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Set up Facility

Who does this: hospital administrator Where: General Masters › Location Masters › Facility Set up before: a location of type Facility in Location

A facility is one hospital or branch. Its details — licence and tax numbers, address, phone numbers, logo, letter head and base currency — are used wherever the branch is named or printed. Every department belongs to a facility.

The Facility list with facility codes, names and status

Add a facility​

  1. First create the branch in General Masters › Location Masters › Location with Location Type set to Facility.

  2. Go to General Masters › Location Masters › Facility.

  3. Click Add. The Facility Master panel opens on the right, on the Facility tab.

  4. In Facility Name, start typing the branch name and pick it from the list. Facility Code and Facility Type are filled in from the location. The Facility Master panel with a facility name entered

  5. Fill in the fields:

    FieldWhat to enterRequired
    Facility CodeFilled in automatically from the location.—
    Facility NamePick the branch from the list of Facility locations. Up to 80 characters.Yes
    Licence NumberThe hospital registration or licence number. Letters, numbers and spaces only.No
    Tax NoThe branch's tax registration number. Up to 50 characters.No
    Facility TypeFilled in automatically.—
    Facility Short NameA short name for small printouts. Up to 25 characters.No
    Address Line 1, Address Line 2The branch's street address.No
    Country Name, State Name, City/TownPick from the lists.No
    ZIP/PIN CodeThe postal code.No
    Phone Number 1, Phone Number 2, Email ID, Fax Number, WebsiteThe branch's contact details.No
    QR Poster Link (public address)The public web address of the branch, starting with http:// or https://, used on printed QR posters.No
    Base CurrencyThe currency the branch bills in.Yes
    Logo (Choose file under Status)The branch logo.No
    Letter Head Image, Letter Head FooterImages printed at the top and bottom of the branch's documents.No
    StatusLeave on Active.—

  6. Fill in the other tabs as needed:

    • Contact — the person in charge: Facility Incharge Name, Designation, Email ID and Phone Number.
    • Speciality — the specialties the branch offers.
    • Weekly Off — tick the days the branch is closed.
    • Affiliations — the address and contact details of an organisation the branch is affiliated with.

    The Weekly Off tab with a tick box for each day

  7. Click Save. The panel closes and the facility appears in the list.

Change or deactivate a facility​

  1. In the list, click the ⋮ button at the end of the row and choose Edit. The row menu with the Edit option
  2. Change the fields you need. To stop using the branch, switch Status to Inactive.
  3. Click Save.

Facilities cannot be deleted. Make a facility Inactive instead.

Good to know​

  • Each facility name and code must be unique.
  • A facility can only be added for a location of type Facility. If the branch is missing from the Facility Name list, add it in Location first.
  • Countries, states and cities come pre-loaded. If one is missing from the address lists, add it in Country, State or City.
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