Associating Providers, Facilities, and Contacts with a Facility

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

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

1. Navigate to the Facilities screen and then the 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.