FACILITIES LIST


The facilities list allows you to add, view, delete, and search the facilities within your system. You have the ability to run reports as well.  To access the Facilities List, go to Resources > Facilities.

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for View Facilities.

ADD FACILITY  (Top)

To add a facility click on the "Add Facility" link.  

Enter the required information and click "Save" when finished.  

NOTE: For Careficient Agency Administrators, click here to learn more about setting up Facility Type in the lookup tables.

VIEW CONTACT INFORMATION  (Top)

To view the Facilities contact information, hover over the address book to the left of the Facility. 

This will popup with the Facility contact information .

You can search for a specific Facility by entering the facility name in the text entry box and clicking "Search". 

DELETE FACILITY  (Top)

To delete a facility, click on the "Trash Can".  

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Delete Facility.

To view a facility master file, click on the "Facility Name" link.

EDIT FACILITY  (Top)

This will take you to the Facility Master File.  You can edit the information for the header by clicking on the "Edit" link to the right of the facility name.  

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Edit Facility.

This will bring up the facility information for you to edit. Make the necessary changes and click "Save" when you are finished.  

Click on the link to learn more about the following Facility tabs:

Contact Info Tab

Notes Tab

Credentials Tab