How do I add and manage client healthcare facilities?
Register hospitals, clinics, nursing homes, and urgent care centers with addresses, contact persons, facility types, and bulk CSV import.
In YourMedSoft, to add and manage client healthcare facilities requires navigating to Foundation Setup in the portal, selecting the appropriate record or facility, and executing the validated workflow steps. The platform continuously validates clinical credentials, checks compliance matrices, and logs all actions to an immutable audit trail.
What You Need Before Starting
- Admin role permissions.
Clinical & Regulatory Compliance Standards
- Conforms to The Joint Commission (HCSS) clinical staffing standards.
- Maintains HIPAA-compliant data encryption and audit logging.
- Enforces state Board of Nursing licensure and clinical scope-of-practice rules.
Step-by-Step Instructions
Open Foundation
Click "Foundation" in the sidebar menu. The "Facilities" tab opens by default.
Single Facility or Batch Import
Click "+ Add Facility" to register an individual site, or click "Import CSV" to upload multiple facilities at once using our spreadsheet template.
Batch Import Facilities modal with template download, column validation, and bulk import.
Automate Your Healthcare Staffing Operations
YourMedSoft unifies scheduling, GPS time tracking, credentialing, and facility invoicing into one modern platform for healthcare agencies.
Fill in Facility Information
Enter the Facility Name (e.g., "St. Jude Regional Medical Center"), Facility Type (Hospital, Clinic, LTC/SNF, Urgent Care, Home Health, Telehealth, Dental, NEMT), Phone, City, and State.
Add Contact Details
Enter the primary staffing contact name and email address at the facility.
Save Facility
Click "Save" (or confirm CSV import). The facility becomes immediately selectable in scheduling, job postings, and contract placement dropdowns.
Pro-Tips & Best Practices
- You can edit facility details at any time by clicking the pencil icon next to any facility in the list.
- Use the "Download Sample CSV" link in the Batch Import modal to quickly format your hospital roster.
Troubleshooting & Operational Edge Cases
Issue: Assignment or Action Blocked
Operational Resolution: Verify that all prerequisites and credential requirements are satisfied before requesting an Admin override.
Issue: Notification or Alert Delay
Operational Resolution: Check the clinician profile contact details to ensure SMS and email alert preferences are enabled.
Frequently Asked Questions & Troubleshooting
Can I batch import 50+ hospital locations simultaneously?
Yes. Click "Import CSV" in the Facilities tab, upload your .csv file with facility columns, and review the instant data preview before saving.
Can I deactivate a facility that is no longer an active client?
Yes. Click the trash can icon on the facility row. Deactivating preserves historical shift data while removing the facility from active scheduling pickers.
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