Practice User - Office Locations

Non provider practice users with “Practice Super User” access can add or edit the practice’s office locations.

To add an Office:

STEP 1: Select Settings > Practice from the left navigation menu

STEP 2: Click the +OFFICE icon in the My Practice banner

NOTE: If an office is added or modified, it will change for all practice users.

STEP 3: Add appropriate office demographic information

NOTE: All fields can be modified except the Practice Name and Tax ID #.

STEP 4: Click the SUBMIT button

To edit an office:

STEP 1: Select Settings > Practice from the left navigation menu

STEP 2: Click the Offices tab

NOTE: The office number badge displays to the right.

STEP 3: Click the Edit Office icon

NOTE: The primary office is denoted under the Location header and can only be edited.

STEP 4: Edit appropriate office demographic information

NOTE: All fields can be modified except the Practice Name and Tax ID #.

STEP 5: Click the SUBMIT button

To remove an office:

STEP 1: Select Settings > Practice from the left navigation menu

STEP 2: Click the Offices tab

STEP 3: Click the Remove Office icon

NOTE: The primary office is denoted under the Location header and can not be removed.

STEP 4: Click the CONFIRM button