This screen is used to create/edit/view the Practice Locations, ie the branches of the practice. See Concepts|Practice and Locations for background.

The fields are as follows:
Location Name - the name of the location. This will appear on various reports and documents so it should be set as you want it to appear.
Active - uncheck this box to deactivate the location
Stock Control - check this box to enable stock control for this location
Logo - used to set the logo to be displayed at the top of the screen when the Practice Location is selected. Logos may be .png, .jpg, .gif, or .bmp format, and should be no more than 30 pixels high. Note that any new logo will be displayed after the location is selected.
Default Printer - use the pull-down to select the default printer for this location.
Pricing Group - the pricing group in use for the practice location. This is optional. It is used by practices that set different prices for the same product at different locations. See Concepts|Pricing for details.
Disable Discounts - if selected, disables discount entry when editing charges and estimates at this location.
Stock Locations - sets the Stock Location for the location. If you have Stock Control enabled for this location then you must have one. Multiple locations can share the one stock location. See also Organisation|Stock Location.
OTC - sets the OTC account for the location. You can only have one but multiple locations can share the one OTC account. See also Organisation|OTC.
Smart Flow Sheet Clinic API Key - specifies the API key used to connect to Smart Flow Sheet. See also Smart Flow Sheet integration.
Mail Server - specifies the email server to use when sending emails from the location. If none is specified, the mail server associated with the Practice will be used. See also Organisation|Mail Server.
Appointment SMS - specifies the appointment reminder SMS template to use when sending SMS reminders from the location. If none is specified, the template associated with the Practice will be used. See also Template|Appointment Reminder SMS Template.
Letterhead - specifies the Letterhead template to use for this location. This field is not mandatory but is needed if you want to use the Letterhead facility for easy customisation of invoice, credit notes, statements etc.
Online Booking - if selected, appointment schedules at this location that also have Online Booking selected, are available for online booking.

The Contacts tab is used to view and maintain the various contacts. The types are as follows:
Location - you should set this so that it can appear on reports, documents and the letterhead
Phone - again you should set this so that it can appear on reports, documents and the letterhead. If you have a fax number, you should enter it (as a Phone contact with purpose Fax) so that it can be shown on the letterhead.
Email - you need to set this, not only so that it can appear on reports, documents and the letterhead, but also because it is used by the system when generating the From address on emails being sent out. Although the code that sends out Reminders and Statements via email uses the Practice's email addresses, emails initiated by users are sent out using the current location's email address.  If there are multiple email addresses set, then the user can choose the required one from a pull-down list.
Website - you should set this so that it can appear on reports, documents and the letterhead

See Concepts|Contacts for details.

 

Below is the Practice tab. Use this to set the Practice to which this location belongs. Note that you can have a location not attached to a practice, but it can't be used because it can't be selected using the Location pull-down at the top right of the screen.

Below is the Tills tab. Use this to set theTill(s) for the location. You must have at least one, otherwise there is nowhere to put the money. It is possible for multiple locations to share tills. See also Organisation|Tills.

Below is the Deposit Accounts tab. Use this to set the Deposit Account(s) for the location. You must have at least one, otherwise there is nowhere to deposit the money. It is possible for multiple locations to share accounts. See also Organisation|Deposit Accounts.

Below is the Schedule Views tab. Use this to set the Schedule Views for the location. You must have one, but can have more. Multiple locations can share Schedule Views. See also Organisation|Schedule Views.

Below is the Work List Views tab. Use this to set the Work List Views for the location. You must have one, but can have more. Multiple locations can share Work List Views. See also Organisation|Work List Views.

Below is the Printers tab. Use this to set the printers that may be selected at the location. If no printers are listed, all will be available for selection.

The Status column indicates if a printer is Available or Unknown. If a printer is marked as Unknown, it is no longer available for selection when printing.

 

Below is the Templates tab. Use this to set any location specific Document Templates.These were commonly used where it was necesssary for each location to have different logos on invoices, receipts etc. However, the Letterhead facility now provides this. The facility is of use for setting location specific printers, and for testing new versions of templates.

Below is the Service Ratios tab. Use this to apply a ratio to prices of products of a specific product type, at this practice location.

Follow-up Work Lists tab. Use this to configure the work lists that may be selected when:

  • clicking the button in the patient summary, to add a follow-up task
  • the Follow-Up At Check Out option is selected to create follow-up tasks at check-out

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