Creating a Multi-Agency Site - Step by Step

Creating a Multi-Agency Site - Step by Step

If your center has multiple locations or utilize 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 intake and the client profile for easy selection. In addition to this setting up a multi-agency site allows you to run custom reporting based upon location. To setup a multi-agency site follow the steps below:

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 in 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 in 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. After entering information remember to press the save button.


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.





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