Managing your Locations

If you would like to manage multiple clinic locations, you have a couple of options.

Option 1 (Separate patient lists per location)
If you want to retain separate patient lists per location, 2 separate clinic accounts need to be created.

Option 2 (All patients listed in a single clinic)

If a single patient list works for you, but you would want to book appointments at 2 different locations, then you can specify the location of the appointment or availability slot when you create it.  All of this can be done within a single account.

A clinic can have one or many locations.  Each location can be used for scheduling or billing.

Add a Location

1. Log in as the Admin
2. Click on the Gear icon (top right header)
3. Click on Base Setup 
4. Click on Locations
5. Click on the Add New
6. Complete the form and click Save

Edit a Location

1. Log in as the Admin
2. Click on the Gear icon (top right header)
3. Click on Base Setup 
4. Click on Locations
5. Click on the Location Name
6. Update the form and click Save

Important: Editing a location is intended for correcting inaccuracies in your location.  If you've moved or changed locations, you should Disable the previous location and Add a new Location so that historical scheduling or billing items linked to this location are not altered.

Delete a Location

1. Log in as the Admin
2. Click on the Gear icon (top right header)
3. Click on Base Setup 
4. Click on Locations
5. Click on the Three Dots on the same line your location is displayed
6. Click Delete 

Note: You can only delete a Location if it has no invoices, transactions, appointments, or availabilities associated with it.  Consider Disabling the location instead.

Disable a Location

1. Log in as the Admin
2. Click on the Gear icon (top right header)
3. Click on Base Setup 
4. Click on Locations
5. Click on the Three Dots on the same line your location is displayed
6. Click Disable