Service Locations

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:

1. Click the shortcuts icon (three stacked squares) in the top right corner
2. Select Apps from the menu
3. Find Service Location in the list
4. 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:

1. Click your profile picture in the bottom left corner
2. Select Settings
3. 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.