Location settings

Location settings


Info
When configuring location settings, note that:
  1. Each AREA can contain one or multiple REGIONS
  2. Each REGION can contain one or multiple LOCATIONS
  3. Each LOCATION can be associated with a single BRAND
By adhering to these guidelines, you can effectively organize and manage geographical locations, ensuring that all locations are properly categorized and easy to oversee.

Areas

You can add areas using the +AREA control and then associate these areas with the corresponding REGIONS. You can also:
  1. Make areas 'inactive' using the toggle switch.
  2. Delete areas via the options button  that appears on hover.
The list of added areas can be ordered by available parameters (active/inactive state and area name). ​By clicking on an entry in the list or using the options button  , you can access and edit settings for the selected area.
  1. On the GENERAL tab, you can change the area name. Additionally, you can delete an area using the remove control .
  2. On the REGIONS tab, you can associate an area with regions.

Regions

You can create regions to group existing locations. To add a region, click +REGION.

You can later edit the name of the region, delete the region or temporarily make it 'inactive'. The regions' list can be ordered by available parameters (active/inactive state and region name). You can use the search bar to quickly find the required region.

Locations

On this tab, a user will see all locations that were assigned to them. Assigning locations to a user can be done via COMPANY SETTINGS > USERS > [user] > LOCATIONS. 
Info
Locations cannot be deleted. They can only be set to 'inactive'. If a location is made 'inactive' by a user, it will become 'inactive' for all users that can access this location.
Locations list can be ordered by any available parameter. You can also search the list by location name and code, hub location name and code, address, phone number, and email.

To add a location, click +LOCATION. On the create dialog, specify:
  1. Clinic name
  2. Clinic location
  3. Code - location code is auto-populated; the default code can be changed manually.
[Country specific]
  1. HSP site ID
  2. Province/State info
  3. Federal tax ID
In EDIT mode, you can define more parameters. To access the EDIT mode, scroll to the right side of the table, hover over the required location and click the ellipsis button () that appears on hover. 

General tab
  1. Region - the region where a location belongs; a location can be assigned to any 'active' region
  2. Alternative code - an alternative location identifier
  3. Hub location - any relevant 'active' location can be chosen as hub 
  4. Time zone - selected time standard for the location
  5. Brand - the brand associated with this location
  6. Address and contact information - physical address (city, country, postcode), phone number, fax, email address; up to 3 address lines can be used
  7. EPOS number - unique location (clinic/store) identifier
  8. Company registration number - unique code of an incorporate company
[Country specific]
  1. Australian business number - numeric identifier used when ordering and invoicing
  2. VAT Reg. No. - VAT registration number of a company 
  3. 'NHS enabled'  - this parameter determines if eRS appointments can be booked at this location
  4. NPI - health care providers' identifier used on financial claims
Working hours tab
Specify working hours of this location for each day separately  or choose your company's default working hours. 

Brands

Use this tab to configure and manage the list of brands that will be linked to selected locations on the LOCATIONS tab. 

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