Facility Records

In AngelTrack you can save the addresses of frequently visited locations, for later reuse. These saved addresses are called "facilities", or "facility records". They are a convenient way to store a lot of information about the places you often go.

Facility records used all over in AngelTrack: in dispatch, in the PCR, in billing, and in the many supervisory reports.

Remember that any location can be a facility: a nursing home, a hospital, a patient's home, a group activity center, any place that you pick up from or transport to.

Facility building


Faster Call-Taking

Once your common pickup locations are input as facility records, call-taking is much faster:

Facility match popup

The dispatcher can quickly search the list of recorded facilities, instead of typing in the street address and phone number again and again. If no matching facility record is found, one can be created by just clicking the button.

If you have one particular facility who originates a majority of your calls, you can flag that facility as ☑ Default. Thereafter, dispatchers will get a Add icon which will quickly create a new dispatch record with the facility already set as the origin.


Automatic Setting of Billing Fields During Call-Taking

Once you create facility records in AngelTrack for the establishments you often serve, you can record the details of your service contract, including prices charged and services offered.

AngelTrack uses that information during call-taking to automatically set the correct bill-to fields (or to warn the dispatcher when the bill-to fields seem to be incorrect). When the bill-to fields are properly set, completed dispatches move through postprocess with far less manual intervention.

Billing settings during call-taking
AngelTrack can set up the billing automatically, using your facility records

For example, suppose you record your stretcher/wheelchair contract with Shadey Acres Nursing Home. Next time a dispatcher books a stretcher call out of Shadey Acres, AngelTrack will automatically select ☑ Bill insurance, ☑ Bill facility, and ☑ Bill patient. These settings will then guide the completed dispatch through billing after it passes QA: first to insurance review, then to insurance filing (if applicable), then to facility invoicing (if denied) or patient invoicing (if approved with copay due). Wheelchair calls, likewise, will be automatically set ☑ Bill facility, and will therefore automatically go to facility invoicing after passing QA.

This point cannot be overstated! AngelTrack's workflow automation is driven by the bill-to settings. When they are set correctly, the workload on the billing office is drastically reduced, along with the number of opportunities for error.


Other Benefits of Facility Records

On top of faster call-taking, facility records provide several other benefits:

So, if you are frequently dropping off or picking up at a certain address, you should designate that address as a facility in AngelTrack... even if the address is just a residential home.


Creating Facility Records

To create a new facility record from scratch, open the Facilities List page and then click the plus sign Add at the upper-right corner. Fill in all the information you have; leave the rest blank.

Dispatchers can also create new facility records on-the-fly while call-taking; the Dispatch Create and Dispatch Edit pages both have buttons to automatically transform an address into a facility record and then attach it to the dispatch.

Specify contract information

If you have a contract with a facility, or if you regularly bill the facility directly for services rendered to its patients, then tell AngelTrack about it. AngelTrack can then automatically set the billing fields when new dispatches are booked to and from that facility.

In the Facility Edit page there are checkboxes to describe your contract with the facility:

Facility contract checkboxes

Once that's done, visit the "Billing" tab and type in the prices and benefits specified by the contract. These prices will then be used when dispatchers give price quotes over the phone, and when generating invoices:

Pricing Chart

To learn more about configuring and using contract pricing in AngelTrack, read the Contract Pricing guide.


Duplicate Facility Records

Over time AngelTrack will accumulate duplicate facility records, as well-meaning dispatchers accidentally create a second record for a facility which they could not find while searching. Here is what a duplicate record looks like:

Duplicate facilities

When you see these from time to time, take a moment to merge them together:

  1. Visit the Facilities List available under Dispatch Home or Billing Home
  2. Use the filters or sort keys to find some of the duplicate records. You only need to find one of them.
  3. Open the Facility Edit page for one of the duplicates.
  4. Select the "Dupe Finder" tab.
  5. If you do not see any suspected duplicates listed, then it means the other records are not sufficiently similar. The Dupe Finder looks for records by matching the name, street address (not including city, state, and ZIP), voice phone number, and fax phone number. At least one of those fields must match. So in this situation you must:
    1. Use the Facility List to track down the duplicate records one by one.
    2. Edit each duplicate record in order to give it exactly the same street address or phone number as the others.
    3. Return to the original record and refresh the Dupe Finder.
  6. In the Dupe Finder's grid, you can click each suspected duplicate record in order to open it in a new tab. By switching among these tabs, you can decide which record is the best -- in other words, which record will you keep as the sole survivor, versus which will be absorbed into it.
  7. Once you've settled on a sole survivor, use its Dupe Finder to mark all other records as "This row is a dupe". Clicking that button will merge all information from that record into the sole survivor record, including:

The merge operation cannot be undone, so double-check each merge before consummating.

Merging a facility that uses the Customer Portal

If one of your facilities is using the Customer Portal, the facility ID and access code they use in the portal are stored in their facility record. After merging duplicate records, their facility ID and access code may change, depending on which facility record is chosen as the sole survivor.

In that situation their old facility ID and access code will still work just fine, and will automatically be redirected to the new facility ID and access code from the sole survivor record. However, this redirection only goes one level deep, so if you merge record A into B and then merge B into C, the facility ID and access code from A will no longer work, but those from B and C will both unlock C's Customer Portal.


Trauma Registry Facility ID Numbers

When AngelTrack uploads a NEMSIS run report to your state trauma registry, it will include the trauma registry numbers of the origin facility and destination facility, if any. These registry numbers are assigned by your state, and can be typed in to your facility records using the Facility Edit page.

If your state is particularly well-organized, they will publish their official list of medical facilities (with their trauma registry numbers) in electronic format. AngelTrack may be able to import this electronic document, saving you the hassle of manually typing in all those numbers.


Importing a List of Facilities

To import a list of facilities into AngelTrack, the file must be .CSV ("Comma-Separated Values") format. If your file is in Microsoft Excel™ format, use Excel to convert it to .CSV by selecting the "Save As..." feature.

The file must include the following columns (spaces are ignored):

The following additional columns are optional, and can be included as you see fit:

Microsoft Excel can save its spreadsheets as .CSV files. If there are multiple worksheets in the Excel workbook, then each worksheet must be individually saved as a .CSV and then imported here.

Header Row

If the .CSV file has a header row, then the header row must mention the first four aforementioned columns (Name, Address, City, and ZIP) by name exactly, but they can be in any order. The other columns are optional, and can be included in any order as long as the column names match exactly. All other columns -- not found in the list of column names -- are ignored.

If the .CSV file does NOT have a header row, then the first four columns (Name, Address, City, and ZIP) must exactly match the aforementioned columns, in order. All other columns are ignored.

Other Rules

Automatic Match and Merge

For each data row in the .CSV, AngelTrack attempts to locate an existing facility record, by matching the name and street address. If an existing facility record is found that matches those two criteria, then the record is updated with new data (from the .CSV) for the other fields.

Too many rules?

If you have your facility list in Excel but can't easily format it for import, call AngelTrack support. They can probably reformat it and import it for you.


Exporting the Facility List for Grooming

If you wish to use Microsoft Excel to groom or update or merge your facility list, you can easily export it from AngelTrack's Facility List by clicking the Export button. AngelTrack will download the facility list to you in .CSV format, readable by Excel, by Google Sheets™, and by all manner of other applications.

When you are finished, re-import the list back into AngelTrack by clicking the Import button. AngelTrack can re-import its own exported facility list, with perfect fidelity, so long as you do not disturb the first 15 column names on the header row. These column names are listed just above, in the "Importing" section.



AngelTrack Help Index - AngelTrack Support