Use the Facilities section to define your service locations. This guide covers how to create, manage, and utilize facilities across the platform.

Permissions Required

  • Manage Facilities

Manage Facilities

The user permission required to manage your facilities is the "Manage Facilities."

Create a Facility

  1. Navigate to "Settings", then select "Facilities."

Screenshot showing the 'Manage Facilities' permission checkbox.

Screenshot showing navigation to Settings > Facilities.

  1. On the left hand side you will see a "Facility List." This will display any existing Facilities that you may have.

  1. On the right hand side, the header will say "Add Facility." Enter your Facility information.

Screenshot showing the Facility List on the left.

Screenshot showing the Add Facility form.

  1. Once you have entered all the required information, select "Add."

Update existing Facility

  1. Navigate to "Settings", then select "Facilities."

Screenshot showing the Add button.

Screenshot showing navigation to Settings > Facilities.

  1. On the left hand side you will see a "Facility List." This will display any existing Facilities that you may have.

  1. Select the Facility that you would like to update.

Screenshot showing the Facility List.

Screenshot showing a facility selected in the list.

  1. On the right hand side, the header will say "Edit Facility." Update the necessary information.

  1. Select "Save."

Screenshot showing the Edit Facility form.

Screenshot showing the Save button.

  1. If you select "Clear" this will not delete the Facility, but will clear the form to enter a new facility.

Inactivate or Delete an existing Facility

  1. Navigate to "Settings", then select "Facilities."

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  1. On the left hand side you will see a "Facility List." This will display any existing Facilities that you may have.

Screenshot showing navigation to Settings ></p> <p style=Screenshot showing the Facility List.

  1. Select the Facility that you would like to remove. 

  1. On the right hand side, the header will say "Edit Facility." At the bottom, un-check the "Active" checkbox. 

Screenshot showing a facility selected in the list.

Screenshot showing the 'Active' checkbox unchecked.

  1. Select "Save." This will Inactivate the Facility.

  1. To delete the Facility, select "Delete." It is not recommended to delete a Facility that has been used in your database.

Screenshot showing the Save button.

Screenshot showing the Delete button.

Using Facilities

Episodes

If a Facility is set in the "Episode" tab of the client's chart, all of the appointments and ledger items for that client will set the Facility when created.

  1. Navigate to the Client's chart, and select the "Episode" tab.

  1. Select the "Facility" drop-down.

Screenshot showing the Episode tab in a client's chart.

Screenshot showing the Facility drop-down in the Episode tab.

Appointments

  1. Navigate to the "Calendar" tab.

  1. Create a new appointment, or select an existing appointment.

Screenshot showing the Calendar tab.

Screenshot showing an appointment window.

  1. Navigate to the "Facility" drop-down to select the Facility.

Register

  1. Navigate to the Client's chart and select the "Register" tab.

Screenshot showing the Facility drop-down in an appointment.

Screenshot showing the Register tab in a client's chart.

  1. Select the "Facility" drop-down to select the Facility.

Screenshot showing the Facility drop-down in the Register tab.

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