Facility

The Facility tab does two jobs. The top half decides which units this hospital runs: “Which departments this hospital runs. These control what appears in navigation.” The bottom half carries the schedules, charts and timing thresholds that decide what the antenatal worklist, the labour chart, the Nursing Station, the front desk board and the Records desk measure against — and those exist nowhere else in the product.

What this tab controls

Nine care-area switches under Clinical units and Operational units, then up to seven setting blocks. Each switch saves the moment you flip it; each block below has its own Save button, and appears only while its own care area is on.

Control	What it does	Default
In-patient care	”Ward admissions, discharges and bed management.”	On
In-house pharmacy	”Dispensing, prescriptions and the pharmacy station.”	On
Surgical theatre	”Theatre scheduling and perioperative records.”	Off
Diagnostics	”Laboratory and radiology ordering, stations and reports.”	On
Maternity	”Antenatal clinic — pregnancy records, contact schedule and register.”	Off
Front desk	”Check-in board, appointments, registration and contacts.”	On
Records	”The records officer’s queues, documents and patient records.”	On
Insurance	”Claims, pre-authorisation and the insurance dashboard.”	On
Inventory	”Stock, purchase orders and consumables. The Store is separate.”	On
Schedule	Which antenatal contact schedule this clinic runs — WHO 2016 — eight contacts, Focused ANC — four visits or This hospital’s own schedule. Owner only. Needs Maternity	WHO 2016 — eight contacts
From (weeks) · To (weeks) · What it is called	One row per contact window, on your own schedule only. Up to 20, and at least 1	Seeded from the schedule on screen
Chart	Which labour chart this clinic runs — WHO Labour Care Guide (2020) or Classic partograph (alert and action lines). Owner only. Needs Maternity	WHO Labour Care Guide (2020)
Every (minutes)	How often a ward observation is expected. Needs In-patient care	240
Grace (minutes)	How late an observation may run before the patient is marked overdue	30
Pattern	The nursing shift boundaries. Two presets, or Custom shift times…	Two 12-hour shifts, Day 07:00 · Night 19:00
Long wait after (minutes)	When the check-in board flags a waiting patient. Needs Front desk	30
Not opened after (days)	The patient has not opened a document request at all. Needs Records	3
No response after (days)	They opened it and did not sign	7
Expiring within (days)	The link is about to expire and needs re-sending	5
Clinical access	Under Clinical access: “Which roles may perform each act, besides owners and managers (always allowed). Staff also need the matching permission, which is on unless you have turned it off for them in Staff permissions.” Nine rows, each with its own role multi-select, Save and Reset to default — Admit a patient to a ward and Discharge a ward patient (need In-patient care), Write or sign a consultation note, Prescribe medications, Dispense a prescription, Order a lab test, Enter lab results, Order a radiology study, Report a radiology study. Owner or manager	Everyone on the team (default) for admit, write/sign a note, prescribe, order a lab test and order a radiology study — no role is narrowed until you choose one. Discharge a ward patient: the doctor-class clinical roles (Doctor, Physiotherapist, Psychiatrist, Psychologist, Counselor and the other behavioral-health and social-work roles). Dispense a prescription: Pharmacist — with one difference between the two dispensing screens: the pharmacy counter (marking a prescription dispensed) follows Pharmacist from the moment you open this card; dispensing straight from inventory stock stays open to everyone on the team until you choose a role here, and then follows the same choice. Enter lab results: Lab scientist. Report a radiology study: Radiologist, Doctor
Queue windows	How far back each module’s live queue looks — Consultation, Triage, Pharmacy, Laboratory and Radiology, each set separately to 24h, 48h, 72h, 7d, 14d or 30d. The Pharmacy window also decides how long a prescription stays open to dispense: a script listed in the Prescription List always opens. Owner or manager	48 hours for every module
Automatically check out after	How long a check-in that nobody closes stays open before it is checked out on its own — 24 hours, 48 hours, 72 hours or 7 days. A patient with an open triage, a consultation in progress, or a current admission is never checked out this way, however long the window has passed. Owner or manager, and only on the Enterprise subscription — every other subscription is held at 24 hours and this control shows read-only	24 hours
Acuity system	Under the Triage card: Emergency Severity Index (ESI) or South African Triage Scale (SATS) — SATS stays disabled with a Pending clinical review badge until a clinician signs it off. Owner or manager	ESI
Reassessment interval by acuity level	Minutes before a triaged patient of that acuity is due, then overdue, for reassessment — one field per level, 0 to 1440 (0 = continuous care, no timer). Owner or manager	ESI 1: 0 (no timer) · 2: 15 · 3: 30 · 4: 60 · 5: 120
Nurse orders — complaint categories	Which chief-complaint categories a nurse may order labs or imaging for at triage, before a doctor sees the patient. Owner or manager	None — nurse orders off
Clinic SATS discriminators	Extra Red/Orange discriminators your hospital adds to the published SATS list — only while SATS has been reviewed. Owner or manager	None
Vitals display units	Temperature (°C/°F), weight (kg/lb), height (cm/in) and glucose (mmol/L / mg/dL) — what triage and ward vitals are entered and shown in. Owner or manager	Celsius, kilograms, centimetres, mmol/L
Triage locations	Named places — waiting room, bays, resus — per department and, optionally, sub-unit, that the triage queue and Track board place a patient in. Owner or manager	None until you add one

