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AENTE

Managing Locations

Updated on: 12/20/2024

AENTE HealthTech Solutions’ Location feature revolutionizes the way patients connect with healthcare providers. This advanced tool allows healthcare organizations to list their clinics, hospitals, and other facilities on the AENTE platform, making it simple for patients to locate services suited to their needs. By offering detailed information for each location such as address, available services, and affiliated healthcare provider AENTE tackles a key issue in healthcare access, enabling patients to find convenient, appropriate medical facilities.

Creating Locations

To begin creating a Location, certain prerequisites must be met, as outlined below:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for creating Locations, including the following:
Click here to view the permissions.
  1. Location Create
  2. Location Get Self / Get All
  3. Location Show
  4. Location Update / Update All
  5. Create Regulatory Maintenance
  6. Get Regulatory Maintenance
  7. Edit Regulatory Maintenance
  8. Delete Regulatory Maintenance
  9. Restore Regulatory Maintenance
  10. Download Regulatory Maintenance
  11. Show Insurance Plans Tab
  12. Create Insurance Plans Association
  13. Delete Insurance Plans Association
  14. Bank Account Create
  15. Bank Account Get Self / Get All
  16. Bank Account Update
  17. User Get All
  18. User Get Users List For Material Filter
  19. User Show
  20. User Update
  21. Associated Lab Get All

Once all necessary configurations are in place, you can proceed with the steps below to create a Location

  1. Click on the module labeled “Operational”
  2. After entering the module, select the option “Locations”
  3. Click the blue button to initiate the creation of a new Location
  4. Upon accessing the creation form for locations, you can begin filling out the required fields. These fields are sufficient to correctly create a Location, and they include: Name | Residence | Address line 1 | State | City | Contact Email | EIN | Phone | Type | Billing Cycle

Note: Although filling out the optional fields is not mandatory, doing so is important for ensuring that your business benefits from a wider range of essential validations.

  1. After ensuring that all the required fields have been filled out, simply click the blue button labeled “Create Location”, and that’s it! Your Location will be successfully registered in the system.

Note: After creating location you must add the weekly schedule or operational hours of that location. Make sure to include break times as well as holidays to avoid patients booking a service during non-operational timeslots.

Editing Locations

To begin editing a Location, certain prerequisites must be met, as outlined below:

  1. You must have a provider account
  2. Your provider account must be assigned a role with appropriate permissions for editing locations, including the following:
Click here to view the permissions.
  1. Location Get Self / Get All
  2. Location Show
  3. Location Update / Update All
  4. Get Regulatory Maintenance
  5. Edit Regulatory Maintenance
  6. Delete Regulatory Maintenance
  7. Restore Regulatory Maintenance
  8. Download Regulatory Maintenance
  9. Show Insurance Plans Tab
  10. Create Insurance Plans Association
  11. Delete Insurance Plans Association
  12. Bank Account Get Self / Get All
  13. Bank Account Update
  14. User Get All
  15. User Get Users List For Material Filter
  16. User Show
  17. User Update

Once all necessary configurations are in place, you can proceed with the steps below to edit a Location:

  1. Click on the module labeled “Operational.”
  2. After entering the module, select the option “Location”
  3. When the list of locations appears, enter the name of the location you wish to edit in the search field.
  4. If a location matching the searched name exists, the system will display options corresponding to your search.
  5. After locating the desired location, click on it.
  6. At this point, the system will display the locations form, pre-filled with the information provided at the time of its creation.
  7. Now, simply delete the information from the desired field and enter the new data.

Example: If the “Name” field needs to be changed because the location has a new name, just delete the old name and provide the new one.

  1. Once all the necessary information has been edited, click the blue button labeled “Update Location”, and that’s it! Your location will be successfully updated in the system

Deleting a Location

Note: Nothing is deleted from the system and everything that is “deleted” is actually a status change. Once an item has been deleted your may recover and change the status back to active.

To begin deleting a Location, certain prerequisites must be met, as outlined below:

Click here to view the permissions.
  1. Location Get Self / Get All
  2. Location Delete
  3. Location Show
  4. Location Update / Update All

Once all necessary configurations are in place, you can proceed with the steps below to delete a Location:

  1. Click on the module labeled “Operational.”
  2. After entering the module, select the option “Locations.”
  3. When the list of locations appears, enter the name of the location you wish to delete in the search field.
  4. If a location matching the searched name exists, the system will display options corresponding to your search.
  5. After locating the desired location, click on it.
  6. At this point, the system will display the location form, pre-filled with the information provided at the time of its creation.
  7. Now, simply click on the “Delete Location” option, and that’s it! The location will be successfully removed from your list of locations.

Restoring a Location

To begin restoring a Location, certain prerequisites must be met, as outlined below:

  1. You must have a provider account.
  2. Your provider account must be assigned a role with the appropriate permissions for restoring location, including the following:
Click here to view the permissions.
  1. Location Get Self / Get All
  2. Location Restore
  3. Location Show
  4. Location Update / Update All

Once all necessary configurations are in place, you can proceed with the steps below to restore a location:

  1. Click on the module labeled “Operational.”
  2. After entering the module, select the option “Locations.”
  3. At this point, you will need to adjust the filter to display only deleted locations by selecting the option “Only Trashed.”
  4. After completing the previous step, the system will display all locations that were once part of your operations but are now deleted. Enter the name of the location you wish to restore in the search field.
  5. When you locate the desired location, click on the option shown in the list.
  6. Upon seeing the yellow card above the form, click on “Restore.”
  7. That’s it! The location that was previously deleted has now been restored to your list of active locations and can be used without issue.