Phoebe Recommendations, Zip Codes, and Outreach Updates

We've got some exciting new features rolling out, including our first beta test of Phoebe's caregiver recommendations and a few quality of life improvements that should make your day to day a bit easier.

Upcoming Beta - Phoebe Recommendations

Next week, we are opening up beta testing native caregiver recommendations in Phoebe. We'll now show you fast, robust recommendations of which caregivers to include in outreaches based on factors like:

  • Distance from client
  • How many times they've worked with that client before
  • Their current schedule
  • Whether the shift would put them into overtime
  • Gender
  • The languages they speak

We'll also begin to tap into Phoebe's memory to recommend or exclude caregivers based on things they've told us directly, beginning with info about their schedule and availability.

For example, if a caregiver mentions they can't work Thursday afternoons because of their kid's dance class, Phoebe won't suggest them for Thursday afternoon shifts.

Better Communication When Cancelling Outreaches

When you cancel an active outreach, you now have the option to:

  • Add an internal note explaining why the outreach was cancelled (only your team will see this)
  • Choose whether to notify caregivers that the shift is no longer available
  • Select a reason to share with caregivers via SMS
  • Decide if you want to notify caregivers who haven't responded yet

After cancelling, you can hover over the question mark icon on the outreach page to see any internal notes that were added.

Small Improvements and Bug Fixes

Client Zip Code in Outreach Messages

You can now include the client's zip code by default in your SMS outreach messages. This gives caregivers a better sense of the location before they respond. If you'd like us to update your template to include this, just let us know!

Pre-filled SMS and Voice Templates

The editable portions of your SMS and Voice templates are now pre-filled in the edit fields, so you can make quick inline changes without copying and pasting. Small change, big time saver.