Step 1 – On the Navigation Bar, click "Add New Entity" under "Entities".
Step 2 – Give the Entity a name. This is a required field.
Step 3 – Select the Entity type(s) for the new Entity. This field is required.
You can select more than one.
Step 4 – Select the Entity sub-type(s).
These will populate based on the Entity type(s) you selected in the previous step.
Step 5 – Fill in the address, zip code, and phone number for the Entity.
Step 6 – Enter an Entity description and any notes you may have on the Entity.
Step 7 – If you want this Entity to be available across the Enterprise, check the "Enterprise Level" box.
Note: once you select "Enterprise Level" and save, this action is permanent. Additionally, users without the "Enterprise Manager" Reporting Role will not be able to view TouchPoint Responses of Entities with this setting enabled.
After checking "Enterprise Level", click "Program Assignment" then select Sites from the drop-down and which Programs you would like the Entity to be available in.
Step 8 – If the Entity is a person (not a business), check the "Is Individual" box. A contact information form will pop up that will need to be filled out.
Step 9 – Check the box(es) next to the type of services this Entity provides.
This list is populated via Feeder Table and is used in the referral process.
Step 10 – Custom Attributes at the Enterprise, Site, and Program level are available at the bottom of the form. Click on the name of the heading to see/hide the Attributes at that level. Fill out any Attributes that are required/desired.
Step 11 – Click the "Save" button.
Step 12 – Click the "OK" button on the confirmation pop-up.
