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Here’s a concise guide to help you through the process.

  1. Access the main doctor cloud IDD and navigate to the "Facilities" section. Select "New" to begin the setup.
  2. Choose the record type for your facility. Options include clinic, funeral home, house, or pharmacy. For this setup, select "Clinic."
  3. Enter the name of your clinic in the designated field. Optionally, you can provide a short name.
  4. Decide whether to attach the clinic to an agency. If it’s an internal clinic, attach it to your agency. For an external clinic, leave it unattached.
  5. Mark the clinic as "Active" to indicate that it will be used for scheduling appointments.
  6. Input the clinic's address, phone number, city, email, fax number, and zip code as required.
  7. If the clinic is internal, additional information regarding capacity, number of beds, consumed beds, or scheduled beds may be necessary. For external clinics, this information is not required.
  8. Save the clinic information once all fields are filled out.
  9. To view the clinics you have set up, return to the "Facilities" section. You can filter the list to show only clinics by selecting "Clinic."

By following these instructions, you will successfully set up a clinic within the doctor cloud IDD system.

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