SYSTEM AND APPARATUS FOR GENERATING WORK SCHEDULES

• US 20130197957A1
• Filed: 02/11/2013
• Published: 08/01/2013
• Est. Priority Date: 10/19/2010
• Status: Abandoned Application

• Current Assignee: ClearCare, Inc. (Project Ruby Parent Corp.)
• Original Assignee: ClearCare, Inc. (Project Ruby Parent Corp.)
• Inventors: NUDD, GEOFFREY HOWARD, STANLEY, SCOTT WARNER
• Application Number:
  US13/764,581
• Publication Number:
  US 20130197957A1
• Time in Patent Office: Days
• US Class Current: 705/7.14
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups

Abstract

Disclosed are new approaches for scheduling workers at remote locations. Work assignments may be organized into shifts associated with one or more workers and one or more recipients. Tasks are associated with the shift and have an updatable status. Shifts may be replicated by cutting and pasting or by specifying a recurrence definition. The tasks associated with a shift may then be replicated. The status of tasks may be updated using a voice telephony system. The status of tasks may also be reported from a computer located on the recipient premise. Text and/or voice comments and the task status may be accessible by managers, clients, and concerned parties from a web portal accessible using a computing device, such as a tablet computer. Special classification activities may also be automatically specified according to rules and associated with shifts and replicated shifts. Methods for automatically associating providers with shifts are also disclosed.

Claims

1. A method for scheduling, the method comprising:

retrieving, by an enterprise computer system from a central server system, blackout data for a plurality of providers, the blackout data indicating shifts scheduled by a plurality of independent enterprises for the plurality of providers;

retrieving, by the enterprise computer system from an enterprise database, a number of hours scheduled for the plurality of providers for the enterprise associated with the enterprise computer system;

receiving, by the enterprise computer system, a shift definition defining a date and time range;

identifying, by the enterprise computer system, a set of filtered providers from among the plurality of providers such that;

the number of hours of scheduled in a time period for each provider in the set of filtered providers plus the time range of the shift definition does not exceed a maximum hour limit; and

the date and time range of the shift definition does not overlap shifts scheduled for each provider in the set of filtered provider according to the blackout data;

selecting, by the enterprise computer system, a selected provider from the set of filtered providers;

transmitting, by the enterprise computer system, the shift definition to the central server system; and

storing the selected provider in association with the shift definition in the enterprise database.

2. The method of claim 1, wherein identifying, by the enterprise computer system, the set of filtered providers further comprises restricting the set of filtered providers having corresponding qualification data meeting one or more qualifications.

3. The method of claim 2, wherein the qualification data is retrieved by the enterprise computer system from the central server system.

4. The method of claim 1, wherein the maximum hour limit is a weekly hour limit.

5. The method of claim 1, wherein the maximum hour limit is a monthly limit.

6. The method of claim 1, wherein the maximum hour limit is an hour limit across in a period of one or more months.

7. The method of claim 1, wherein the shift definition further comprises a recurrence definition, the method further comprising:

comparing, by the enterprise computer system, dates and time ranges derived according to the recurrence definition to the blackout data; and

generating, by the enterprise computer system, an alert if one or more of the dates and time ranges overlap the blackout data.

8. The method of claim 1, wherein selecting, by the enterprise computer system, a selected provider from the set of filtered providers further comprises:

ranking the set of filtered providers; and

selecting the selected provider according to the ranking.

9. The method of claim 8, wherein ranking the set of filtered providers further comprises ranking the set of filtered providers according to qualifications.

10. The method of claim 8, wherein ranking the set of filtered providers further comprises ranking the set of filtered providers according to proximity of the set of filtered providers to a recipient associated with the shift definition.

11. The method of claim 8, wherein ranking the set of filtered providers further comprises ranking the set of filtered providers according to pay rates of the providers of the set of filtered providers.

12. The method of claim 1, wherein selecting, by the enterprise computer system, a selected provider from the set of filtered providers further comprises:

transmitting, by the enterprise computer system, requests to the set of filtered providers, the requests including the shift definition;

receiving, by the enterprise computer system, a plurality of responses from at least a portion of the set of filtered providers; and

selecting the selected provider from among the at least a portion of the set of filtered providers according to a ranking thereof.

13. The method of claim 12, wherein transmitting requests to the set of filtered providers further comprises sending a text message.

14. The method of claim 12, wherein transmitting requests to the set of filtered providers further comprises making an automated voice telephone call to the set of filtered providers.

15. The method of claim 1, further comprising outputting, by the enterprise computer system, an alert if the time range of the shift definition plus hours scheduled for one or more of the set of filtered providers in the time period exceed the maximum hour limit.

16. A method for scheduling, the method comprising:

transmitting, by a central server system, blackout data for a plurality of providers to a plurality of enterprise computer systems, each enterprise computer system corresponding to an independent employer;

receiving, by the central server system, from a first enterprise computer system of the plurality of enterprise computer systems, a first shift definition for a first provider of the plurality of providers;

updating, by the central server system, the blackout data for the first provider according to the first shift definition;

retransmitting, by the central server system, to a second enterprise computer system of the plurality of enterprise computer systems the blackout data for the plurality of providers;

receiving, by the central server system, a second shift definition for the first provider from the second enterprise computer systems; and

updating, by the central server system, the blackout data for the first provider according to the second shift definition.

17. The method of claim 16, wherein transmitting blackout data for the plurality of providers to the plurality of enterprise computer systems further comprises:

receiving provider selections from the plurality of enterprise computer systems; and

transmitting blackout data for the plurality of providers to the plurality of enterprise computer systems in accordance with the selections thereof.

18. The method of claim 16, wherein transmitting blackout data for the plurality of providers to the plurality of enterprise computer systems further comprises:

receiving, by the central server system, from the plurality of enterprise computer systems selection criteria;

selecting, by the central server system, providers for each enterprise computer system in accordance with the selection criteria received therefrom; and

transmitting, by the central server system, blackout data corresponding to the selected providers for each enterprise computer system to the each enterprise computer system.

19. The method of claim 16, wherein retransmitting, by the central server system, to the second enterprise computer system of the plurality of enterprise computer systems the blackout data for the plurality of providers further comprises:

pushing the blackout data to the second enterprise computer system in response to the updating of the blackout data for the first provider.

20. The method of claim 16, wherein transmitting, by the central server system, blackout data for the plurality of providers to the plurality of enterprise computer systems, comprises sending blackout dates and times to the plurality of enterprise computer systems for providers without transmitting enterprise identifiers and shift information associated with the blackout dates and times.

21. The method of claim 16, further comprising transmitting, by the central server system, qualification data for the plurality of providers.

22. The method of claim 21, wherein transmitting, by the central server system, blackout data for the plurality of providers to the plurality of enterprise computer systems further comprises:

receiving, subsequent to transmitting of the qualification data, identification of a filtered sets of providers from the plurality of enterprise computer systems; and

transmitting blackout data corresponding to the filtered sets of providers to the plurality of enterprise computer systems.