Set Up a Location's Facilities in Bed Management

1. Go to the Bed Management module and click the Setup tab.
2. In the Location drop-down menu, select the Location you want to add a Building to.
   
   
   
   
3. Click Add.
4. In the Add New panel, select Building in the Level Type drop-down menu.
   
   
   
   
5. From the Location drop-down menu, select the appropriate location.
   
   
   
   
   • This list is populated from the locations in the Locations module where the Use in Bed Management setting is set to "Yes", but may be limited based on Locations you are associated with on your Staff record as well as your Bed Management permissions. If you don't see any locations here, follow the steps in the Turn on a Location for Bed Management article.
   • If you only have one location turned on for Bed Management, that location will default here.
6. Under Billing Details, enter a Name for the building.
7. Enter the Bed Capacity (optional) if you need the system to restrict staff from adding beds above a set capacity level.
8. From the Program drop-down menu, select a program if desired.   
9. For the Address fields, either enter the Address, City, State, and Zip-Code or check the box for Same as Location Address.
   
   
   
   
10. The checkbox for Active will default to checked. Uncheck if desired.
11. In the Assigned Staff field, enter the applicable staff if desired.
12. In the Notes field, enter any applicable notes if desired.
13. Click Save.
    

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Within a Building, a Room is required but you may also have other level types in between, such as a Floor, Wing, or Unit. It may be helpful to see an Overview of the Setup View as you think about setting up your facilities in Bed Management. To add a level to a Building, follow these steps:

1. Go to the Bed Management module and click the Setup tab.
2. In the Location drop-down menu, select the Location(s) you want to see.
3. For the location you are adding to, click the Carrot to the left of the location name to expand the information.
   
4. Click the three dots to the right of the building.
5. Click Add.
   
   
   
   
6. From the Level Type drop-down menu, select Wing, Unit or Floor.
   
   
   
   
   • All fields under Building Assignment will autofill with existing information.
7. Under Unit Details, enter the Name for the level.
8. The Bed Capacity and Program fields are optional.
9. The checkbox for Active will default to checked. Uncheck if desired.
   
   
   
   
10. In the Assigned Staff field, enter the applicable staff if desired.
    • If staff are assigned at the Building level, they will autofill here.
11. In the Notes field, enter any applicable notes if desired.
12. Click Save.
    
    
    
13. To add additional levels of the same type with the same settings, such as Wing, Unit, or Floor, click the three dots to the right of the level.
14. Click Duplicate.
    
    
    
    
15. Rename the level.
16. Click Save.
    
17. Repeat to add additional levels between a Building and Room as needed for your organization.

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1. In the level you are adding a Room to, click the three dots to the right.
2. Click Add.
   
   
   
   
3. From the Level Type drop-down menu, select Room.
   
   
   
   • All fields under Building Assignment will autofill with existing information.
4. In the Room Details section, enter a Name for the Room.
5. Optionally, enter a Bed Capacity.
6. Optionally, select a Program, however, be sure to associate a Program at Room levels in order to leverage the Program filter when searching for available beds.
7. The checkbox for Active will default to checked. Uncheck if desired. Inactive levels are visible to users of the Census view but are prohibited from reserving or assigning beds within them. 
   
   
   
   
8. In the Assigned Staff field, enter the applicable staff if desired.
   • If staff are assigned at the Building level, they will autofill here.
9. In the Notes field, enter any applicable notes if desired.
10. Click Save.
    
    
    
    
11. To add additional rooms with the same settings, click the three dots to the right of the Room.
12. Click Duplicate.
    
    
    
    
13. Rename the Room.
14. Click Save.
    
    
15. Repeat to add additional Rooms as needed for your organization.

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  In order to add Beds, you will need permission to Add, Modify, Inactivate, and Delete Beds.

NOTE: Until at least one bed is added to a facility, the facility will not show up in the Census View.

1. For the Room you are adding Beds to, click the 3 dots to the right.
2. Click Add.
   
   
   
   
3. The Level Type of the Bed and all fields under Building Assignment will autofill with information from the parent level.
4. Under Bed Details, enter a Name for the bed.
5. Select a Status from the drop-down menu.
6. Select a Type from the drop-down menu (optional).
7. Enter a Tag (optional).
   • To enter a tag, begin typing a Tag that is set up as a Bed Tag. Options will show below the field as you type. Select the tag from that list.
     
     
     
     
8. The checkbox for Active will default to checked. Uncheck if desired.
9. In the Assigned Staff field, enter the applicable staff if desired.
   • If staff are assigned at the Building level, they will autofill here.
10. In the Notes field, enter any applicable notes (optional).
    
    
11. Click Save.
12. To add additional beds with the same settings, click the three dots to the right of the Bed.
13. Click Duplicate.
    
    
    
    
14. Rename the Bed.
    
    
    
    
15. Click Save.
16. Repeat to add additional Beds as needed for your organization.

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