Some patients use external facilities for dental services instead of visiting a clinic such as schools, churches, or other locations. For tracking and reporting purposes for these locations, practices can create facilities. The patients served at Facilities can be tied to those locations in the system.
Watch this video for a comprehensive walkthrough.
Let's explore how to use the Facility feature and add the patient's location to their records, as well as learn how to set up Facility permissions.
Topics Covered
- Add or Update Facilities in CareStack
- Link Facility with a Patient
- Add In-Facility as the Appointment Mode
- Touchpoints of Facilities
Add or Update Facilities in CareStack
To add a new facility,
Navigate to the System Menu > select Practice Settings > Facility.
Click +Add Facility.
Enter the following details:
- Name: The name of the facility.
- Parent Company: The name of the parent organisation.
- Facility Type: Select the type of the facility.
- Locations: Select the locations where this facility is applicable.
- Address Details: Enter the address details such as Address Line, City, State, and Postal Code.
- Main Point of Contact: Enter the name of the main point of contact.
- Facility Manager: Enter the name of the facility manager.
- Time Zone: Select the correct time zone where the facility is located.
- Phone: Enter phone number(s) of the facility.
- Email: Enter the email address of the facility for email communication.
- Website: The website of the facility.
- Once all details has been added, click Save.
- To activate an inactive facility from the grid, click Activate.
- To deactivate an active facility from the grid, click Deactivate.
- To hide inactive facilities, checkmark the Hide inactive facilities checkbox.
To edit an existing facility,
- Click on the required facility.
- Click Edit.
- Make the required changes.
- Click Save.
Link Facility with a Patient
To link a facility to an existing patient,
- Select the patient using the Global Search Bar.
- Click Edit Info.
- Under the Facility section, select the required facility.
- Checkmark Copy to Patient Address to use the facility address as the patient address.
- Click Save Patient.
Add In-Facility as the Appointment Mode
- Navigate to the Scheduler.
- Click on an existing appointment to open the Appointment slide-out.
- Set the Appt. Mode as In Facility.
- Click Save.
- Now, your patient is set to be seen on an appointment mode that is in-facility.
Touchpoints of Facilities
The facilities added to the system will be available on the following areas in the system:
- Opportunity Miner
- Appointment By Provider Report
- Scheduled vs Actual Production Report
Practices can use this simple guide to learn how to add and manage facilities in CareStack.