You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
Version 1
Next »
When creating a facility such as a house or a clinic, follow these instructions to successfully set up a new record.
- Navigate to the facilities tab in your system.
- Select "new" to initiate the creation of a record.
- Choose the type of facility you want to create. Options include clinic, funeral home, house, or pharmacy. For this example, select "house."
- Fill in the facility name in the designated field.
- Optionally, provide a short name for the facility.
- If applicable, tie the facility to your main agency by selecting it if it is active.
- Ensure that the facility status is marked as "active."
- 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.
- Input the address of the facility, along with the phone number.
- Optionally, add a fax number and email address.
- Fill in any additional information, such as the taxonomy code.
- Once all information is completed, save the record.
After completing these actions, your new facility will be listed in the facilities section.