Feature Overview: Facilities

Facilities can be configured to represent venues such as offices, classrooms, and clinics where Services take place. 

Facilities have many features in common with Clients:

• The ability to restrict scheduling to Employees with specific Skills & Qualifications.
• Forms functionality.
• Visit Reports.
• Coordination of Care Team, Availability/Unavailability, Notifications, Contacts, etc.
• Services functionality.

Once Facilities are created, there are two scheduling possibilities:

1. Client Visits can be assigned to the Facility (for example, in the case of clinic Visits). 
2. Employee Visits can be assigned at the Facility without a Client (for example, in the case of on-call shifts or office hours).

Create/Edit a Facility

To begin scheduling Visits involving a Facility, you must first create and configure a Facility to start scheduling Visits.

• How do I set up/edit a Facility?

Skills & Qualifications

You can also set Skills & Qualifications for the Facility. When you want to add a Facility  to a Client's Service with required Skills, the Facilities will automatically be filtered by those that have those Skills. 

This is useful in cases where specialized equipment is required at a Facility to carry out a specific kind of service, for example, a CAT scan.

• Feature Overview: Skills & Qualifications
• How do I add/edit/delete Skills specific to a Client/Facility?

Facility Forms

It is possible to add Forms to a Facility, same as for a Client.

• Feature Overview: Forms 2.0
• How do I add a Form for a Facility? 

Visit Reports

Any Visit Reports filed for Visits at the Facility will appear here.

• How do I view the records of a Visit?

Employee Scheduling

This tab is used to schedule Employees to a Facility without a Client. You will need to set up Services in the Facility to do so.

• How do I schedule an Employee to a Facility Visit (Single or Recurrence)?

Client Scheduling

This tab is used to view and schedule Client Visits at the Facility.

• How do I schedule Clients to a Visit at a Facility?

Coordination

This tab can be used to assign Employees to a Facility to enable self-scheduling.

Services

This tab is used to set up a Service profile so that Recurrences can be set up for the Employee Schedule.

• How do I add/edit a Service?

Adding a Facility to a Visit

In the Visit dialogue, the Facility Finder enables you to search and filter for an appropriate Facility based on metrics such as Capacity, Continuity, Skills, and Proximity.

Facility/Employee Availability are important features of the Finder as well to help you make a selection.

• Facility Finder
• Facility Availability

 Facility Visits on Mobile

Care providers can clock in to Visits assigned to a Facility or Clients at a Facility via the mobile app.

• How do I view my Facility Visit?
• How do I view the list of Clients Assigned to a Facility?
• How do I clock in to a Facility Visit?
• How do I clock in to a Client Visit at a Facility?