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Creating Units

You can easily create 'Units' for your clinical institution, allowing you to have multiple units.


Managing Units

Step 1:

From your Home Page, click the "Units" tab on the navigation bar.

NOTE: If you do not see Units on your navigation bar, click the "More" tab and then select the "Units" from the drop-down menu.

image show clicking units

Step 2:

Click the "Edit" (pencil icon) button to edit an existing unit. This will take you to the Edit Site Unit page.

image shows clicking edit button

Step 3:

You can edit any field on the Edit Site Unite page. Click the "Save" button when all editing is completed.

image shows editing unit name and save button


Creating A New Unit

Step 1:

Click on the "+ Create New Unit" button to create a new unit. This will take you to the Create New Site Unit page.

image shows click create new unit button

Step 2:

Fill in all the required fields and information you need. Once the fields are filled in, click the "Save" button to save your changes.

Description:

  • Describe the unit. This is so other people know which unit this is.

Budgeted Beds:

  • Fill in bed space. Some reports utilize this information.

Budgeted Staff: -While not required, again, this information is shown on reports.

Average Daily Patients Visits:

  • Enter this information, if known. Used for reports.

Unit Shift:

  • Enter which shift this unit is for.

Cost Center:

  • If this unit is associated with any cost center, enter it here.

Specialty Groups:

  • Each specialty group (Nursing, Graduate, Pharmacy, etc.) has several pre-defined specialties attached to it. You can select specific specialties for each group.

image Create new Unit screen and save button


Deleting Units

Step 1:

Click the "Edit" (pencil icon) button to delete an existing unit. This will take you to the Edit Site Unit page.

image shows clicking edit button

Step 2:

On the Edit Site Unite page, locate the Status field, select the "Deleted" status, and click the "Save" button.

image shows changing status and save button

Related Articles


Unit Schedules Report
See schedules for each unit (or multiple units) based on current rotation requests.