New organizations will come with one Virtual location and one physical location. Provider-Admins have the ability to add additional locations as needed.
Creating a New Location
- Navigate to Settings->Locations
- Click Create Location
- Enter the location details
- Enter the name of your new location
- Enter an address
- For Physical locations this will appear on the client portal as well as notifications so the client is aware of the address
- For all location types, this address will appear on invoices as the organization's billing address for appointments booked at this location
- Check Online to create a virtual location
- If checked, you will need to select the Virtual Type
- Direct to Client - This is for locations where all parties will be joining virtually
- Hosted - This is for locations where it will be held in person but at least one participant will be joining virtually
- If checked, you will need to select the Virtual Type
- Check Enable for Online Booking if you would like this location to be bookable online
- Enter a phone number
- Enter a fax number
- Select an e-form template if you are using prescriptions
- Click Create Location
- Confirm if you would like this location added to existing notifications by clicking yes in the pop up that appears
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