1. Map the Existing Process
Identify who prepares room details, how the pick order is decided and when choices begin. Include exceptions: someone away, an unexpected room change or a physician who needs a delegate. These details matter as much as the normal sequence.
2. Prepare Useful Room Information
Agree which details staff need before choosing and who checks them. For a hospital connection, involve IT to confirm the source, timing and removal of patient-identifying information. Manual entry can provide a starting point while an integration is scoped.
3. Agree on Turns and Exceptions
Set picking hours, notification preferences and the response to a delayed turn. Decide who can help or change the order. Make delegation clear so the administrator knows who is acting for an absent staff member.
4. Walk Through a Representative Day
Use fictional room and staff data for training. Check notification, sign-in, reviewing available lists, choosing and confirmation on both phones and computers. Practice an exception as well as the normal flow, and make support instructions easy to find.
5. Review the First Live Lists
Confirm that the final assignments are distributed correctly and ask staff where they were uncertain. Review those observations with the administrator before expanding the workflow. iSchedule.MD's optional Mobile Picklist supports daily selection alongside the call and shift schedule.