Managing Clinic Location Groups

Introduction

Clinic location groups offer a way to utilize a single setting selection to organize and assign multiple clinic locations in connection with configuration of other advanced functionalities. A cloud instance must have at least 3 clinic locations for clinic location group settings to be visible in organization settings.

Clinic location groups can be used with text template active clinic location configuration and private patient default clinic location configuration. Reference the specific instructional guides for further information on the setup of each functionality.

Creating Clinic location Groups

To access clinic location group configuration, please follow Settings > Organization > Clinic location Groups.

  1. Select the 'Add' button to create a new clinic location group

  2. Define the clinic location group name for internal reference

  3. Select the included clinic locations

  4. Select 'Save'

  5. This clinic location group is now available for use in the configuration of other functionalities

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Managing Clinic location Groups

Clinic location groups can be updated or edited by selecting the edit pen icon at the end of the group row. Once details have been updated as needed, select 'Save' to confirm updates.

Clinic location groups can be deleted by selecting the trash bin icon at the end of the group row. Then select the 'Delete' button to confirm the delete action.

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