Cut Out the Confusion! Scheduling Terms Decoded

We’ve helped decode some of the complex terms used in healthcare scheduling before, but we thought you could benefit from learning a few more!


In scheduling, both people in charge of making the schedule and people using the schedule are concerned with compatibility, even if they know it or not! Compatibility may sound simple; but in scheduling, it’s quite complex. In order for a shift to be compatible, it must comply with the rules and policies of the organization, as well as the contractual obligations and time-off requests of staff members. To make things more complicated, compatibility also falls to working multiple roles at once. Most physicians and staff can accommodate multiple roles during the same time block. The scheduling managers determine which roles can actually be completed at the same time, ensuring doctors maximize their efficiency without causing confusion or errors.

Change Handling

Change handling is the human element of automated scheduling. No application can truly understand every nuance in an organization or department, which is why the best applications allow administrators to make minor manual changes once the schedule is created. This allows small, one-time changes to be made that keep the organization operating as it should without changing the foundation of rules that put the schedule together.

Conflict Detection

Conflict detection is an essential part of automated scheduling. When the schedule is being created, conflict detection kicks in and stops any scheduling from happening that does not comply with rules or requests. Conflict detection also comes into play when making manual changes by notifying the administrator that a change will cause a conflict. This way, no scheduling errors go unnoticed.


Filtering is a part of the scheduling application used by everyone from the scheduling manager to doctors and staff. Filtering allows users to sort and see the specific information they need at a particular time. This information may be their schedule for the day, or scheduling information for a specific role for an entire month. What’s more, the best applications will allow users to save quick views they use most often, making the application more efficient and adaptable to each user’s unique needs.