Your clinic can have multiple locations. One is always the primary default location.
Each location has its own schedule and you can easily navigate between various locations (refer to Filtering the schedule). When you add provider working hours, you must select the specific location for that provider.
If your clinic is using eBooking, when patients request an appointment, you can allow them to choose between configured locations.
Locations are also used to restrict access to patient charts based on location if you are using role-based access control.
Steps
1. From the main menu, click Settings > Account information > Locations tab.
All your clinic names are listed.
2. To add a location, click +New Location. The New Location window appears.
3. To modify a location, select the location from the list. The Update Location window appears.
4. Using the table below, add, edit or remove the location properties.
📌 Note: All fields except the Location Name are optional. To help patients find your clinic, we recommend that you complete most fields.
General tab
Field | Description |
Location Name | Type your clinic location name as you want it to display in the CHR.
📌 Note: This is the location name that patients see when using eBooking and in appointment notifications. |
Public | The default is No. This location is hidden from patients in eBooking/patient portal.
Select Yes for patients to see the location in eBooking/patient portal. |
Internal name | This field is how the location appears in your schedule. This name is not visible to patients. |
Color | Select a colour. |
Default visit type when booking appointments | When booking appointments you must select a visit type. To save this extra click, you can set a default visit type for each location.
📌 Note: You must have your schedule set to the correct location before booking the appointment for the default to populate in the appointment.
When in the schedule and the visit type filter is set to All this default is used. When the filter is set to Physical or Virtual the visit type pulls from the filter, and not the default.  |
Address Line 1 | Type your clinic location address. |
Address Line 2 | Type your clinic location address, if there is more than one address line. |
City | Type your clinic location city. |
State/Province/Region | Type your clinic location province. |
Country | Type your clinic location country. |
Zip/Postal code | Type your clinic location postal code. |
Phone number | Type your clinic location phone number. |
Email address | Type your clinic location email address. |
Fax number | Type your clinic location fax number. |
eBooking tab
Online booking description title | Type the title you want to display in the specific location information pop-up window in eBooking. |
Online booking description text | Type the clinic location description you want to display in the specific location information pop-up window in eBooking.  |
Online booking group label | You can group a location or a set of locations under a specific group label. Refer to Categorizing or grouping locations for eBooking
📌 Note: A location can only have one group label. |
Time zone | Select the time zone for your specific location.
📌 Notes:
|
Important Message | The default is No to hide this location from patients in eBooking/patient portal.
Select Yes so patients see a pop-up of the online booking description after they select this location. |
5. Click Save.
6. To make the clinic your primary location, hover over the location in the list and click Make primary.
7. To delete a location, click the x icon next to it and confirm the action.
Updated February 12, 2024