A doctor profile holds everything the scheduling engine needs to know to build a fair, valid roster. Keeping profiles up to date is the single most important thing you can do for clean roster output.Documentation Index
Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Only admins can edit doctor profiles.
What you can configure
| Field | What it does |
|---|---|
| Name | The display name used on rosters and calendars. |
| Department | Used for filtering when building rosters. |
| Level | Senior or Junior. Drives role-based shift requirements and is shown with an asterisk (*) on calendars for seniors. |
| Date of joining | Used to apply onboarding rules during the new doctor protection period (if configured). |
| Pod | Optional sub-grouping within a department — useful for organising large teams. |
| Used for swap notifications and leave confirmation emails. Only editable on profiles that aren’t linked to a member account. | |
| Phone | Optional contact number. |
| Min and max hours per month | The lowest and highest number of duty hours the engine will assign to this doctor in a given month. |
| Excluded shift types | Shift types this doctor should never be assigned to, regardless of the period. |
| Status | Active or Inactive. Inactive doctors are excluded from new rosters. |
Edit a doctor’s profile
If the profile is linked to a member account, the email field is managed by that member’s account and can’t be changed from the doctor profile.
Submit leave or preferences on a doctor’s behalf
From a doctor’s profile page you can also:- Submit a leave request for them.
- Add shifts to avoid as soft preferences.
- Review their leave history.
Link a doctor to a member account
If a doctor has a PlanMyRounds account, link it to their doctor profile. Once linked, they can sign in to see their own shifts, submit leave from My Leaves, and start duty swaps.Read more at Link or unlink accounts with doctors profile
The doctor needs to be a member of your organisation first. Invite them by email if they aren’t yet.
The doctor needs to be a member of your organisation first. Invite them by email if they aren’t yet.
Active vs. inactive
Use Inactive to take a doctor out of new roster generation without losing their history:- They stay on past rosters and their leave history is preserved.
- They won’t appear in the doctor pool when you build a new roster.
- Setting their linked member account to Deactivated automatically marks the doctor profile as Inactive too. See Deactivating or removing a member.
Next steps
How the scheduler uses these fields
Deep dive into every doctor parameter the engine reads.
Create a roster
Put updated profiles to work in your next duty plan.