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Set Up Office Locations

You maintain the list of office locations in your practice in your Office editor. The patient's financial transactions and appointments default to the office assigned to the patient folder. Note that much of the data entered in this editor links to the Contact page of your Practice Connect app.

How to Get Here

Home ribbon bar - Editors > Practice > Offices. (You can also search for the editor you want to work with.)

Setup

Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

Display active / inactive records - You can choose whether to include inactive records in your list by enabling / disabling the Show Inactive option at the top of the list.

Create new office - Click New. Then enter the office's details, described below.

Edit office details - Select a record to work with. If you just created a new office, that record is selected automatically. As noted in the descriptions below, certain information about each active office will appear on the Contact page of your Practice Connect app; the information for inactive offices will not be included in the app.

Name - Enter the name of this office. If you have multiple offices, be sure the name is different enough so it is easy to select the correct location for your patient folders. The name also appears as a heading on the Contact page of your Practice Connect app.
Abbreviation - Enter an abbreviation for this office. Again, make sure the abbreviation is easy to distinguish from other office abbreviations. This information is not linked to your Practice Connect app.
Address, city, state, zip, phone - Enter the local street address and phone number for this location. This data appears under the heading for this office on the Contact page of your Practice Connect app.
Latitude / Longitude - Enter the latitude and longitude of this office to allow patients to sign in for their appointment once they come within a certain distance of your office. To find the coordinates, go to www.maps.google.com and enter your street address. Right click the location on the map and select What’s Here? Under the search box, an information card with the coordinates will appear. Latitude is listed first, then longitude.
Email addresses - You can enter several email addresses specific to this office to facilitate routing messages to the correct staff member. Each email address will appear under the heading for this office on the Contact page of your Practice Connect app.
NPI Type 2 - The NPI (National Provider Identifier) field complies with the Health Insurance Portability and Accountability Act (HIPAA), allowing a 10 digit number. You may be required by law to have this number appear on paper and/or electronic insurance claims. This information is not shared with your Practice Connect app.
License & Tax ID numbers - Record the appropriate tax and license identification numbers for this location. This information is not shared with your Practice Connect app.
Foursquare id - Enter the foursquare id for this location. This information appears under the heading for this office on the Contact page of your Practice Connect app.
Assigned orthodontists - Select the orthodontists that practice at this office. Note that if an operator does not have rights to access this office's data, that operator will not be able to access the assigned orthodontist's data, including patient, appointment, and financial information. (See "Set Up Operator Accounts" for details about assigning offices to operator accounts.)
Assigned assistants - Select the assistants that work at this office. Note that if an operator does not have rights to access this office's data, that operator will not be able to access the assigned assistant's data, such as patient appointment information. (See "Set Up Operator Accounts" for details about assigning offices to operator accounts.)