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Provider (MD / PA / NP)
Provider Guide
Onboarding & user manual for physicians, PAs, and NPs
1.Welcome, provider
This guide is for physicians, PAs, and NPs using CAIER Schedule. Your scheduler builds the roster; you view your shifts, sync them to your calendar, request swaps, and submit time-off — all from one place.
2.First-time sign-in
- Open the invite link from your scheduler (or go to er.caier.ai and enter your work email or mobile number).
- We send a one-time code by email or text — enter it to sign in. No password to remember.
- Optionally add a passkey (Face ID / Touch ID / Windows Hello) so the next sign-in is one tap. You can also approve a desktop sign-in from your phone by matching the 2-digit code.
- You'll land on My schedule.
3.Syncing your calendar (do this once)
- Open My schedule → Sync calendar.
- Copy the private iCal URL.
- Add it as a subscribed calendar in Apple Calendar, Google Calendar, or Outlook.
- Every publish and swap will update your calendar automatically.
Tip: The URL is private to you. If you ever share it accidentally, tap Regenerate to invalidate the old one.
4.Viewing your shifts
- My schedule — your assigned shifts by day, week, or month.
- Schedule — the whole department view (read-only for providers).
- Tap any shift to see start/end time, location, and colleagues on that shift.
5.Swaps, give-aways, and the Marketplace
- Open Requests and click New swap request.
- Pick the shift you want to give up. Leave the target blank to offer it to anyone, or choose a colleague (and optionally one of their shifts) for a straight trade.
- Your scheduler and the other provider both get notified; on accept, both calendars update automatically.
Marketplace shows every open shift plus anything colleagues have put up for grabs. Picking up a shift is blocked when it creates a hard conflict (overlap, missing credential) and shows a warning you can accept for soft ones (FTE, preferences, days-in-a-row).
6.Submitting time-off and preferences
- My requests — submit vacation, education, or personal days.
- Preferences — mark preferred / avoided shift types and weekdays.
- Preferences are considered by the AI builder and by your scheduler when manually assigning.
7.Notifications
- You'll get an email when the schedule is published or when a swap involves you.
- Turn on browser/mobile push under Account → Notifications to get alerts the moment a schedule publishes or a swap needs your answer.
8.Privacy
Your calendar URL is private and revocable. Your preferences and time-off notes are visible only to your scheduler and org admin — never to other providers.
9.Troubleshooting
- Calendar not updating → re-copy the iCal URL from My schedule → Sync calendar.
- Missing shift → check with your scheduler; a re-publish is needed for you to see edits.
- Can't sign in → request a new one-time code on the sign-in page (check spam), or ask your scheduler for a re-invite. There is no password to reset.