The setup sequence
Work down this table. Each stage assumes the one above it is done — you cannot put a patient in a bed that does not exist, and you cannot give a nurse the ward if the ward has no care area.
Stages 1 to 4 are structure and can be done by one person in a day. Stage 5 is the one that takes calendar time, because it waits on people accepting invitations.
Why care areas come first
Navigation follows the care areas. Turn one on and its whole group appears; turn it off and the group goes, along with every entry inside it.
Switching an area off later is safe — it hides navigation rather than deleting anything, and existing records stay reachable by direct link. Even so, decide before you invite staff: people learn where things are in their first week, and moving the furniture afterwards costs more than getting it right once.
Triage, consultation and clinical notes have no switch. They are always present on Enterprise, because every hospital sees patients.
Stage 6 — services, billing and payers
Four settings decide what anything costs and who pays for it:- Consultation rates per sub-unit, set while you build departments.
- Appointment services for anything bookable — see Services.
- Currency, before you price anything, so receipts and reports read correctly from day one — see Currency.
- Payers and coverage, if the Insurance care area is on — see Insurance.
Stage 7 — walk one patient end to end
Before you announce the switch, take one test patient the whole way: register at the front desk, triage into a department, consult, order a lab test, dispense a drug, raise the bill. Every hand-off that does not work is a missing care area, a missing sub-unit or a missing permission — cheap to fix on a quiet afternoon, expensive at 9am on a Monday. You are ready when a staff member from each unit signs in and sees their own queues, and nobody sees a group they have no business in.Build it
Choose your care areas
Every switch on the Facility card, what it turns on, and what happens when you turn one off.
Departments and sub-units
The units a patient is routed to and billed under, and the consultation rate each one charges.
Wards, sub-wards and beds
Build the floor plan a bed grid is drawn from, down to the individual bed space.
Theatres and the safety checklist
Add each theatre and decide whether an incomplete checklist phase stops a case.
Invite your team
Send invitations, set each person’s department and role, and scope what their role can open.
Roles and permissions
What someone may do on a page they can already open — signing, discharging, dispensing.
Then run it
The front desk
The live check-in board, registration and the day’s appointments.
Triage
Record vitals and route a patient into the right department’s consultation queue.
Wards
Admissions, bed management, the drug round, nursing notes and discharge.
Laboratory
Ordering, the bench worklist, entering results and issuing the report.