Purpose
This article provides step-by-step instructions on how to add an institution to the CATS system, ensuring accurate and complete contact management for streamlined operations.
Follow the steps below to add an institution in the CATS system:
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Log into CATS:
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Access the CATS application with your credentials.
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Navigate to Contacts:
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Once logged in, go to the "Contacts" section.
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Add a New Institution:
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Tap on the plus sign located in the bottom-right corner of the screen.
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Select the Institution option.
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Fill Out Required Information:
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To successfully save a hospital account, you must provide the following details:
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Name of the institution
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Address
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City
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Province
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Postal Code
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Save the Institution:
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After completing the form, you have two options:
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Tap the "Save" button in the top-right corner to save the contact.
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Tap the "Save and Call" button to save the contact and immediately proceed to craft a call for that contact.
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Confirmation:
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Once you hit "Save," a pop-up message will appear stating "Institution saved" to confirm the process was successful.
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