How to Create a Facility
VIDEO: Create a Facility
Step-by-Step Process:
- Navigate to the Facilities Tab:
- When creating a facility such as a house or a clinic, you will need to go to the facilities tab.
- Select New: Click on the 'New' button to start the process.
- Choose Record Type:
- You will be prompted to choose the type of facility record. Options include clinic, funeral home, house, or pharmacy. For this example, select 'House'.
- Start Creating the Record:
- This action will open up the information form where you can begin entering details for the new facility.
- Enter Facility Name:
- Fill in the facility name in the designated field.
- Provide a Short Name: Optionally, you can give the facility a short name for easier reference.
- Associate with Main Agency:
- If applicable, tie the facility to your main agency.
- Set Active Status:
- Ensure you select the facility as 'Active' if it is currently operational.
- Record Facility Capacity:
- Enter the capacity details, including the number of rooms available, the number of beds, how many are already consumed, and how many are scheduled.
- Enter Address and Contact Information:
- Fill in the address of the home and the phone number.
- Optionally, add a fax number and email address.
- Fill Additional Information:
- Provide other relevant details such as taxonomy code and MPI (Master Patient Index) assignment.
- Save the Record:
- Once all information has been completed, click on 'Save'.
- Review the New Facility:
The new facility should now be listed under facilities, confirming its creation.