O-11-204 Add New Facility in HCHB

👤 Responsible Person

Intake Coordinator / Back Office Designee


🎯 Purpose

Facilities in HCHB include organizations and locations to be used as referral sources (i.e. Clinics, County Social Worker/Public Health), service locations (i.e. Assisted Living Facilities), and Inpatient Events. They also include Pharmacies, DME Providers, Infusion companies and Laboratories. This process details the steps required to add a new facility in HCHB.


🔄 Process

  1. Go to the Orb

  2. Select Clinical Manager Maintain Facilities

  3. Search for the Facility first
    1. Duplicate facilities result in inaccurate referral tracking

  4. If Facility is not listed, select "Add +"

  5. Enter all required fields designated with red asterisk:
    • Facility Name:

    • Facility Type:

    • Address (Must Be Validated):

    • Service Line: Home Health:

  6. Enter the following when applicable:
    1. HH Admission Source: Required for facility to be selected as an Inpatient Event:

      1. 61-Acute Care Hospital: Most hospital facilities
      2. 62-Inpatient Psychiatric Facility
      3. 62-Inpatient Rehab Facility: May be a freestanding rehab facility OR a rehabilitation bed in a rehabilitation distinct part unit of a general acute care hospital
      4. 62-Long Term Care Hospital: Also known as Long Term Acute Care Facilities (Example in MN is Fairview Bethesda Hospital)
      5. 62-Skilled Nursing Facility: Includes SNF, TCU, Nursing Home and Long Term Nursing Facility
    2. Referring Facility: Required for facility to be selected on a referral

    3. Inpatient Facility: Required for a facility to be selected as a Service Location (i.e. Assisted Living Facility) OR Inpatient Event

  7. Select Save & Close

  8. If NPI is missing, user will receive a prompt to correct. Select "No" if facility NPI is not known

  9. Every facility must be associated to at least one branch. Select "Yes" to associate facility with branch:

  10. Select appropriate branch/branches from drop down, then select Save & Close

  11. Facility is now ready to be selected.

📅 Effective: 12/02/2024  |  🔍 Reviewed: 04/03/2025

🛠️ Revised: 07/18/2025  |  ✅ Approved by: JS

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