Facility Treatments and Services

The Facility Treatments and Services section of the patient chart helps organizations choose suitable facilities for their prospects/leads based on the type of treatment/service the patient is looking for. This feature uses the Seeking Treatment For, Interested In, and Patient Addresses fields to select the most fitting treatment location options. Super Users can now specify the conditions and services each facility provides. Moreover, the prospect's address is considered when suggesting treatment locations to simplify the pre-admission process.

Required Permissions: Super Users

Configuration

Use the following steps to configure the Treatments and Services provided by the facility.

1. Navigate to CRM > Organization > Facilities.
   
2. Select your desired facility. 
3. The facility focus panel will appear, select the facility name to access the record.
4. On the left navigation panel, select Interests/Treatments.
   
5. Click the Seeking Treatment For field and select your desired options from the drop-down menu.
6. Next, select the Interested In field and add your desired options from the drop-down menu.
7. To finalize your changes, select Save Changes. 

Creating a Treatment Opportunity

Let's review how these interests and treatment selections behave when working with a new treatment opportunity.

1. Use the global search bar to access any patient record in your CRM.
   
2. Select Addresses and verify that the patient contains a valid address record.
   
3. Select Add Treatment Opportunity.
   
4. Fill out the Seeking Treatment For and Interested In fields.
   
5. Select the Proposed Facility field.
   
   • Important: The facility choices will show treatments and services that match the information on the treatment opportunity. You'll also see how far the facility is from the patient's address.
6. To maximize the functionality of this feature, our team recommends activating the Facility Distance Sorting tenant configuration. (Please reference this guide for assistance)
7. When Facility Distance Sorting is activated, the proposed facility drop-down menu will begin to sort the best options to the top based on the following criteria:
   • Distance between Facility and Patient Address
   • Seeking Treatment For
   • Interested In