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Account, team, and security

Locations

Add clinic locations, set each one's address, time zone, and service facility details, switch between them from the header, and read the per-location metrics.

Sefton Editorial · Reviewed by Sefton Product ·

Settings > Locations. A solo practice has one; a practice with several sites adds each.

Adding a location

Name, address, phone, time zone, and whether it is a service facility with its own NPI. Providers can be assigned to locations.

The switcher

With two or more locations the header shows a location switcher. Sessions, the calendar, and the billing queues filter to the selected location; “All locations” shows everything.

The Locations settings page with two clinic locations and the header switcher.

Metrics

Multi-location analytics under Insights compares sessions, revenue, and denial rates per location.