How to Set Up a New Location

Overview

Create a new location in Core Practice when adding a new practice or clinic to your account.

Each location stores information specific to that practice. including its address. contact details, and business policies. Some of these details may also appear in patient communications, such as appointment confirmation emails and letter templates.

Steps

1. Click the cog icon. then select Locations.
   
   
   
    
2. Click Create Location.
   
   
   
    
3. Enter the required information for the new location.
   
   
   
   This may include the practice's location details, contact information, and other business information.
    
4. Review the information, then click Save Changes.

If the location will receive payments, you may also need to set up banking for the location.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!