Set it up

Turn the areas you run on, and the rest off

Flip each switch under Clinical units and Operational units. Each saves immediately, confirming with “Area enabled” or “Area hidden”. Setting up from scratch? Turn on your care areas covers the sequence.

Choose the antenatal contact schedule

Under Antenatal contact schedule, pick a Schedule. On This hospital’s own schedule, set each row’s From (weeks), To (weeks) and What it is called — Add contact appends one after the last window. The resolved windows are listed beneath before you commit. Select Save schedule, and confirm Change schedule if the windows move. See Set up antenatal care.

Choose the labour chart

Under Partograph, pick a Chart. The Where they disagree panel below redraws as you choose, and a red panel names what this particular change costs. Select Save partograph, and confirm Change partograph if the choice moves. See Choose your labour chart.

Set the nursing observation cadence

Under Nursing observations, enter Every (minutes) and Grace (minutes), then select Save cadence.

Set the shift boundaries

Under Nursing shifts, choose a Pattern — Two 12-hour shifts (day / night), Three 8-hour shifts (morning / afternoon / night), or Custom shift times…, where you name each shift and give it a Starts at hour. The boundaries are spelled out underneath as ranges. Select Save shifts. These are the same boundaries the rota offers when you build a ward shift. Saving never changes a shift already on the rota: you are told how many upcoming ward shifts no longer line up with the new times, and you edit those in the rota when you are ready.

Set the front-desk wait threshold

Enter Long wait after (minutes) and select Save threshold. Use the wait your team would actually want flagged, not an aspiration.

Set the records chase bands

Enter the three day counts and select Save bands.

Choose who can do each clinical act

Under Clinical access, use each row’s multi-select to choose the roles that may do that act — owners and managers can always do every one, regardless of this choice. Select Save on the row you changed, confirmed with Saved. Reset to default returns that row to its own default. Admit a patient to a ward, Write or sign a consultation note, Prescribe medications, Order a lab test and Order a radiology study default to Everyone on the team — leave a picker empty to keep every role able to do it, or choose specific roles to narrow it. Discharge a ward patient, Dispense a prescription, Enter lab results and Report a radiology study each keep a curated default and need at least one role chosen.

Set how far back each queue looks

Under Queue windows, choose how far back each module — Consultation, Triage, Pharmacy, Laboratory, Radiology — looks on its live queue, then select Save queue windows. History always holds every record regardless of this setting; it only decides how far the live list looks back.

Choose the automatic check-out window

Under Automatic check-out, choose how long an unclosed check-in stays open before it closes on its own, then select Save automatic check-out. On any subscription below Enterprise, the choice is fixed at 24 hours and the control is read-only.

Set the triage acuity system, reassessment timers and nurse orders

Under Triage, choose an Acuity system, set a reassessment interval for each level, choose which complaint categories may trigger nurse orders, and set the vitals display units. Select Save triage settings.

Name your triage locations

Under Triage locations, pick a department, select Add location, and give it a name and a kind (waiting room, bay, resus or other) — optionally scoped to one sub-unit. Reorder with the arrows, or Archive one that is no longer in use.

Changing the antenatal contact schedule applies to every open pregnancy immediately. Nothing is recalculated and no record changes — the antenatal worklist compares the contacts already recorded against whichever schedule is set when it is opened. So who counts as Due or Overdue can change the moment you save. The card warns before the save and again in the confirmation, and only asks when the windows actually move.

