In this article we will go through the process of how to add a new unit for a home.
The only users able to add a new unit to the system is the helpdesk. Customers can contact us via live chat or telephone to get this done.
1. To add a new unit to a care homes profile, open Atlas Manager and go to Manage Pharmacies. You will need to know the care home’s pharmacy, this can be seen by logging into CAPA.
3. Once you have the pharmacy name from CAPA, use this to search for the pharmacy in atlas manager. Once you have found the pharmacy select the pharmacy name, this will bring up a list of all their active care homes on the right hand side of the screen.
4. You will then need to select the care home on the right hand side of the screen (it may show duplicates but ignore this and select the home) then click the add button at the bottom of the list of homes.
5. In the add unit box you will need to add the following information,
Unit: The new unit name
The delivery date, this can be found in the ‘View Current Monthly Cycle’ screen on CAPA
Go live date (this can be seen next to the existing unit names on the atlas manager screen above the add button)
Once filled out it should look like this
6. Once this has been filled in, press the "Add" button and the new unit will be created and ready for the home to use.
7. Once the unit has been created please review the cycle date information on CAPA & amend the Stage due dates if required to match the existing units. How to adjust a residential home monthly cycle dates – Atlas