Adding an Agency in CAC CareNet
Adding new agency selection options to CareNet takes only a few clicks. Benefits of adding multiple agencies are:
- Selection options for a multi-site agency
- Selection options when creating a new personnel profile or contact
- Organization of personnel added to your database
To learn more about adding an agency to your database please follow along below!
Step 1. After logging in to CareNet, click on Admin at the bottom of the left menu and select 'Agency Manager'.
Step 2. To add an agency, simply click the box in the bottom left “Add Agency” (A). If you would like to search through created agencies use the search bar at the top of your screen (B) and to edit an already created agency simply press the pencil button in the actions column (C).
Tip: To easily sort the columns press the column header (e.g., Name) and that will order all the results.
Step 3. Enter the agency's information into the corresponding text boxes. If needed, you can add multiple entries for phone numbers by continually pressing the 'Add' button.
Tip: The only required field to create an agency is the name, however, filling in as much info as possible is suggested.
Step 4. Click save! After saving a new agency to your database it will be available to use within the client intake process (if your database is setup as a multi-agency site) or as an agency selection option when adding new personnel profiles or agency contacts.
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