How to Manage, Add, Edit, Disable, or Delete Clinic Location

In Noterro, managing your clinic locations is a breeze. We've covered whether you need to add, edit, disable, or delete a location. Let's dive into each of these actions and how to perform them.

Adding Locations

Adding a new location to your clinic is simple. Just follow these steps:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Click on Locations.
5. Click on the Add New button.
6. Complete the form with the necessary details and click Save.

Editing Locations

If you need to make changes to an existing location, here's what you need to do:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Click on Locations.
5. Locate the Specific Location you want to edit and click on its name.
6. Update the form with the new information and click Save.

Disabling Locations

Turning off a location is helpful when temporarily removing it from your active locations. Follow these steps to turn off a location:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Locations section.
5. Locate the Specific Location you want to disable and click on the Three Dots on the same line.
6. Click Disable.

Deleting Locations

Deleting a location should be done cautiously, as it permanently removes the location and all associated data. If you're sure you want to delete a location, here's how:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Locations section.
5. Locate the specific location you want to delete and click on the Three Dots on the same line.
6. Click Delete.

Important Note: You can only delete a location if it is not associated with invoices, transactions, appointments, or availabilities. If any data is linked to the area, consider disabling it instead.

Transfer Future Events To Another Location

Before you Disable or Delete a location, you may want to transfer all future events from the existing area to the new location.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Click on Locations.
5. Add the new location by clicking the Add New button.
6. Complete the form with the necessary details and click Save.
7. Locate the "Old" Location where you will transfer events.
8. Click on its name.
9. Scroll to the bottom of the slide-out and click Transfer Events.
10. Select the "New" Location.
11. Click Transfer Events.

Online Booking Locations

Locations are required for online booking. If a location is not enabled, then it cannot be booked. You can set a location to be visible for online booking, but that location must also have online booking enabled.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Locations section.
5. Locate the Specific Location you want to edit and click on its name.
6. You want to Enable This Location for Online Booking.
7. Click Save.

Services Performed at Locations

Your clinic must be on a Plus or Max plan to enable services to be performed at specific locations. If you are not on the Plus or Max plan, all services will be performed at all locations.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Scroll to the Locations section.
5. Locate the specific location you want to edit and click on its name.
6. Select the Services to be Performed at that location.
7. Click Save.

Billing Address is Different than Location Address

You may want to use the address in the General section for invoices and receipts.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Click on Locations.
5. Locate the specific location you want to remove from Billing and click on its name.
6. Toggle off Use this Location for Billing.
7. Click Save.

Important Note: The address in the General section will be used for billing.

American Insurance Location Consideration

If your clinic has the Insurance Add-on feature and you generate EDI files or the CMS-1500, there are additional fields to complete.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Click on Locations.
5. Locate the specific location and click on its name.
6. The ZIP code must be nine digits for the EDI file.
7. Select the Place of Service and add the Location NPI number (which is not the same as the Provider NPI number).
8. Click Save.

Setting Locations for Mobile Practitioners

If you are a mobile practitioner and do not want your location address used for email appointment reminders, you can set up a generic location.

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Base Setup.
4. Click on Locations.
5. Locate the specific location you want to edit for a Mobile setting and click on its name.
6. In the Location Name field, you could add Mobile Therapy.
7. In the Address Field, you could add Onsite Therapy.
8. Country and Email are the only other required fields.
9. Disable Use This Location for Billing if you want to use the clinic's address for Invoices and Receipts.
10. Click Save.

Pin Location on the Map is Incorrect

It's not possible to override the pin position because it's based on what Google provides as the location based on the address. This is an issue with Google Maps; it's best to correct the root issue there. This will also correct the pin location in other apps and services using Google Maps, so it's recommended. Search Google Maps for your address, then click "Suggest an Edit" and follow the prompts. Once Google applies this update, edit your location in Noterro and save it again. This will trigger an update to your map icon location and automatically update your clinic-branded app.

By effectively managing your locations in Noterro, you can streamline your clinic operations and ensure accurate scheduling and billing. If you have multiple clinic locations, you can choose between separate Patient lists per location or a single Patient list for all locations.