Location Management

Locations

Locations are used to define the necessary steps and permissions for a referral pathway. They do not have to be a singular physical site; they can also refer to the program or service provider accountable for a step in the process For example, a location might be the office of a family doctor who submits referrals via fax. A location could also be the office of a specialist who accepts referrals. Additionally, a location might be a diabetes service within a community health centre.

Location List

Select Locations in the navigation pane to see a list of all locations.

You can search for a location by name or street address.

You can filter the list of locations by Type. Select one or more location types from the list of types.

You can filter the list to see only Active or Inactive locations. By default, the list of locations is filtered to display the active ones.

Clear the filters you added by selecting the X in the filter bar.

You can sort the list of location by selecting the Name column heading. By default, the list is sorted in A-Z alphabetical order. Select the Name column heading to change the sort order to Z-A. Select the Name column heading to revert to A-Z sort order.

Add a Location  

Note:

It is recommended that you do a search for the location to confirm there are no duplications. Check both Active and Inactive locations.

There are three steps to adding a location:

1. Add the location.

2. Select the service type(s) and receiving type(s).

3. Add people to the location.

To add a location, select Add location:

• Enter the location name.

• Select the type of location.

• Select a province.

• This is a predefined list of Canadian provinces and territories, American states, Australian states and territories, and New Zealand’s regions.

• Select a time zone.

• Select Add Location.

In the Settings section, specify the service types or receiving types.

• The service types for this location specify which requisitions can be directed to it. This configuration is applicable solely when routing by service type (as opposed to requisition type). Choose as many service types as necessary for the location.

• The receiving types for this location determine which requisitions can be sent to it. This configuration is relevant only when routing by requisition type (not by service type). Select as many receiving types as needed for the location.

In the people section, select +Add person to Add people to the location

• Search for the an existing person name or add a new person

• Select Add person to location

• 

Send to ATC

For pathways where integration is established between Novari eRequest and Novari ATC (surgical pathways), please ensure the provider GUID from eRequest is mapped in ATC. Also ensure that the "Send to ATC" feature is activated for the designated location(s). This enables the "Send to ATC" button to appear on requisitions configured with this integration. The requisition can then be forwarded to the Novari ATC surgeon’s Unlisted Case Inbox for inclusion in the surgical wait list within Novari ATC.

If there exists a list of Novari ATC clients, please note that these clients were setup during the implementation of the application based on the specific requirements of your organization.

If there are no Novari ATC clients available or the specific Novari ATC is not listed, select Default.

Select Update Novari ATC Integration to save your changes.

Edit a Location

To edit an existing location, select its name in the Locations list.  

Deactivate a Location  

You must exercise caution as deactivating a location may adversely impact the pathway.

To deactivate a location, click on Deactivate and then verify the deactivation in the Deactivate Location dialog. If you deactivated a location by mistake, you can reactivate it.