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Adding Facilities


End users can add or change healthcare facility records. After users add facility records in the Facilities screen, they can view them in both the Facilities screen and the Companies screen. In the Companies screen, a check mark appears in the Facility field of the record, indicating that the company is a facility.

NOTE:  If users add healthcare facility records in the Companies screen, the records will not appear in the Facilities screen.

To add a facility

  1. Navigate to the Facilities screen and the Facility List view.
  2. In the Facilities list, add a record and complete the necessary fields.

    NOTE:  Records in the Facilities list contain a few of the most frequently used facility fields. You can add text into additional fields, such as Main Office, in the More Info form.

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