Switch Locations and Supervising Physicians

Practices with multiple locations have the ability to switch between their locations within the EHR when necessary. 

Login

Beginning Wednesday, February 21st, 2024, all users with multiple logins for separate locations will be prompted to select a primary login. Once the user makes a selection and clicks Save, the pop-up will not appear again and the chosen credentials will be their designated login. All other previously existing login credentials will be deactivated.

Select Primary Login Desktop.png

Switch locations

Supervising physicians and all other users can easily swap between practice locations in the EHR when necessary.

Upon logging in, the system defaults the user to the location they were last working within. 

Supervising physician

The location currently selected is displayed next to the global patient search.

Providers location button outlined.png

Click the orange location icon to reveal a dropdown menu listing all practice locations.

Providers location icon outlined.png

Select the intended location to make the switch.

Providers location dropdown outlined.png

The locations listed in the dropdown menu are the locations that have been added for this provider. For more information on managing a provider's locations, click here!

Other users

The location currently selected is displayed next to the global patient search.

Outlined.png

Click the orange location icon to reveal a dropdown menu listing all practice locations.Loaction Button Outlined.png

Select the intended location to make the switch.

Location dropdown outlined.png

The locations listed in the dropdown menu are the locations associated with the supervising physician you have selected. Based on your practice, selecting a different supervising physician may alter your location options.

This reminder displays when hovering the orange location icon.

Hovering Location Icon.png

View or Change your Supervising Physician 

Staff members and non-supervising providers are required to have a designated supervising physician when working in Electronic Health Records (EHR). 

The current selected supervising physician is displayed below your current practice location.

Sup Physician Outlined.png

Click the provider icon to reveal a dropdown menu listing all other providers. 

Provider Icon outlined.png

Select the intended provider to make the switch.

Provider dropdown outlined.png

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