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.
To set up a facility supervisor in YourMedSoft, open Foundation > Clients, select the facility, click Portal Users, enter the supervisor’s name and professional email, assign Facility Supervisor permissions, and click Send Portal Invitation. The supervisor receives secure login credentials to manage agency shifts.
What You Need Before Starting
- Facility client record must exist in Foundation.
- Supervisor must have a valid hospital email domain.
Clinical & Regulatory Compliance Standards
- Role-based access controls strictly isolate client data adhering to HIPAA minimum necessary standards.
Step-by-Step Instructions
Open Facility Portal Management
Navigate to Foundation > Facilities, click the facility name, and select the "Client Hub & Users" tab.
Add Facility User
Click "Invite Facility User" and input their full name, job title (e.g. Nurse Manager), and hospital email.
Automate Your Healthcare Staffing Operations
YourMedSoft unifies scheduling, GPS time tracking, credentialing, and facility invoicing into one modern platform for healthcare agencies.
Assign Granular Permissions
Select authorized actions: Request Shifts, Approve Timesheets, View Scheduled Clinicians, and View Billing Invoices.
Send Access Invitation
Click "Send Invitation". The supervisor receives a welcome email with a secure setup link.
Pro-Tips & Best Practices
- Hospital supervisors love the Client Hub because they can see arriving nurse credentials and contact info before the shift starts.
Troubleshooting & Operational Edge Cases
Issue: Supervisor did not receive login invitation email
Operational Resolution: Check hospital spam filters or click Resend Invitation from the facility users tab.
Frequently Asked Questions & Troubleshooting
Can supervisors see agency clinician pay rates?
No. The Client Hub is strictly isolated—facility supervisors only see contracted bill rates (if billing access is granted) or scheduled hours, never agency worker pay.
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