Articles
Practices and Locations (Add, Remove, Edit)
This section will show you how to add or edit practice or location information in OP.
Adding/Editing a Department
In OP, Departments are used for sending messages and assigning tasks. Below, you will find instructions on how to add a new department.
Assign Users to Departments
Staff members can be assigned to a department or multiple departments in the Staff Directory.
Adding/Editing a Team
The article explains how to add and edit Teams in OP, allowing practices to assign patients to specific care groups.
Assign Users to Teams
The article explains how to assign staff members to one or multiple Teams in the Staff Directory using the Practice Management tab.
Assign Users to Location(s)
Learn how to assign users to a Location and remove users from a Location in the Staff Directory.