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Associating Providers, Facilities, and Contacts with a Facility

Facilities usually have affiliations with providers, other facilities, or contacts. For example, a hospital may be affiliated with a clinic.

To associate a provider, facility, or contact with a facility

  1. Navigate to the Facilities screen > Facility List view.
  2. In the Facilities list, drill down on the facility to associate with a provider, facility, or contact.
  3. Click the appropriate view tab:
    • Summary. To associate a contact with a facility, use the Contacts list on this view tab.
    • Affiliated Providers. To associate a provider with a facility.
    • Facility Affiliations. To associate a facility with another facility.
  4. Add a record and either select an existing contact, provider, or facility or add a new one.
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