Multi-Facility Setup
Configure your organization to manage multiple healthcare facilities from a single dashboard.
Multi-Facility Setup
The OnLocum Org-Suite enables healthcare organizations to manage staffing across multiple facilities from a centralized dashboard. This guide walks you through setting up and configuring your multi-facility organization.
What is Org-Suite?
Overview
Org-Suite is OnLocum's enterprise solution for organizations managing multiple healthcare facilities:
- Hospitals with multiple departments and locations
- Healthcare networks with multiple clinics
- Nursing home groups with multiple properties
- Corporate healthcare managing multiple sites
Key Benefits
| Feature | Benefit |
|---|---|
| Centralized Dashboard | View all facilities from one place |
| Shared Worker Pool | Workers available across all facilities |
| Tiered Staffing | Prioritize internal staff, then expand |
| Cascade Notifications | Smart shift filling across facilities |
| Consolidated Billing | Single invoice for all facilities |
| Organization Analytics | Cross-facility reporting |
Setting Up Your Organization
Step 1: Register Your Organization
If you're new to OnLocum:
- Go to app.onlocum.com/org/register
- Enter organization details:
- Organization name
- Type (Hospital Group, Clinic Network, etc.)
- Headquarters address
- Primary contact
- Upload required documents:
- Business registration certificate
- Parent company details
- Organization structure
- Submit for verification
Step 2: Verify Your Organization
Verification typically takes 1-2 business days:
- OnLocum reviews your submission
- You may receive follow-up questions
- Once approved, you receive Organization Admin access
- You can now add facilities
Note
Existing facilities can be upgraded to organization membership. Contact support to consolidate existing accounts.
Step 3: Add Your Facilities
Add each facility to your organization:
- Go to Organization > Facilities
- Click Add Facility
- For each facility, enter:
- Facility name
- Address and location
- Facility type (Hospital, Clinic, etc.)
- Operating hours
- Primary contact
- Add departments within each facility
- Set facility-specific settings
Step 4: Configure Departments
For each facility, set up departments:
- Go to Facility > Departments
- Add departments (e.g., ER, ICU, Surgery, General)
- For each department, configure:
- Department name and code
- Manager assignment
- Budget limits (optional)
- Default shift requirements
Organization Structure
Hierarchy Overview
Organization (Hospital Group)
├── Facility A (Main Hospital)
│ ├── Emergency Room
│ ├── ICU
│ └── General Ward
├── Facility B (Satellite Clinic)
│ └── Outpatient Services
└── Facility C (Nursing Home)
├── Long-Term Care
└── Memory CareRoles Across the Organization
| Role | Scope | Permissions |
|---|---|---|
| Organization Admin | All facilities | Full access everywhere |
| Organization Manager | All facilities | Operational access, no billing |
| Facility Admin | Single facility | Full access to assigned facility |
| Facility Manager | Single facility | Day-to-day operations |
| Department Manager | Single department | Shifts and workers for department |
Assigning Team Members
- Go to Organization > Team
- Invite team members with appropriate scope:
- Org-wide access
- Specific facility access
- Specific department access
- Members receive login credentials
- They see only what they have access to
Managing Multiple Facilities
Facility Dashboard
The organization dashboard shows:
- All facilities at a glance
- Active shifts across facilities
- Pending applications
- Fill rates by facility
- Worker availability
Cross-Facility Features
| Feature | Description |
|---|---|
| Worker Sharing | Workers in float pool available at all facilities |
| Shift Transfers | Move workers between facilities when needed |
| Consolidated Reports | Organization-wide analytics |
| Centralized Billing | One invoice for all facilities |
Facility-Specific Settings
Each facility can customize:
- Operating hours
- Default rates by shift type
- Required credentials
- Float pool membership
- Notification preferences
Worker Management Across Facilities
Organization-Wide Float Pool
Create a pool of workers available across all facilities:
- Go to Organization > Workers > Org Float Pool
- Add workers who can work at multiple facilities
- Set which facilities they're approved for
- Mark any facility-specific requirements
Facility-Specific Pools
Each facility maintains its own pool:
- Internal Staff - Facility employees
- Facility Float Pool - Pre-vetted external workers
- Facility Blocked - Workers not allowed at that facility
Worker Assignment Priority
When filling shifts, the system checks in order:
- Internal staff at that facility
- Facility float pool
- Organization float pool
- Open market workers
Tip
Workers in your Organization Float Pool are available across all facilities, streamlining staffing for multi-site operations.
Billing and Finance
Consolidated Billing Options
Choose your billing structure:
| Option | Description | Best For |
|---|---|---|
| Consolidated | Single invoice for all facilities | Centralized finance |
| By Facility | Separate invoice per facility | Facility cost centers |
| By Department | Detailed department breakdown | Granular tracking |
Setting Up Billing
- Go to Organization > Billing Settings
- Choose billing structure
- Add cost centers or GL codes (optional)
- Set up payment method for organization
- Configure invoice delivery preferences
Financial Controls
Set spending limits and controls:
- Payment Mode - Choose Pay Now (Wallet) or Pay Later (Invoice) per branch
- Credit Limits - Set branch-level caps based on your organization's unlocked limit
- Organization budget - Overall spending cap
- Facility budgets - Per-facility limits
- Department budgets - Granular control
- Approval workflows - Require approval above threshold
Tip
New organizations start with a KES 20,000 credit limit. As you make on-time payments, your score improves and your limit increases up to KES 500,000. See Financial Controls for the complete guide.
Analytics and Reporting
Organization-Wide Analytics
View metrics across all facilities:
- Total shifts and fill rate
- Total spending
- Worker utilization
- Performance trends
Comparative Reports
Compare facilities:
- Fill rate comparison
- Cost per shift by facility
- Worker performance
- Response times
Generating Reports
- Go to Organization > Reports
- Select report type:
- Executive Summary
- Facility Comparison
- Spending Analysis
- Worker Performance
- Choose date range
- Select facilities to include
- Generate and download
Best Practices
Getting Started
- Start with one facility - Get comfortable with the system
- Add facilities gradually - Don't overwhelm your team
- Standardize where possible - Consistent departments, rates
- Train facility managers - Ensure everyone understands the system
Ongoing Management
- Regular reviews - Check analytics weekly
- Float pool maintenance - Keep worker pools current
- Budget monitoring - Track spending vs. budgets
- Feedback collection - Learn from facility managers
Scaling Your Organization
As you grow:
- Add new facilities through the dashboard
- Expand organization float pool
- Consider tiered staffing for efficiency
- Leverage cascade notifications
Troubleshooting
Common Issues
"Cannot see all facilities"
- Check your role permissions
- Ensure facilities are active
- Contact Organization Admin
"Workers not showing for facility"
- Verify worker is in appropriate pool
- Check facility-specific blocks
- Review credential requirements
"Billing not consolidated"
- Review billing structure settings
- Contact support for changes
Getting Help
For organization setup support:
- In-app: Organization > Help
- Email: enterprise@onlocum.com
- Phone: +254 XXX XXX XXX
- Dedicated Support: Enterprise accounts get a dedicated success manager
Next Steps
- Financial Controls - Payment modes and credit limits
- Cascade Notifications - Smart shift filling
- Tiered Staffing - Prioritize trusted workers