4. The Skedulo Mobile App for the Healthcare Package

The following article provides a guide to using Lumary in conjunction with the Skedulo web and mobile applications. The screenshots provided are indicative and should be used for reference only.

Before following the steps in this guide, all prerequisite steps will need to have been taken, for example, an active client with a current service agreement will need to exist.

Once a job has been dispatched, as described in the previous sections, the resource (worker) will be notified via the method selected during dispatch. The worker will then need to accept the job before the work can be carried out.

The following forms will be available to the resource.

For group events, the Skedulo mobile app provides a way to record which clients were in attendance and which clients did not attend.

The attendee form shows a list of all clients that were scheduled to attend.

Viewing and marking the group attendee form for a job on the Skedulo mobile app.

Table 3. The attendees form elements and their descriptions.

Form Element	Interface Icon or button	Description
Search box	-	The search box at the top of the form will enable clients to be found using their name or address.
Notes	-	The notes function enables a "Group Case Note" to be entered. Once saved, this will create a case note for each attendee.
Client name and address	-	The name and address of the client.
Phone		Only available if the client has a phone number entered on their record. It will launch the call feature on the mobile device.
Text message		Only available if the client has a mobile number entered on their record. It will launch the texting feature on the mobile device.
Client contacts		Tap on this to navigate to that client's "Client Contacts" form. See "Client Contacts" for more details.
Alerts		This will be shown if the client has alerts on their record. Clicking on the alert icon will show its details in a pop-up.
Service details		This will only be shown if the resource has access to this form (via "Hide Service Items" on their record). Tapping on this button will navigate to the "Service Line Items" form. See "Service Line Items" for more details.
Case notes		This opens a pop-up where an individual case note can be entered for the client.
Attendance		By default, all clients are marked as attended. If the "X" button is clicked, a new pop-up will appear where a cancellation reason and comment can be added. The cancellation reason will be shown once saved.
Client photo	-	Clicking on the client's photo will navigate the user to the "Client Details" form See "Client Details" for more details.

For a single event job, the "Service Line Item" form can be accessed via the section marked "Forms." For group events, via the "Service Details" button on the "Attendee" form.

How to access the service line item from the forms section of a job's details.

How to access the service line item from the attendee list of group events.

To add or edit it, perform the following:

Adding additional line items to a job in the Skedulo mobile app.

The Client Contacts form will show all those who are related to the selected client. These are stored in the Lumary ‘Client Contacts’ list on the Client record.

The Client Contact form can either be accessed from the group event (by clicking on the Client Contacts icon), or on a single booking using the client contacts form.

The client contacts associated with a job.

The search bar enables you to search for a client's name. For each contact, the following information is available:

A client's details can be accessed from either the client detail form (on a single booking) or by clicking on the attendee’s photo on the attendee's form.

Accessing a client's details from the attendee form for a group event.

Once the client detail form is opened it will show:

An example of a client's details.

The available Lumary client data will be determined by the Salesforce security for each related list. The full list of related data (custom forms) includes the following:

When a list is clicked on it will show all the records for that object. Records can be searched using the search field at the top of the page. Clicking on the record will open its details. The fields being displayed are driven by the Salesforce page layout and security permissions that have been assigned to the user.

In addition, attachments can also be surfaced and added from each object’s Salesforce files. These will need to be configured by Skedulo on a case by case basis.

If the user has been granted permission to edit the object then the Edit button will be available on the record—when tapped, edits can be made. Once completed, save any changes by tapping on the Save button at the bottom of the page.

Lumary client data can be accessed from the client's details (example data used here).

If the user has been granted create access for a record, the Add button will be available from the record list. If there are multiple record types (and the user has access to these) they will need to select the type from the drop-down list (the record type determines the page layout assigned to the user). Once a new record has been entered, save any changes by tapping Save.

To navigate back to the client details page or attendee page, click on the Back arrow at the top-left of the page.

Adding and saving a record.

The "Log Billable Travel" form captures the distance traveled and time and is used to bill the client.

Using the Skedulo mobile app, open the job and go to the job's details. Listed under the "Forms" section, tap on the "Log Billable Travel" button. The form will display the following fields:

If actual travel times and distances are not captured, then the estimated values will be used. Lumary manages the travel calculations on the "Service Delivered" records.

How to log billable travel using the Skedulo mobile app.