Add New Resource window
Path: Resource>File>New Resource
With the Add New Resource window, you can enter all necessary information to add a resource to the application.
- You can add individuals, couples, and organizations as resources.
- The fields on this window change to match the kind of resource you are adding.
- For example, the Last, First, and Middle fields are not available if you select the Organization as a resource.
- The information entered in the Add New Resource window appears in Resource>General>Basic.
- Note: The SSN, UPIN, Individual NPI fields, and the Group NPI Number(s) check box are available for the resource types defined as physicians (special discipline Y) or when Yes or Optional is selected in the Require Clinician NPI field in Administration>General>Resource Types.
You can also access the Add New Resource window from the following places in the application:
- Patient>General>Admissions & Status
- Patient>General>Family & Friends
- Patient>Clinical>Care Team
- Patient>General>Payers in the Insured/Alias field.
- Transactions>General>Donations
Note: To manage addresses and phones of resources, you need to have the appropriate privileges granted by the Homecare administrator.