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."

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

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

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

Update existing Facility

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

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

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

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

5. Select "Save."

6. 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."

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

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

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

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

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

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. 

2. Select the "Facility" drop-down.

Appointments

1. Navigate to the "Calendar" tab. 

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

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

Register

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

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