When an office calls wanting to add a new location, or a new practice with their own location, into their system, the following should be done.
- Go to Edit>Setup
- Go to Locations.
- Hit Add under Locations.
- In Locations, the following items need to be entered to properly save a Location: Name, Code, Street, Postal Code, City, State, and Time Zone, shown below. If any field is left empty this can potentially cause a fault which can leave the space in a bad state. This would mean staff would have to start over.
