Healthengine uses geolocation features and practice address settings to ensure that a number of our products work correctly. This includes integrated off-platform New Patient Forms and Check-Ins to ensure that patients are only sent one New Patient Form even if your Practice Management Software (PMS) has multiple locations / appointment books, and to verify that patients are at your practice to allow them to check-in for their appointment. If this setting is not configured prior to using New Patient Forms or Check-Ins with multiple sites, these products may not work correctly.
Note: Even if your practice only has one location, you will still need to set your location settings to continue to use New Patient Forms and Check-Ins.
Adding/Editing your Practice Location Settings
To change your Practice Location Settings, please follow the steps below:
- Navigate to 'Account' in the ‘Account & Help section’ of your Practice Admin, then click on 'Location Settings'.
- Check the boxes next to the locations you wish to apply to the current Practice Admin account.
- Click ‘Save changes’.
Common Issues
Duplicate Locations
- A location can only be linked to one Practice Admin account at a time. If the location is greyed out, you will need to navigate to your other Practice Admin account and remove the location from this Practice Admin account before proceeding.
Inactive Locations
- Inactive practices are a PMS setting that needs to be managed within the PMS; this cannot be changed in Practice Admin or by Healthengine.
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