Configuring Locations for a Facility

Summary

One or more Locations/Departments can be configured within a Facility to control workflow, billing, and user access at that level.  Once a location is created under a facility, jobs created under the facility can then be assigned to the location (a job can only belong to a single location). 

Overview

Jobs will typically be assigned to a location based on the author specifying the location at the time of dictation submission.  Admins can also change it from the job properties screen.  From there, we can use the location to determine workflow and user access in the following areas:

• Transcriptionist Access Rights (KB814)
  
• Secure Web Portal Permissions (KB247)
  
• DDS Plans (KB240)
  
• Viewing the Queue (IMC and Portal) (KB637)
  
• Saved / Quick searches
• Schedule entries (KB593)
  
• Billing Report (KB518)
  

Steps

• Go to the Administration tab ⇒ Facilities subtab.
• Select a Facility by clicking the name link.
• On the Facility Settings page, in the General section, click the »Manage link next to Locations.  
  
• If no location exists you will be presented with a screen to create a new location.  Enter the Description, Short Name, Location ID, and Default Category/Document Type and click Save.
  
• Once you have at least one location set up under a Facility clicking the Manage link will take you to the list of locations, where you can Edit an existing location or click the Add location button to create another location for that Facility.