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Facility Staffing - Creating A Facility Profile
Facility Staffing - Creating A Facility Profile

How to create a Facility Profile

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Written by Kate Lewis
Updated over 10 months ago

Once you have configured the Facility Module in the Admin Settings, you can create Facility Profiles.

How to create and manage Facility Accounts?

Clients > Add New Client

Agency users can add and manage new Facilities from the Clients section. The facility is another type of Client for the Agency, thus both accounts are managed under the same listing category. While adding a new client, the user can select to proceed with an in-home-care client or a facility.

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In order for the facility to access and manage their portal and visits, you will need to add an email address to the profile and click "Send Portal Credentials to Facility".

The profile can otherwise be managed in a similar manner to an individual client. There is no assessment for the Facility.

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