Your Workspace is the foundation, so let’s build the Facility profile. Follow these steps to complete the journey.
Navigating to Administration
- On the left side of the navigation bar, click on "Administration."
Adding the Facility
- Under Administration, locate and click on + Add Facility.
- Enter the name of your facility under Facility Details.
- Note: If desired, you can also add a picture of the facility here.
Entering General Information
Under the general information section, please enter all that is required *
- Facility License Number: If you do not have one yet, enter zeros ("000000").
- Licensed For: Specify the maximum number of residents your facility is licensed to accommodate.
- Address: Enter the full address, including city, state, and zip code. If the time zone did not auto-populate, select it manually.
Contact Person Information
- Next, enter the details of the facility's contact person. This can be the home's provider or a manager, and this information will be displayed on reports.
- Fill in the following fields:
- First Name
- Middle Name
- Last Name
- Phone Number (Mobile)
- Alternate Number (Home)
- Fax Number (Facility)
Handling Facility Aliases
- Leave the "Facility Aliases" section blank. This section is used for pharmacy integration and will be filled in by the Synkwise team.
Saving the Information
- Once all information is entered, click the "Save" button at the top of the page.
- You will be directed to the newly created facility page.
Updating Facility Information
- If you need to make changes to any information, click on "Update Profile."
- Edit the necessary fields and save the changes.