Changing the labour chart applies to every labour immediately, including one in progress. The two systems disagree deliberately — the same observations produce different flags under each — and a chart is measured against whichever system is set at the moment it is opened. Nothing is recalculated and no observation changes, but flags on an open labour can appear or disappear without anyone re-examining the woman.

The shift pattern is one definition feeding three surfaces — which handover a shift note is filed under, how the fluid balance chart is split, and what “nothing charted this shift” means on the Nursing Station. Change it mid-week and the boundary moves under staff who are on the ward now, so a patient can look charted or uncharted purely because the boundary moved. Change it at a quiet changeover and tell the ward first.

What changes once you save

What you changed	What you’ll notice
A care area off	Three things go together: its navigation group, its settings tab and its analytics report. Nothing is deleted — “existing records stay reachable by direct link” — and turning it back on restores all three. It hides menus for everyone; it is not a permission.
Schedule or its windows	Today’s Clinic and every antenatal card measure contacts against the new schedule from the moment you save, for women already booked as well as new ones. The Contacts column changes its total, Next contact moves, and Due / Overdue are recalculated on every open pregnancy. It does not move Coverage, whose thresholds are fixed.
Chart	Every labour chart in the hospital is read against the new system from the moment you save — the badge beside Cervicograph changes, alert and action lines appear or disappear, the fetal heart rate band moves, and the classic chart stops assessing anything after full dilatation. No observation is altered, and nothing is migrated.
Every / Grace	The Nursing Station recalculates when each observation is due, and how long past due before a patient shows as overdue.
Pattern	Shift notes file against the new shift, the fluid balance chart re-buckets, and “nothing charted this shift” is measured against the new boundary. Notes already written are not re-filed.
Long wait after	On the front desk board a patient waiting longer than this turns amber and sorts to the top. It colours a badge and nothing else — it notifies nobody.
The three day counts	The signature-chase queue on the records desk re-bands, so its counts move even though no document changed.
Clinical access — Admit a patient to a ward	The admissions button — on the consultation, on the triage queue, and on the Disposition tab — checks this the next time someone tries to admit; a role you remove loses the button (unless it’s an owner or manager, who can always admit), and a role you add gains it. Nobody currently mid-shift needs to sign out and back in.
Clinical access — Discharge a ward patient	The ward chart checks this the next time someone tries to discharge — a role you remove loses the button (unless it’s an owner or manager, who can always discharge), and a role you add gains it. Nobody currently mid-shift needs to sign out and back in.
Clinical access — Write or sign a consultation note / Prescribe medications	Saving a consultation — the note, and any prescription in the same save — checks this the next time someone tries to save. A role you remove sees a clear refusal naming the act instead of a saved note.
Clinical access — Order a lab test / Order a radiology study	Ordering a test from a consultation, a ward chart, triage nurse orders, or the antenatal booking profile checks this the next time someone tries to order.
Clinical access — Dispense a prescription	The prescription list checks this the next time someone tries to mark a prescription dispensed, and the inventory screen checks it the next time someone fills a prescription straight from stock — one rule, both counters. Filling from stock stays open to everyone until you save a choice on this row.
Clinical access — Enter lab results	The lab test list checks this the next time someone tries to record a result, and the lab bench’s own result entry checks it too.
Clinical access — Report a radiology study	Radiology reports checks this the next time someone tries to submit findings.
Queue windows	Every open Triage, Consultation, Pharmacy, Laboratory or Radiology live queue looks back this far from the moment you save. History is never affected.
Automatically check out after	A check-in on the front desk board that nobody has closed by this many hours after the patient checked in — or was last reopened — closes on its own, marked Checked out automatically, with no staff name attached. It applies going forward and to check-ins already open past the window.
Acuity system	Every triage chart in the hospital shows and accepts acuity from the new system from the moment you save; a level already set is kept as recorded, but its label and colour follow the new system.
Reassessment interval	The triage queue’s reassessment countdown, and the overdue flag it turns into, recalculate immediately for every triaged patient still in a queue.
Nurse orders categories	A chief complaint you remove from the list can no longer start nurse orders on a new triage; one already opened is unaffected.
Vitals display units	Every vitals field on triage and ward charts switches to the new unit for entry and display, going forward. Values already recorded are stored in SI units regardless and are simply re-displayed.
Triage locations	An archived location stops being offered on the queue’s Move to… menu and the Track board; it does not move any patient already placed there.

