Before you add a new location in the OP software, please contact your Client Account Manager. Once you have consulted with your Client Account Manager, follow the links below to add a new location.
Note: Larger practices with multiple sites may need to add a new location. Do not add a new practice to your OP (implying multiple tax IDs and practice NPIs, multiple OP instances, multiple portal setups, and more) unless you have been instructed by OP staff to do so. Improperly adding a practice when you should have added a location may cause your portal to malfunction. |
Some of the items to complete when adding a new location (or relocating an existing location) include (but are not limited to):
- Add the new location information to the Practices and Locations window.
- Enable the multi-location feature.
- Assign staff members to the new location (see step 11): Users will only be able to log into locations in which they have been assigned in the Staff/Provider Directory.
Example: If you have been assigned to multiple locations, a Location drop-down menu will be displayed when you log in. If you travel between locations in the same day, the Location drop-down menu at the top of OP must be changed to the correct working location. This menu also impacts the Vaccine Inventory as immunizations are administered. |
- Configure your Practice's schedule to include the providers who will see patients in the new location:
- Add providers to the new location's schedule.
- Move a provider's schedule template to the new location.
- Copy slots from a current location and paste them in the schedule for the new location.
