Creating a Multi-Agency Site - Step by Step

If your center has multiple locations or utilizes an outside agency for client intake, setting up a multi-agency site is the right option for you. When using a multi-agency setup, you can define agencies that will appear within the intake and the client profile for easy selection. Setting up a multi-agency site also allows you to run custom reporting based on location. To set up a multi-agency site, follow the steps below:

Important: If the agencies you want to add as multi-agencies are or will be standalone accredited agencies, they will need their own CareNet site. Failing to do so will result in their data being mixed without the ability to extract separately to migrate to different agencies. Reporting can also be skewed.

Step 1: From the dashboard, expand the Admin tab and press the Agency Manager button.

Note: Depending on your permission set, you may not have access to the Agency Manager. If you receive an error message, please contact your local administrator.

Step 2: Once on the agency manager page, you can view all other agencies added in, as well as add a brand new one.

Tip: Do you need to edit an already-made agency? Simply press the pencil icon to edit.

Step 3: To add a new agency, press the Add Agency button in the bottom left-hand corner of your screen. After pressing the button, fill in any applicable information for that agency. Remember to press the Save button when finished.

Step 4: After adding the agency within the agency manager, we need to activate it for use within the system. To do that, expand the Admin tab again and press the Site Options button.

Step 5: Once on the site options page, check the Multi-Agency Site box and then make your agency selection by clicking within the box under Agencies. After making your selections, press the Save button!

Important: After making any changes to the agency drop-down/multi-agency site selection, you will need to sign out and sign back into CareNet to see the updates.