician Onboarding.
Need a guided walkthrough of YourMedSoft?
Our staffing specialists can take your team through live operations setup, compliance migration, and timesheet automation.