Creating Office Locations

Providers and staff users must be associated with office locations in order to send, receive and manage referrals for providers and/or groups, as the ability to send and receive referrals is based on a user's association to the office.

Note: Only users with client admin accounts can create an office.

To create an office:

1. Click Manage Offices.
2. Click New Office.
3. Under Office Location, type in the office's name, address, city, state, zip code, phone number and fax number.
4. Click Create Office in the upper-right of the web page.
5. Then, add providers, staff, and Office Admin to the office
   1. Under Physicians and Groups, click Add or Remove Providers; you can then search for providers by their NPI number
   2. Under Staff at this Office, click Add or Remove Staff; you can then create new staff or search for existing staff by email address
   3. Under Office Admin, click Add or Remove Office Admin; you can then create new staff or search for existing staff by email address. Giving a staff member Office Admin privileges allows them to update other staff access and maintain provider data.