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How to Add Target Facilities

This article will walk you through the steps to add a target facility.

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

About

This article will walk you through the steps to add and remove a target facility.


Solution

  • Go to Admin > Settings > Platform Settings to display the Manage Settings page.

Facility Utilization

  • Under Facility Utilization in Select Facilities, begin typing the name of a facility to which you want to allow referrals to be sent.

    • Then, select the facility from the list that appears.

      • The facilities in the list are designated as Targeted Facilities in the Transfer IQ® application or the Capacity IQ® solution at the health system you want to send the patient to.

  • The facility name appears in the Target Facilities list.

  • Select Save to save the new targeted facilities that you selected.

  • When users who have the External Care Provider role create referrals, only these facilities will appear as selection options in the Preferred Facility drop-down menu within the Referral Submission page.

Remove Target Facilities

  • To remove a target facility, simply click the X located at the end of the facility.

  • Select the "Save" button to save the updated target facility list.


Who Can Configure the Facility Utilization Setting?

  • You must have an administrator role to configure settings.


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