Managing Facilities & Facility Requests

Managing Facilities & Facility Requests

Overview:
Maintain service locations (facilities) and submit facility-access requests for staff.

Steps

1. Open Facilities
   Select Facilities from the navigation.
   
   

2. Add a facility
   
   

   1. Click + Add Facility.
      
      

   2. Enter Facility Name, Address, and Type (e.g., Nursing Home).
      
      

   3. Add contact details and any special instructions.
      
      

   4. Click Save.
      
      

3. Submit a facility request
   
   

   1. Go to Facility Requests.
      
      

   2. Click + New Request.
      
      

   3. Choose a facility, select Provider(s), and set Requested Dates.
      
      

   4. Add notes (e.g., badge pickup) and click Submit.
      
      

Tips

• Tag facilities by service (e.g., “Rehab”) to speed up searches.
  
  

• Track request status (Pending, Approved, Denied) on the Requests page.
  
  

Troubleshooting

• Request stuck in Pending: Check if the approver has received notification.
  
  

Facility missing: Confirm you have facility-creation permissions.