Move Location

The Move Location feature allows Administrators to reorganize the structure of the organization as it appears within the system. This Move feature allows the rearranging of sub-organizations within a single parent organization.

To rearrange a location:

Click Administration, Settings and Locations. Click the Move button.
Rearrange sub-locations message is displayed.
Select the location you want to move. While holding the mouse button down on the selected location, drag it to the new location.

Note: Sub-locations will move along with their parent location as they are being dragged.
Move locations to complete the desired rearrangement.

Note: Clicking the Cancel button will cancel all location movements completed during this current rearrangement.
Click the Save button to confirm the Move Locations selections.

Note: The location list is displayed in alphabetical order. Users can move a location from one sub-location to another or from a sub-location to the top-level location. When users attempt to change the order of appearance in the user interface, rather than the logical hierarchy of locations, the preferred appearance is not maintained in the system.

Transfer Location

During the course of business, an organization may want or need to split into separate organizations. Having Care Orchestrator support this type of activity significantly reduces the level of time and effort required to effect the business change.

Note: Transfer Location should ONLY be done via Philips support. Please contact your product support manager.

Patients and Users of the location being transferred, along with its sub locations, will move to the new organization. Both locations, the original location and the split location, established by the transfer will retain the original location types, user roles and features. Patients, and their associated data including prescriptions, device assignments, therapy data, reminders, etc., and Users, and their associated roles, permissions, and passwords will transfer to the new organization.

Note: The organizational split is managed from the Product Support console via the Acquisition Manager role.

Note: When a Location Transfer is in progress, ALL users from the organization being transferred will be locked out until the transfer is complete. Transferring a location may take a few minutes or hours depending on the size of the transfer. Transfer status can be checked in the Product Support Console activity log by selecting the Transfer Location Activity Type.

After the Transfer

A location that is transferred becomes a sub organization of the destination company and retains the display name for the location. Additionally, the 'Hide from external companies' flag displayed in Location detail is also retained.

After the transfer has been completed, the following should be noted:

The transferred location now has the new organizations add-on features.
Users are transferred according to their Managed by settings. If the Managed by moves, then the user moves. If the Managed by does not move, the user loses access to any patients that move.
External authorizations on the location being transferred move with the location.

For the following items, the transferred location retains the existing item with the transferred location displayed in parentheses:
Payers
Compliance Rules
Reminder Sets
Custom Patient Fields

For the following items, the transferred location inherits the destination organization's settings:
Business associate and Service Agreements
Equipment (devices and accessories)
External Services
Customization for Patient Search and Reporting Details, Patient Access and Required Patient fields
System Preferences

Note: External authorizations that were created by the transferring location before the transfer will be carried over to the destination organization. External authorizations for the destination organization will cascade down to the newly transferred location.

Note: Care team locations being transferred will be deleted since external care team locations will become internal locations.

Note: For locations being transferred that have Mask Selector enabled, user roles and permissions are retained when the new location also has Mask Selector enabled.