In the workspace
The placement pipeline, live
Presented, name clear, interview, offer and credentialing — every candidate moving toward an assignment, with the rate and candidate number on the card. Stalls and fall-off reasons surface the day they happen.

Capabilities
What the recruiting desk gets
CV in, profile out
Drop one CV or a batch of them. Thotara extracts training, work history, licenses, certifications and gaps, then drafts the profile for review.
Explained match rationale
Every ranked candidate shows why: licensure feasibility inside the client window, specialty fit, availability, rate fit and prior experience at that site.
NPI and licensure verification
Verify the NPI, pull board status where published, and flag licenses that are expired, inactive or missing for the state a job order sits in.
Match and rank
Score in both directions — candidates for an order, and open orders for an idle provider — so no available provider sits unworked.
Leads and pipelines
Work inbound leads, referrals and re-engagement lists on the same record, with round-robin assignment and ownership rules.
Presentations and name clears
Submit candidates, track name clears per facility, log interviews and offers, and capture fall-off reasons instead of losing them.
Notes that become data
Dictate or paste a call note and get a summary, next steps and follow-up tasks written back to the provider record.
Honest desk metrics
Submissions, presentations, clears, fills, time-to-fill and margin by recruiter — from the workflow, not a weekly spreadsheet.
How it flows
Sourcing to submission
- 01
Start from anything
An NPI number, a CV, a LinkedIn-style profile paste, a referral name, or a bulk import from your old CRM.
- 02
Let AI draft the record
Enrichment proposes every field it can source and shows where each value came from. Nothing writes without a human accept.
- 03
Invite the provider to finish it
A multi-step intake in the provider portal collects what only they can give — documents, references, preferences, direct deposit — pre-filled from what you already know and saveable mid-way.
- 04
Match to live orders
Rank against every open order, present the shortlist, and track the clear-to-confirm path in one pipeline.
Locums-specific detail most CRMs miss
- Multi-state licensure with expiration and compact status
- Privileging lead time and credentialing window per facility
- Call, beeper and 24-hour coverage willingness
- Travel radius, driving distance and blackout dates
- Malpractice history, gaps and explanation notes
- Rate expectations separated from what the client is billed
- Prior site experience, so repeat placements are obvious
- Do-not-present flags per facility and per recruiter


