Managing Office Locations for Practice Super Users

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

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 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

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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