Overview
TeamBuilder supports Region & Specialty filtering in two key areas of the Add Shift workflow: the Add Shift Modal and the Flexible Staff screen. These filters make it easier to find the right staff by narrowing your search to specific geographic regions and clinical specialties.
1. Region & Specialty Filter in the Add Shift Modal
How to use it:
- Open the Add Shift Modal.
- Under the Staff Location section, click the dropdown.
- Select Region + Specialty from the options:
- Primary Office + Secondary Office (default)
- Primary Office
- Secondary Office
- Region + Specialty
- Once Region + Specialty is selected, two additional fields will appear:
- Region(s) — single-select; defaults to your office's region
- Specialty — multi-select; becomes active after at least one Region is selected
Select a Region, then optionally narrow results by Specialty.
💡Results represent all specialties available across the selected region.
2. Region & Specialty Filters on the Flexible Staff Screen
How to use it:
- Navigate to Add Shift → Flexible Staff.
- Use the new filter columns in the table header:
- Region(s) — single select; defaults to your office's region
- Specialty — multi-select
- Select a Region to activate the Specialty filter.
- Optionally select one or more Specialties to further narrow results.
💡The Specialty filter is hidden until a Region is selected. Once a Region is chosen, the Specialty dropdown will populate with all relevant specialties for that region.
How Region → Specialty Logic Works
The Specialty dropdown is dynamically built based on your Region selections:
- Single region selected: shows all specialties from every office within that region.
Requirements
⚠️Global PTO Unavailability must be enabled for your organization for Region + Specialty filtering to function correctly.
If you don't see Region + Specialty search options in your Staff Location filter, contact your TeamBuilder system administrator to learn whether this functionality is available for your organization.