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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

FeatureBenefit
Centralized DashboardView all facilities from one place
Shared Worker PoolWorkers available across all facilities
Tiered StaffingPrioritize internal staff, then expand
Cascade NotificationsSmart shift filling across facilities
Consolidated BillingSingle invoice for all facilities
Organization AnalyticsCross-facility reporting

Setting Up Your Organization

Step 1: Register Your Organization

If you're new to OnLocum:

  1. Go to app.onlocum.com/org/register
  2. Enter organization details:
    • Organization name
    • Type (Hospital Group, Clinic Network, etc.)
    • Headquarters address
    • Primary contact
  3. Upload required documents:
    • Business registration certificate
    • Parent company details
    • Organization structure
  4. Submit for verification

Step 2: Verify Your Organization

Verification typically takes 1-2 business days:

  1. OnLocum reviews your submission
  2. You may receive follow-up questions
  3. Once approved, you receive Organization Admin access
  4. 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:

  1. Go to Organization > Facilities
  2. Click Add Facility
  3. For each facility, enter:
    • Facility name
    • Address and location
    • Facility type (Hospital, Clinic, etc.)
    • Operating hours
    • Primary contact
  4. Add departments within each facility
  5. Set facility-specific settings

Step 4: Configure Departments

For each facility, set up departments:

  1. Go to Facility > Departments
  2. Add departments (e.g., ER, ICU, Surgery, General)
  3. 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 Care

Roles Across the Organization

RoleScopePermissions
Organization AdminAll facilitiesFull access everywhere
Organization ManagerAll facilitiesOperational access, no billing
Facility AdminSingle facilityFull access to assigned facility
Facility ManagerSingle facilityDay-to-day operations
Department ManagerSingle departmentShifts and workers for department

Assigning Team Members

  1. Go to Organization > Team
  2. Invite team members with appropriate scope:
    • Org-wide access
    • Specific facility access
    • Specific department access
  3. Members receive login credentials
  4. 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

FeatureDescription
Worker SharingWorkers in float pool available at all facilities
Shift TransfersMove workers between facilities when needed
Consolidated ReportsOrganization-wide analytics
Centralized BillingOne 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:

  1. Go to Organization > Workers > Org Float Pool
  2. Add workers who can work at multiple facilities
  3. Set which facilities they're approved for
  4. 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:

  1. Internal staff at that facility
  2. Facility float pool
  3. Organization float pool
  4. 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:

OptionDescriptionBest For
ConsolidatedSingle invoice for all facilitiesCentralized finance
By FacilitySeparate invoice per facilityFacility cost centers
By DepartmentDetailed department breakdownGranular tracking

Setting Up Billing

  1. Go to Organization > Billing Settings
  2. Choose billing structure
  3. Add cost centers or GL codes (optional)
  4. Set up payment method for organization
  5. 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

  1. Go to Organization > Reports
  2. Select report type:
    • Executive Summary
    • Facility Comparison
    • Spending Analysis
    • Worker Performance
  3. Choose date range
  4. Select facilities to include
  5. Generate and download

Best Practices

Getting Started

  1. Start with one facility - Get comfortable with the system
  2. Add facilities gradually - Don't overwhelm your team
  3. Standardize where possible - Consistent departments, rates
  4. Train facility managers - Ensure everyone understands the system

Ongoing Management

  1. Regular reviews - Check analytics weekly
  2. Float pool maintenance - Keep worker pools current
  3. Budget monitoring - Track spending vs. budgets
  4. 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

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