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Edit a Location
1. Navigate to Administration and select Manage Locations from below. 2. Select the Edit option. 3. Update all applicable information in Location information. 4. Update all applicable information in All Locations. You are able to allocate specific ...
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 ...
Updating Location Access for Authorized Users
1. Navigate to My Practices. 2. Navigate to System, select Users and from the dropdown select Authorized Users. 3. From the Action Colum select the Practices Button. - Toggle right to turn on the location access. - Toggle left to turn off the ...
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 immediately
Update User Roles
1. Navigate to My Practices. 2. Navigate to System, select Security Profiles and from the dropdown select Create. 3. Select the Edit icon 4. Update the needed data. - Toggle Right to Turn On access (Read, Update, Create, Delete/Archive, Download CSV) ...