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Adding a Location from Start to Finish - Capacity IQ®
Adding a Location from Start to Finish - Capacity IQ®

A location is part of the logical structure of a hospital campus.

William Pelino avatar
Written by William Pelino
Updated over 6 months ago

About

  • A location is part of the logical structure of a hospital campus. Each room within the physical structure has locations.

  • Locations provide:

    • A point to-and-from which transport jobs may be created

    • A bed which can be assigned to be cleaned

    • A home or temporary place for a patient

  • Locations may be edited for a variety of reasons. Some of those reasons might include:

    • Transport or EVS wants to rezone locations for efficiency

    • Two units are located on the same floor, one room and the location within it are moved from unit to the other

    • A room is being withdrawn from use as a patient room and is now going to be used for storage or an office

    • To address additional capacity that may be required during emergencies


Steps

  • Creating a new location involves multiple steps. Each of those steps will be explained and can be remembered by the acronym CURLS.

    • C - Cost Center

    • U - Unit

    • R - Room

    • L - Location

    • S - Sections/Zones

Cost Centers

Cost Centers are groupings of departments or units which are used for reporting purposes. These logical components are seen as reporting groups, more so than what we would consider a traditional cost center. Several entities must exist prior to Creating A Location.

These include:

  • Cost Center

  • Unit

  • Room

Add a Cost Center

  • Select the Admin Tool > Select Dictionary Management > Select Cost Centers > Select Add

  • Add the new Cost Center’s name and an abbreviation then click Save

Unit

A Unit is a logical component of a campus. In its most basic definition, a unit is a grouping of rooms (and the locations in those rooms). All rooms in a unit must be in the same building and on the same floor.

Units typically contain at least one room and any associated locations. Rooms must be associated with a Unit, therefore, units must be created before rooms.

Add a Unit

  • Select the Admin Tool > Select Unit / Zone /Location Management

  • Click Units then Add Unit

  • All starred information must be completed before saving

Rooms

A Room is a physical component of a campus. Prior to creating a room several entities must already exist:

  • Campus

  • Building

  • Floor

  • Unit

Add a Room

  • Select the Admin Tool > Select Enterprise Management > Select Enterprise Information

  • Select the Campus then Building then Floor where the room is to be located

  • Click Add Room

  • All starred information must be completed before saving

Location

A location is another logical component of a campus. Prior to creating a location several entities must already exist:

  • Cost Center

  • Unit

  • Room

  • Transport Zones and Sections

  • EVS Zones and Sections

    • Note: Zones and Sections are not required to create the location. However, if the location is to be used as a transport location or is to be served by Environmental Services (EVS), then the sections are required

  • When creating a location you will see six different location types to choose from.

    • Home Location - Home locations are beds on patient units that patients are admitted to for their hospital stays.

    • Admit Location - An admit location is a location within an admitting or registration area

    • Specialty Location - A specialty bed is usually a transitional location for a patient, such as a surgical bed or a bed where a procedure is performed.

    • Exam/Treatment Location - An exam/treatment location is a location within a treatment, exam, or testing area.

    • Discharge Location - A discharge location is either a location where a patient is transported upon discharge (discharge non-holding location) or a location where a patient may be transferred or transported while waiting to be discharged (discharge holding location).

    • Other - If the Capacity IQ® system is integrated with the Location IQ®, then there is a location type called Other. This location type is for tracking locations such as closets, patient restrooms, and hallways.

Add a Location

  • Select the Admin Tool > Select Enterprise Management > Select Enterprise Information

  • Select the Campus < Building < Floor < then the Room where the location is to be added

  • Select Add Location

  • All starred information must be completed

Sections/Zones

Sections and zones are used to assign transporters, bed cleaners, and supervisors to specific areas in which they will perform their work.

Add a Section

  • Select the Admin Tool > Unit/Zone/Location Management > Sections & Zones

  • In the campus list in the upper-right corner, make sure the correct campus is selected

  • On the Sections & Zones tab, in the Name/Application column, choose the application

  • Sections, Zones, and Locations tabs for the selected application appear.

  • Click the Sections tab

  • To add, click Add Section

Add a Zone

Zones can be grouped into sections so that transporters, bed cleaners, or supervisors can be designated to work in multiple zones through one assignment.

  • Go to Admin Tool > Unit/Zone/Location Management > Sections & Zones

  • In the campus list in the upper-right corner, make sure the correct campus is selected

  • On the Sections & Zones tab, in the Name/Application column, choose the application

  • Sections, Zones, and Locations tabs for the selected application appear

  • Click the Zones tab

  • To add, click Add Zone


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