The LocumsMart workflow process consists of four different stages: open, pending, active, and past. In the past, only facilities or healthcare organizations had the ability to move assignments through the workflow. We had numerous requests from vendors saying, “I have the necessary documents to move forward, why not let me move the assignment through the workflow myself and take some work off the plate of the facility user?” We listened, and now that option is available to all members!
Moving Assignments Through The Workflow
Here’s how the process works for vendors:
After you log in to LocumsMart, click on your assignments tab. The open screen will look the same, but the pending screen and the active screen will now have new icons that you didn’t have before. In the action column, you now have the option to move the assignment to active from the pending screen, or from the active screen you can move the assignment to past. The icon looks like a file folder with a down arrow because here we’re moving the assignments from pending to active and from active to past – down the workflow.
Going back to pending assignments – let’s say a doctor is ready to start working right now. You would click the move to active icon, and confirm that you are sure that you want to move the assignment to active. You may get a dialog box telling you that you can’t move the assignment to active because it is missing required documents or information (in this video example, we’re missing three references). Just click okay, and then click on the assignment confirmation agreement to add the missing documentation.
At the top of the confirmation agreement you’ll be able to see what the conditions are for that particular master contract to be able to move the assignment to active. In this tutorial example, there is a checkmark next to provider CV which means it’s present on the provider profile, but there’s not a checkmark next to three provider references. Before we can move the assignment to active, we’ll need to upload those references. It’s a pretty painless process; just like attaching files to an email. Just be sure to click save!
Tip: You can upload a variety of file formats for this purpose: .doc, .pdf, .txt, .jpg, .wav, etc.
You can see in the video that after we upload the files, there are green checkmarks letting us know we are good to go and that we can now move the assignment over to active. If you aren’t able to move the assignment, be sure to double check this section to ensure that all necessary documentation has been uploaded.
Once you click the move to active icon, you’ll need to click yes to confirm on the pop-up, and the assignment will then drop off of your pending screen and move over to the active screen.
If you’re at the end of the assignment and the physician is done working, just click move to past and confirm and the assignment will be moved to the past stage; no need to upload any documentation.
We developed this new functionality at our vendors’ request as a way to keep their assignments neat and organized in the proper places. Now all members can better and more efficiently manage their assignments, whether as a healthcare organization or vendor. Have you tried out this new functionality yet? Let us know what you think!