Each block saves on its own: selecting Save bands does not save the cadence above it.

Check it worked

The sidebar lists the groups you left on and nothing for an area you switched off, and the settings rail shows a tab for each area you kept. Open Today’s Clinic: the Contacts column counts against the number of contacts in the schedule you chose. Open any labour chart: the badge beside Cervicograph names the chart you chose. Open the Nursing Station: the next observation is due at your new interval, and the shift named at the top matches your pattern. Open the front desk board: someone waiting past your threshold is flagged and sorted to the top. Open the records desk: the chase queue counts move to match the new bands. Open a triage queue: the acuity picker shows your chosen system, and its window matches what you set here.

Common issues

I can see the switches but cannot move them

“Only the clinic owner can change these.” Managers and accountants can read Facility and not change it — the care-area switches, the antenatal schedule, the partograph, nursing shifts, front-desk and records thresholds are the owner’s to write.Until August 2026 the switches were live for a manager, who could move one, press save, and be refused — first silently, then with an error. They are now read-only for anyone but the owner, which is what the database has always enforced. Clinical access, Queue windows, Triage and Triage locations are the exception: a manager can save those four.

Save triage settings, Save queue windows, Save automatic check-out or Add location is greyed out

Only the clinic owner or a manager can change these — an accountant, or any other role, can see the current choices but not change them.

Automatically check out after is stuck on 24 hours and will not change

This control follows your subscription, not your Facility plan — a hospital structured for Enterprise can still be subscribed to a lower plan, and only the Enterprise subscription can extend past 24 hours. Saving a longer window is refused with “Automatic check-out can be extended on the Enterprise plan.” Upgrade the subscription, or leave it at 24 hours.

South African Triage Scale is greyed out in Acuity system

SATS carries a Pending clinical review badge until a clinician has signed off the published tables it is built from, and cannot be selected until then. ESI is available immediately.

There is no Nursing shifts block

Observations and shifts appear only while In-patient care is on, Antenatal contact schedule and Partograph only while Maternity is on, Front desk waiting only while Front desk is on, and Records chase only while Records is on.

Save partograph is greyed out

Only the clinic owner can change it — the card says “Only the clinic owner can change this.” A refused save is reported as Not saved with the reason.

My own antenatal schedule will not save

The reason is stated in red beneath the rows — a window that ends before it starts, one that overlaps the one above it, a contact with no label, or a schedule with no contacts at all. The last of those is refused outright: “an empty schedule would mark nobody due, which looks exactly like everyone being up to date.”

My custom shift pattern will not save

The reason is stated beside the button: “A ward needs at least two shifts — a single shift has no handover”, “Every shift needs a name”, or “Two shifts start at the same hour — the later one would be unreachable”. Fix that and select Save shifts again.

I turned an area off and someone still opened the page

By design. Switching an area off hides navigation; it does not revoke access, and a direct link still works so half-finished records are never stranded. Use Role navigation and staff permissions for who may go where.

There is no Facility tab at all

Facility exists on the Enterprise plan only. A link with ?tab=facility that lands on General Settings is the fallback for a tab this workspace does not have.

Save is greyed out, or a row is missing from Clinical access

Only the clinic owner can save the card — a manager or accountant can see the current choice but not change it. Admit a patient to a ward and Discharge a ward patient only appear while In-patient care is on; the other seven rows are always there. On Discharge a ward patient, Dispense a prescription, Enter lab results and Report a radiology study, Save also stays disabled until at least one role is selected — the other five rows default to everyone, so an empty picker there is a valid choice and does not disable Save.

Set up your hospital

Overview

Front desk

Outpatient

Inpatient

Maternity

Theatre

Diagnostics

Pharmacy unit

Revenue

Insurance

Supply chain

Records

Executive

Settings · Practice

Settings · Billing

Settings · Patient experience

Settings · Communications & AI

Settings · System

What this tab controls

Set it up

What changes once you save

Check it worked

Common issues

​What this tab controls

​Set it up

​What changes once you save

​Check it worked

​Common issues

What this tab controls

Set it up

What changes once you save

Check it worked

Common issues