Below is a useful checklist for when a new clinical location is added in Fold.
If you are using Elation as your EMR, locations should be created in Elation first and allowed to sync with Fold.
Checklist | Why It’s Important |
|---|---|
Add the new Location and fill in the Location Information. (Settings → Account-> + Location) | Creates a new Location. If applicable Link the location to the location in your EMR. |
Assign a Phone Number to the Location (Settings → Calls → Phone Number) | Links a phone number to a location. If you would like a new location for this phone number, click “+ Purchase a New Number” |
Add staff members to any default chat groups linked with that location. (Settings → Messages → Messages Settings) | Allows staff to see incoming messages for any patients that are linked to that location. |
Add a default welcome message for the chat message groups associated with that location. (Settings → Messages → Messages Settings) | Any patients logging into the App that is associated with that specific location will receive a welcome message as shown in the default welcome message field. |
When a new clinic location is removed from Fold, it’s recommended to do the above in reverse.
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