Managing Office Locations

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Physicians and non-provider practice users with “Practice Super User” access can add, edit, or remove office locations after they have confirmed their practice association.   This functionality is only available to physicians and non-provider practice users with “Practice Super User " access.

Steps 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

Steps 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 indicated under the Location header, which can only be edited and not removed.

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

Steps 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

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