Step 1 – On the Navigation Bar, click "Add New Entity (NEW)" under "Entities".
Step 2 – Give the Entity a name. This is a required field.
Step 3 – Select the Entity type(s) for the new Entity. This field is required.
- You can select more than one.
Step 4 – Select the Entity sub-type(s).
- These will populate based on the Entity type(s) you selected in the previous step.
Step 5 – Fill in the address, zip code, and phone number for the Entity.
Step 6 – Enter an Entity description and any notes you may have on the Entity.
Step 7 – If you want this Entity to be available across the Enterprise, check the "Enterprise Level" box.
Step 8 – If the Entity is a person (not a business), check the "Is Individual" box. A contact information form will pop up that will need to be filled out.
Step 9 – Check the box(es) next to the type of services this Entity provides.
- This list is populated via Feeder Table and is used in the referral process.
Step 10 – Custom Attributes at the Enterprise, Site, and Program level are available at the bottom of the form. Click on the name of the heading to see/hide the Attributes at that level. Fill out any Attributes that are required/desired.
Step 11 – Click the "Save" button.
Step 12 – Click the "OK" button on the confirmation pop-up.
