Clinic Moving Locations/Address Change

If your clinic is moving locations there, are some decisions that will need to be made regarding your patient data/billing/transactions that took place at the Old Location. Steps for Both Scenarios are below for your reference.

1. If you are simply moving locations and want to update the address and NOT keep prior(before moving) data associated with the prior address, simply go to Admin>Billing Entities and update the address for billing, Admin>Clinic to update the address associated with Super Receipts, Billing>Patient Statements to update the address associated with Patient Statements.
2.  If the old patient data shall remain connected to the prior mailing/location address, there will be more work that needs to be done such as: Creating a new Clinic, Creating new Users for Providers, Creating new Providers, Creating New Billing Entities, etc. for the new location.

Scenario 1: I just want to update my current address to the new Location address

1. Admin>Billing Entities>Select Billing Entity from list>Hit Edit

Edit your Address on Left and Right Sides of this Screen>Hit Save when completed

2. Admin>Clinic>Highlight current clinic in the list>Hit Edit 

Edit your Address>Hit Save

3. Billing>Patient Statement>Edit your address>Hit Next>Finish

Scenario 2: I want to keep data separate between Old and New Location address

(Select the blue hyperlink for steps to complete)

1. Create your new clinic
2. Setup and Link your Providers using New Location Address
3. Billing>Patient Statement>Edit your address>Hit Next>Finish

IMPORTANT NOTES to Review

• You would not inactivate Clinic until all appts are switched over. Once the new Clinic is created and Providers tied to the new clinic, you will need to start scheduling patients under the new Clinic slowly, until all patients are only scheduled under the new clinic. You would not inactivate it until all appts are switched over.
• Providers is a little different than Clinic regarding when to make the old one Inactive. For Clinic, you wouldn't make inactive until all appts are switched over to the new Clinic Location created, but Providers, you can go ahead and Inactivate after setting up the providers tied to the new clinic. That way, the first patient seen at the new location has all of the new clinic and Provider data.
• Be sure to contact your Clearinghouse and edit your address(N/A for Cash Clinics).
• Patient communication: If your address is present within Appointment Reminders, Ongoing Mass Email or Text Campaigns, be sure to change it there as well.

 

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within the software, click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Call or Text: 909-378-9514

Email: [e-mail]