Locations
Locations are the physical sites under a practice. Visit Types, location Scheduling, Rooms, Clinic Services Types, provider assignment, and many calendars are location-scoped. Add at least one active location before you configure schedules or visit types. Inactive locations disappear from most pickers.
Edit Practice
Practice Locations
Found 0 location(s)
No locations added yet
Get started by adding your first practice location
Edit Practice
Practice Locations
Found 3 location(s)
Locations Tab
Open Edit Practice → Locations to list sites for this practice. Use + Add or Add Location to create a site. The General practice address is not a substitute for Locations.
Why Locations Matter
Without an active location you cannot meaningfully set location hours (Scheduling), create Visit Types, assign rooms, or attach providers to a site. Lab relationships and payment terminals can also be location-specific.
Add Location Fields
Required: Name and Address (Places autocomplete). Also set City, State, ZIP, optional location NPI and Fax, Timezone (US list), and Active Status. Timezone drives local scheduling display for that site.
Active vs Inactive
Active locations appear in header location pickers and booking flows. Inactive locations are excluded from many dropdowns but remain in history. Prefer inactive over delete if the site might reopen.
Edit and Delete Location
Edit updates site details. Delete confirms and permanently removes the location—check that schedules, visit types, rooms, and provider assignments for that site are no longer needed.
Location Picker on Other Tabs
Tabs such as Visit Types, Scheduling, Clinic Services Types, Users, and Room Management use the Edit Practice location dropdown. Always confirm the correct site before adding data. General, Locations, Insurance, Service Types, Dot Phrases, Lab Settings, Imaging Categories, and Settings typically hide or ignore that picker.
Empty State
Found 0 locations with No locations added yet means you must add a site before continuing setup. Use Add Location from the empty state or + Add in the header.
Who Can Manage Locations
Super Admins always can. Other users need location management permissions (view/add/edit/delete location) under Practice Management.