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Administration & Roles3 min read
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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).

Direct Operational Answer

In YourMedSoft, to customize agency branding and active healthcare verticals requires navigating to Administration & Roles in the portal, selecting the appropriate record or facility, and executing the validated workflow steps. The platform continuously validates clinical credentials, checks compliance matrices, and logs all actions to an immutable audit trail.

YourMedSoft · Administration & Roles
How do I customize agency branding and active healthcare verticals?

What You Need Before Starting

  • Organization Admin permissions.

Clinical & Regulatory Compliance Standards

  • Conforms to The Joint Commission (HCSS) clinical staffing standards.
  • Maintains HIPAA-compliant data encryption and audit logging.
  • Enforces state Board of Nursing licensure and clinical scope-of-practice rules.

Step-by-Step Instructions

1

Open Organization Settings

Go to Settings > Organization tab.

UI: Settings > Organization Tab
Step 1 Preview
Organization settings with agency logo, timezones, and active healthcare vertical selectors.

Organization settings with agency logo, timezones, and active healthcare vertical selectors.

2

Upload Agency Logo

Under Branding Settings, upload your agency logo (PNG or SVG). This logo appears in the top navigation bar, public job boards, and printed audit reports.

Operational Automation

Automate Your Healthcare Staffing Operations

YourMedSoft unifies scheduling, GPS time tracking, credentialing, and facility invoicing into one modern platform for healthcare agencies.

3

Set Timezone and Date Formats

Select your primary operational timezone (e.g., America/New_York) and preferred date formatting.

4

Enable Healthcare Verticals

In the "Active Verticals" switcher, toggle the sectors your agency serves (e.g., Travel Nurse, Home Health, Long-Term Care, Therapy, Behavioral Health).

5

Save Settings

Click "Save". Your Operations Dashboard immediately reconfigures to display live specialized KPI widgets for each enabled vertical.

Pro-Tips & Best Practices

  • Enabling only your relevant verticals keeps your dashboard clean and focused on your core staffing lines.

Troubleshooting & Operational Edge Cases

Issue: Assignment or Action Blocked

Operational Resolution: Verify that all prerequisites and credential requirements are satisfied before requesting an Admin override.

Issue: Notification or Alert Delay

Operational Resolution: Check the clinician profile contact details to ensure SMS and email alert preferences are enabled.

Frequently Asked Questions & Troubleshooting

Can we expand into new verticals later?

Yes. You can toggle additional vertical markets on or off at any time without affecting existing data.

Authored by: YourMedSoft Clinical Operations Team•Medically & Operationally Reviewed by: Sarah Jenkins, MSN, RN, Healthcare Compliance Director
Last Updated: March 2026• Verified

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