Scheduling - Tips Continued 6-10

22.08.23 01:28 PM By Glenn Payne

Having an efficient scheduling team is akin to having a healthy heart; it serves as the central pillar that keeps all other aspects functioning smoothly. When your scheduling team operates with effectiveness, it ensures the seamless coordination of resources, timely completion of services and optimises downward billing and payroll workflow. Just like a healthy heart enables the proper functioning of the entire body, an efficient scheduling team facilitates the smooth operation of an organisation, leading to enhanced productivity, cost-effectiveness, and overall success.

 

Here are our first of a series of tips to help your organisation gain a healthy heart.

Tip 6: Review staff expenses on services, such as Kilometres 

Comparing kilometres claimed by employees with their scheduled activities helps identify discrepancies and potential errors in claims. It ensures that expenses are in line with actual work-related travel and prevents unnecessary costs to the organisation. Also, reviewing any expenses on services, such as meals and entertainment are aligned with delegation and approvals. 

Tip 7: Regularly reviewing and auditing the cancellation process

Consistently conducting reviews and audits of the cancellation process allows for the identification of patterns and trends related to client care needs and staffing deficiencies. This proactive approach enables organisations to minimise cancellations and better understand the reasons behind them.

Tip 8: Reviewing and auditing client preferences not met procedures

Regularly reviewing and auditing the procedures for unmet client preferences is crucial. When the organization is unable to meet clients' needs and preferences during scheduling, conducting these audits becomes even more significant. By doing so, the scheduling team can identify areas for improvement in the procedures and systems. This will enable them to recognise instances where a client's preferences have not been fulfilled. Ultimately, this approach will lead to a reduction in client communication complaints and improved customer satisfaction levels.

Tip 9: Reviewing the onboarding process for a Community Worker

Regularly evaluating the onboarding process for Community Workers is essential. By conducting systematic reviews and audits of the current procedures, the organization can better understand the scheduling needs before a new Community Worker begins their role. This review will prove valuable for the recruitment team during the hiring process, as they can identify the necessary availability based on unfilled or unassigned client services. It ensures that the right candidates are selected with the appropriate availability to meet the clients' needs effectively.

Tip 10: Training for the Scheduling team

At THREEDIGITAL, we can provide comprehensive training opportunities for the scheduling team to ensure they meet the organisational requirements effectively. This includes regular training sessions that focus on essential topics related to the organisation's award or Enterprise Agreement and the scheduling system. By participating in these training sessions, the scheduling team gains an in-depth understanding of the award or Enterprise Agreement and becomes proficient in utilising the current scheduling system. This equips them to handle scheduling tasks efficiently and aligns their skills with your organisation's needs.

​Register your interest for a free scheduling audit 

Glenn Payne

Managing Partner THREEDIGITAL
http://www.threedigital.com.au/

Glenn possesses over 25 years of experience in digital services across the aged care, disability, and family support sectors