Selecting a Default Clinic Location

Providers from clinics or groups with multiple locations have the option to set their Default Clinic Location. This assists providers when it comes to adding a new patient to the system.


See below video tutorial on how select default clinic location

Step by Step Guide:


1.) Log in to the system as a provider and navigate to your name in the top right corner.  Click your name, then select the "Profile" tab. 

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2.) In your profile, navigate to "Default Location" symbolized by a pencil icon and click this button. 

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3.) Click the "Select default location" button and you'll be able to select your default location from the dropdown menu displayed. 

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4.) Once you've selected your default location, click the "Save Changes" button. 

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5.) You'll receive a Success! You have set you default location pop-up in the top right corner once your default location preference has been saved. 

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6.) Your default location will be displayed when adding new patients, in this case we chose California as the default location. 

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Notes:

  • The Default Location can be edited at anytime from the provider's profile page. 
  • Providers will still be able to manually select a location from the "Location" dropdown menu when adding new patients. 
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