Why Thotara

Locums firms don't need a configurable CRM. They need locums software.

Every general-purpose platform can be bent into a locums shape with enough custom objects, integrations and consulting hours. Thotara starts where those projects finish — and adds the AI, portals and pay-vs-bill logic that configuration alone never produces.

  • Native locums objects, stages and rate structures
  • Provider and client portals included
  • AI aimed at time-to-fill, with reasoning shown
  • Weeks to production, not a multi-quarter implementation

Comparison

Thotara vs the two alternatives you're weighing

Generalisations, honestly labelled: configured CRM builds and general healthcare VMS platforms both solve real problems — just not the agency-side locums desk.

CapabilityThotaraConfigured CRMGeneral VMS
Locums objects out of the box (name clear, privileging window, call coverage)NativeCustom objects to buildPartial
Asymmetric pay-vs-bill rate cards with call, beeper and gratis hoursNative Not typicallyOften hourly only
AI-ranked shortlists per order with explained rationaleIncludedKeyword search only Not typically
Fill probability and stalled-stage detectionIncludedReports you build Not typically
Fall-off and credentialing risk predictionIncluded Not typically Not typically
Prioritized next-best-action queue per recruiterIncludedManual task lists Not typically
Automated data capture (CVs, credentials, itineraries, inbound email)IncludedThird-party add-onVaries
Provider portal (intake, documents, schedule, travel, timesheets, direct deposit)IncludedSeparate buildLimited
Client portal (jobs, candidates, credentialing, invoices, agreements, reports)IncludedSeparate buildVendor-neutral view only
Credentialing checklists, expirations and packet statusNativeSpreadsheet in practiceNative
Travel booking records tied to marginNative Not typically Not typically
Timesheets to invoicing on one approved data setNativeIntegration projectVaries
Internal chat with an assistant that can act on your recordsIncluded Not typically Not typically
Encrypted data, least-privilege roles and an immutable admin audit logNativeConfigurableNative
Time to productionWeeksMonths of consultingMonths

Differentiators

The five things we won't compromise on

Built for one placement type, deliberately

Perm recruiting software treats a placement as an event. Locums placements are recurring, credential-gated, travel-dependent and billed on composite rates. Every screen in Thotara assumes the second model.

AI measured in days off time-to-fill

Not a chat window bolted on the side: ranked shortlists, fill probability, bottleneck detection, fall-off risk and prioritized actions — aimed at turning open roles into confirmed providers sooner.

Portals as part of the product

The provider portal and client portal ship with the platform. Transparency is how coordinator email volume drops, so it shouldn't be an upsell.

One data set from hours to margin

Approved hours drive pay, bill and margin. There is no second entry point where the numbers diverge and no month-end reconciliation ritual.

No implementation industry required

You are not buying a platform plus a consulting engagement to make it resemble a locums firm. It already is one.

Switching

Migration is a reviewed import, not a leap

  1. 01

    Export what you have

    Salesforce reports, ATS exports, credentialing spreadsheets, rate sheets — whatever the current truth lives in.

  2. 02

    AI maps the fields

    Thotara proposes a mapping to its own objects, flags duplicates and shows exactly what will be created before anything lands.

  3. 03

    Review and import

    You approve the mapping, import in batches, and spot-check with a review queue rather than trusting a silent load.

  4. 04

    Run parallel, then cut over

    Keep the old system read-only during the first placements, then retire it once the desk trusts the new one.

What the first 30 days look like

Week one: organization set up, users invited, roles assigned, rate cards modelled from your live contracts. Week two: providers and clients imported and reviewed. Week three: first orders and presentations run in Thotara while the old system stays read-only. Week four: credentialing, scheduling and the first invoice cycle.

No sandbox-to-production migration project, no custom object modelling, no integration build before the desk can work.

Questions

What evaluation teams ask

We already pay for Salesforce. Why change?

Because the locums-specific parts of your workflow live in the spreadsheets around it. Thotara replaces the CRM plus those spreadsheets plus the credentialing tracker with one system that already knows the domain.

How is this different from a VMS?

A VMS is usually built for the health system's vendor management view. Thotara is built for the agency running the desk — sourcing, credentialing, coordination, pay and bill — with a client-facing portal on top.

Can we keep our accounting system?

Yes. Thotara owns the operational record and exports invoice and pay data to your ledger.

What about our historical data?

It imports with AI-assisted field mapping, duplicate detection and a human review step, so history comes with you instead of being archived.

Put us next to your current stack.

We'll run your workflow in both and let the number of tabs decide.