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When creating a facility such as a house or a clinic, follow these instructions to successfully set up a new record.

  1. Navigate to the facilities tab in your system.
  2. Select "new" to initiate the creation of a record.
  3. Choose the type of facility you want to create. Options include clinic, funeral home, house, or pharmacy. For this example, select "house."
  4. Fill in the facility name in the designated field.
  5. Optionally, provide a short name for the facility.
  6. If applicable, tie the facility to your main agency by selecting it if it is active.
  7. Ensure that the facility status is marked as "active."
  8. Enter the capacity details, including the number of rooms available, the number of beds, how many beds are already consumed, and how many are scheduled.
  9. Input the address of the facility, along with the phone number.
  10. Optionally, add a fax number and email address.
  11. Fill in any additional information, such as the taxonomy code.
  12. Once all information is completed, save the record.


After completing these actions, your new facility will be listed in the facilities section.

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