Locations Quick Guide

This quick guide walks you through the steps of setting up clinic locations.

1. Create or modify base locations.
   1. Using File Maintenance > Clinic Locations, make sure there is a record with a blank ID and correct address for the primary location.
   2. Click Edit Remit Address and verify remit address is correct.
2. Add other locations.
   1. Add a new record for every location in the system.
   2. Modify the Remit Address if needed.
3. Optionally prevent component sharing.
   1. From Utility > SYSTOC Components, mark all sections that will not be shared by clicking the appropriate box (e.g. Injury, Billing, etc.).
   2. Some components are always shared and cannot be restricted (Patient, Company, etc.).
4. Assign users to locations.
   1. From Utility > User Information, indicate each user’s primary location in the Location ID field.
   2. Leave Location ID blank for users who access all locations.
   3. If a user works in multiple locations, create a User record for each location.
   4. For a manager with dual roles in a non-sharing network of facilities (managing one clinic but overseeing all clinics), it may be necessary to have two logon IDs, one with a blank Location ID and one with the appropriate clinic setting.
5. Optionally turn on Fees by Location if locations have different fee tables, from Utility > Program Preferences, check Fees by Location box.
6. Optionally apply a logo banner to clinic locations by clicking on the Location Logo button.
   Allows you to associate an image logo with a clinic location. See Adding Logo Banners to a Location .