Departments

Find Department

• On the top menu bar, click Settings > Departments. The Find Department window opens.
  Tip: To narrow down the list when there are numerous departments, use the Look For search bar to enter all or part of a keyword for the department. Then, click Find Now.

New Department

1. To prevent duplication, verify the department is not in the system then click New at the bottom. The New Department window opens.
2. Enter the information.
   • Name: The name of the department.
   • Description: If applicable, a brief description of the department.
3. Click Save.

Once departments are created, assign them to the Provider records as applicable for reporting purposes.

Edit Department

1. Find the department then double click to open. The Edit Department window opens.
2. Make the necessary changes.
3. Click Save.

Delete Department

1. Find the department then click to select it.
2. Click Delete. A confirmation pop-up appears.
3. Click Yes to confirm the deletion. The department is deleted.
   Note: Only departments with no other records associated, such as a provider, can be deleted.