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      How to Add a New Facility

       
      If you already have a Company set up in AR Proactive, and simply want to add Facilities (also known as Branches or Locations), select which practice software you use, to see instructions for how to add a new facility to AR Proactive:
      CentralReach.com CentralReach CR
      Klein Systems (NCS) Klein System - National Care Systems logo 2
      PointClickCare PointClickCare - transparent black

       

       

      CentralReach.comCentralReach CR

      Here's how to add a Facility / Location to AR Proactive if use you CentralReach.com:
      • Send an email to workflows@arproactive.com to request them to add the facility you want with:
        • the exact facility / location name (that appears in the labels field in reports),
        • company name (that appears in AR Proactive at the top right of any page) and
        • company ID (that appears in AR Proactive at the top right of any page)
      • It takes 2-3 business days to add the new Facility.

       

      Klein Systems (NCS)Klein System - National Care Systems logo 2

      Here's how to add a Facility to AR Proactive if use you Klein Systems:
      • Send an email to workflows@arproactive.com to request them to add the facility you want with:
        • the exact facility name (that appears in the Klein database),
        • company name (that appears in AR Proactive at the top right of any page) and
        • company ID (that appears in AR Proactive at the top right of any page)


      PointClickCarePointClickCare - transparent black

      Here's how to add a Facility to AR Proactive if you use PCC:
      1. Login to PointClickCare.com with rights to add/edit Users.
        1. Make sure you have USA based IP address.  Otherwise PCC will give an error.
      2. Grant permission to the AR Proactive user to access the new Facility
        1. ARP has been given a username to PCC by your company.  Just grant access to the new Facility for that username.  (If you're not sure what the username is, contact workflows@arproactive.com.)
        2. This permission must be at the EMC level (Enterprise Management Console), not at the Facility level.
        3. Advanced: if you grant access on a per report basis, make sure the user has access PCC's report called "A/R Aging *NEW*", and any other reports needed for Workflows that you've configured.

      3. Confirm that the new Facility has a facility ID inside PCC (detailed instructions here).
      4. Wait about ~1-3 hours for us to pull a new AR Aging from PCC.
      5. Go to ARproactive.com > Login > Workflow Automation > Settings: the new facility should appear > click Enable > click Save.
      6. Wait ~6 hours for us to pull another AR Aging from PCC, so that the actual data can be imported into our system.