Corporate users have access to all the practices in the Enterprise and can edit Practice Preferences for each practice and office. This enables you to set consistent fee schedules, and so forth, across the Enterprise.
You can use the Location Groups feature to set up and manage groups of practices to facilitate more comprehensive Enterprise-level reporting and decision making. This option is customizable for each Enterprise environment.
Corporate users can add new practices and offices, and edit the preferences for each.
Select Tables > Practice > Practice Preferences. The Practice Search window is displayed. Use this window to search for and select an office to edit, or click New to set up a new practice.
Select Tables > Practice > Offices. The Office Search window is displayed. Click New to add a new office, and use the Practice field to assign the office to a practice.
Once a new office is created and the record is saved, the practice to which the office belongs cannot be changed.
Once Enterprise mode has been enabled and multiple practices have been setup, any user with Administrative access to the Users table can assign users to specific practices. Users will have access to only their assigned practice.
Select Tables > Practice > Location Groups. The Location Groups window is displayed. Use this window to create and edit groups, and to assign practices to each group.
Groups can be classified as States, Regions, or Areas, and are used as criteria for Enterprise-level reports.
|
Group: North GA |
Group: South GA |
Group: East GA |
|
Marietta Practice |
Jonesboro Practice |
Tucker Practice |
|
Kenessaw Practice |
Conyers Practice |
Lawrenceville Practice |