What this tab controls
Eight care-area switches under Clinical units and Operational units, then up to four threshold blocks. Each switch saves the moment you flip it; each threshold block has its own Save button, and appears only while its own care area is on.Set it up
1
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.
2
Set the nursing observation cadence
Under Nursing observations, enter Every (minutes) and Grace (minutes), then select Save cadence.
3
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.
4
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.
5
Set the records chase bands
Enter the three day counts and select Save bands.
What changes once you save
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 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.Common issues
I can see the switches but cannot move them
I can see the switches but cannot move them
“Only the clinic owner or a manager can change these.” An accountant can read Facility but not change it.
There is no Nursing shifts block
There is no Nursing shifts block
Observations and shifts appear only while In-patient care is on, Front desk waiting only while Front desk is on, and Records chase only while Records is on.
My custom shift pattern will not save
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
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
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.