3 - Add Location
Prep Required
Gather these items before starting
- General Practice Info
* List of Practice Location Names, Numbers, Fax's, Email's, Address's, Websites, Time Zone
1. Navigate to "Add New Practice"
2. Enter all required fields and click Add New Location
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Add a new Practice
1. Navigate to Getting Started and select Adding New Practices from below. 2. Enter all applicable information. Note: Fields with a red star are required. 3. Click the "Add New Locations" button at the bottom of the page. Updates will be reflected ...Add/Edit Stage & Steps
1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Stage & Step. 3. Click on the "+" icon located on the top right of the table. 4. Enter all applicable information. - Capture/Release Resources ...Add/Edit Visit Type & Reason
1. Navigate to Admin. 2. Navigate to Location, select Veins Check-in and from the dropdown select Visit Type. 3. Click on the "+" icon located on the top right of the table. - Click on the "+" icon to add or edit visit types. Note: The visit type ...Location Status
1. Navigate to Administration and select Manage Locations from below. 2. Navigate to Access Status. -Toggle right to turn on the location. -Toggle left to turn off the location. Updates will be reflected immediatelyAdd User Roles
1. Navigate to My Practices. 2. Navigate to System, select Security Profiles and from the dropdown select Create. 3. Enter a Role Name - Toggle Right to Turn On access (Read, Update, Create, Delete/Archive, Download CSV) to corresponding section. - ...