Institution Setup

Add an Institution

What is it?

Add an institution is the process by which you add an institution to the system. The system supports an unlimited number of institutions.

Here's how it works:

1. Login and then click on the Administration bar on lower left corner of the page and then click on Enterprise.
   1. 
2. Then click on Add institution, enter the appropriate information, and then click on Save.
   1. 

Edit Institution

What is it?

Edit an institution is the process by which you change the institutional information within the system.

Here's how it works:

1. Login and click on the Administration bar on lower left corner of the page and then click on the arrow in front of the word, Enterprise.
   1. 
2. This will display the institution(s) below the enterprise. Click on the institution name to view the institutional information.
   
   1. 
3. Then from the appropriate subtab, click on edit to edit the information.
   See Institution Setup Data Elements for an explanation of each of the each of the items in Institution Setup. 
   1. 

Delete an Institution