About
We’ll cover what is involved with Adding a Facility to the Dictionary to be used for Transfer IQ®. This is generally done by an Administrator but can be completed by those more closely involved with the day-to-day work within patient placement.
Steps
You are able to add any number of facilities that are not already integrated with Capacity IQ®/Capacity Management Suite®
Navigate to the Facility Dictionary
Travel to Admin > Data > Dictionaries.
Under Select Dictionary, choose Facility.
Check for Duplicates
Ensure to search to make sure you don’t add excess data for your users to filter through.
Use the Search Name box to go through your current facilities.
Add a Facility
Select Add Entry in the top right.
Populate at minimum the Name field under Facility Details.
Select Save Changes for the facility to be available for use.
Understanding the Fields
Facility Details
Name - Full Name of Facility
Abbreviation - Short Name
Phone # - Contact for facility. (Does not auto format)
Address
Street - Full Street Name
City - City of Facility
State - State of Facility
Zip - Zip of Facility
Facility Classification
Referring - Able to transfer patients from this facility
Target - Able to transfer patients to this facility
Facility Category - Grouping of Facilities with similar characteristics. Nursing Home or Urgent Care are good examples of this.
Facility Time Zone
Time Zone - Time Zone that the Facility uses
Best Practices
Create standards and procedures that your health system uses to standardize new facilities to keep clean