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Service Locations

Track where patient encounters take place with customizable location settings

Updated over a month ago

Service Locations help you keep track of where patient encounters occur, whether in-person or virtually. This information displays in the encounter sidebar and appears on PDF exports for complete documentation.

Activating Service Locations

The Service Location feature is available as a free app. Here's how to enable it:

  1. Click the shortcuts icon (three stacked squares lines) in the top right corner

  2. Select Apps from the menu

  3. Find the Service Location app in the list

  4. Click Activate

Once activated, you'll be automatically redirected to the service locations management page where you can start adding your 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 your 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, you can add new locations, edit existing ones, or remove locations you no longer need.

How Service Locations Appear

Once configured, your selected service location will:

  • Display in the right sidebar when viewing any encounter

  • Appear on PDF exports for complete documentation records

Note: Service locations are available to all users inside a workspace.

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