Introduction to Branch Record

Open

Branch records are accessed via the Administration>Branch Setup sub menu. Branches are an organisational unit within Brevity that come under an Organisation.

Multiple Branches can be created for one or more Organisations. A Branch can be a department (eg, accounts), activity-based (eg, support service or clinical) or a geographical location (region, state, city or suburb).

For additional information on Branches, refer to the following topic:

Information retained against the branch record enables management of:

• Travel and invoice settings,

• Branch address and contact details,

• The service agreements maintained by the organisation for new business activities,

• Brevity Care mobile application and Self Service portal configuration settings, and

• Content in the form of policies, procedures and work practices that employees can see when using either the Brevity Care mobile application or self service portal. Access to this information can be extended if applicable to those clients that are using the Brevity Care mobile application.