Content
- Introduction
- Explanation and Purpose of Branches
- Security Level Requirements and Access
- Additional Branch Organization Settings
- Branch Filtering and Grouping
Introduction
This article is meant to provide you with details about creating/using branches. If you have a question not addressed here, you can contact support at support@extendedreach.com.
Explanation and Purpose of Branches
Branches can be used if an agency has multiple office locations and wants to organize records or limit access to records based on branches. Enabling branches will require staff, case, and home records to be associated with a branch. User permissions can be restricted by branch and reports can be filtered or grouped by branch.
Security Level Requirements and Access
You must be a system Administrator to enable this functionality. Go to Organization Settings > Organization Preferences > General Tab and under the Organization Information section select an option under # Branches.
The 3 options include:
1. 1 - default and no branch fields display.
2. Use List – displays two fields:
- Branch Label – Customize field name that displays on screens
- Branch List: (one per line) – List each branch on a separate line
3. Use Branch Profiles – displays two fields:
- Branch Label – Customize field name that displays on screens
- Branch Profiles – Add branches under Organization Settings > Branches. Each branch is added separately and can include:
- Address
- Phone, Fax, Emergency Phone numbers
- Opened On / Closed on Dates
- Inactive field to hide closed branches
- Email Distribution List (used by Email Alerts)
- Other information – Tax ID, Branch ID, License #
- If a Foster Care organization, a section Foster Home Portal Color Scheme (Expert Only) is available.
Foster Care Organization:
Additional Branch Organization Settings
Additional branch settings will display under the Organization Settings > Organization Preferences > Settings Tab > Additional Settings section when branches are enabled using a list or profiles. These settings allow a user’s views to be filtered and restricted by branch as well as not requiring the branch on case referrals added to the system and preventing the invoices from being split by branch.
Staff permission options below display in User Group and User ID permissions when “System: Allow views to be filtered by branch” is enabled.
Branch Filtering and Grouping
Users with permission to navigate to other branches will be able to show all branches or zoom into a specific branch when viewing open case or home rosters.
Grouping by Branch will provide additional information such as totals, percentages, capacity, etc. as shown in the following screenshots.
Open Cases Roster Grouped by Branch:
Licensed Foster Home Roster Grouped by Branch:
