Below is a useful checklist for when a new clinical location is added in Fold.
Elation Users: 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. |
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