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Practice Profile - Phone and Address Information

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The Practice Profile area is a centralized location for practices to document their business profile. Here you can capture specific characteristics about your business.

This article will focus on the Phone and Address Information for the practice.

For more information on the other areas of Practice Profile, follow the links below:

Practice Logo

Hours of Operation

Application Settings

 

  • To access the Practice Profile, click the Menu > Settings > Practice Setup > Practice Profile.

 

Adding Phone Information

At a glance, users can see the phone numbers and addresses for the practice. If the phone is the primary number for the practice, the word Primary will appear. If the phone is able to receive text messages, users will see Text Enabled next to the number.

Phone_Info.png

To add phone numbers, mouseover Phone Information. The area will be highlighted and an add icon will appear PP-Add_icon.png. Click on the add icon to enter the new phone information.

Add_Phone_Numbers.png

In Phone Information:

  1. Enter a Description for the phone number. Examples might be Main, Lab, Back Office, etc.
  2. Select the type of number from the drop-down list.
  3. Select the country and enter the phone number.
  4. Enter an extension, if needed.
  5. If the number can receive text messages, check the box labeled SMS.
  6. Click the X to cancel the entry or click the check to save the new phone information PP-Cancel_and_Save_icons.png.

Editing Phone Information

To edit a phone number, mouseover the number and click on the edit icon PP-Pencil_icon.png. If the phone number is the primary number for the practice, check the box for Primary. If the number can receive text messages, check SMS.

Make other changes to the phone information then click on the X to cancel the changes or click on the check to save the changes. 

Define the Primary Number

If a number has already been defined as the Primary phone number and you want to change it:

  1. Edit the current Primary number.
  2. Clear the check box labeled Primary then save the change.
  3. Edit the number to be defined as the new Primary number and click the check box labeled Primary then save changes.

Primary_Phone.png

 

Delete Phone Information

To remove a phone number from the Practice Profile, mouseover the number then click on the delete icon PP-Delete_icon.png.

 

Adding Address Information

Users can add three addresses for the practice: Primary, Shipping, and Billing.

To add an address, mouseover the label, Address Information. Click PP-Add_icon.png and the fields for an address will appear. Fill in all required fields and any option address information, as needed. 

Address_Info-v2.png
  1. Contact Name: The name of the primary person to speak with at the practice.
  2. Country: Select the country where the practice is located from the drop-down list.
  3. Address Line1: The address for the practice. This is a required field.
  4. Address Line2: The secondary address for the practice.
  5. Address Line3: An additional address field, if needed.
  6. City: The city where the practice is located. This is a required field.
  7. State: The state where the practice is located. This is a required field.
  8. Zip/Postal Code: The zip/postal code where the practice is located. This is a required field.
  9. County: The county where the practice is located.
  10. Cancel/Save: Click the X to cancel the address. Click the check to save.

 

Editing Address Information

Mouseover the address and click on the edit icon PP-Pencil_icon.png to make changes to the selected address. Make the desired changes then click X to cancel changes or click the green check to save changes.

 

Shipping/Billing

If editing the Primary address, the screen will provide the options to mark the address to use as the shipping address and/or as the billing address.

Shipping-Billing_check_boxes.png

If both options are selected, the Primary address is displayed for all three addresses. If the Primary, Billing or the Shipping address changes, click the edit icon PP-Pencil_icon.png on the address that needs to be changed and make the necessary changes.

Click the X to close without saving changes or click the check to save changes made to the address.

 

Deleting Address Information

To remove an address from the Practice Profile, mouseover the address then click on the delete icon PP-Delete_icon.png.

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