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'.