Departments

Updated: 01/16/2025 | Views: 2193

Departments are used to categorize providers to better track financial data related to the specific departments created.

You always begin with finding the department before creating, editing, or deleting a department.

Find Department

  • On the top menu bar, click Settings > Departments. The Find Department window opens.
    Tip_Icon.pngTip: 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.
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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.

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Edit Department

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

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.
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