Locations can be a helpful way to help organize ShareNote Community. Locations may be physical or virtual depending on your needs. For example, you could create virtual Locations like Intake, Active, Awaiting, etc., to help organize your organizations workflows.
Jump to Section: [Add Location] [Edit Location] [Deactivate Location]
Add Location
- Click Manage Locations below the navigation bar on the right side of your screen.
- Click Add New Location.
- Enter Location information.
- Site Name
- Address
- City
- Zip Code
- Level - Intended for Residential use, enter Level 1 if not a Residential Provider.
- Number of Beds - Intended for Residential use, enter 1 if not a Residential Provider.
- Enter optional Location information if desired.
- State
- Phone
- Fax
- Comments
- Click Add Location.
Edit Location
- Click the icon at the far right.
- Update desired information.
- Click Update Location.
Deactivate Location
In order to deactivate a Location, all Client and Staff currently assigned to that location must be unassigned. To learn how to unassign Clients and Staff from current Location, see Assign or Move Clients to New Location documentation.
- Once Client and Staff have been unassigned from a Location, locate desired Location.
- Click the icon at far right.
- Location will be Deactivated.
Note: Location will display in Locations list as inactive.