Table of contents
Service Locations track where patient encounters take place, whether in-person or virtual. The selected location appears in the encounter sidebar and on PDF exports.
Activating service locations
The Service Location feature is a free app. To enable it:
- Click the shortcuts icon (three stacked squares) in the top right corner
- Select Apps from the menu
- Find Service Location in the list
- Click Activate
After activation, you’ll be redirected to the service locations management page to start adding locations.
Adding Location Information
When creating a service location, you can include these details:
- Name - The primary location name
- Alias - An alternative or shortened name
- Address - Street address
- City - City name
- State - State or province
- Postal Code - ZIP or postal code
- Phone - Primary contact number
- Fax - Fax number (if applicable)
Managing your service locations
To access service locations after initial setup:
- Click your profile picture in the bottom left corner
- Select Settings
- Choose Service Locations from the settings menu
From this page, add new locations, edit existing ones, or remove ones you no longer need.
Notes
- Once a location is selected for an encounter, it appears in the right sidebar and on PDF exports.
- Service locations are available to all users in the workspace.