How do I set Locations?

Large customers who manage separate locations within their networks often want to segregate access and reporting of data within their EMD practice. With locations, practices can leverage the concept of locations in order to mimic having separate portals for portions of their business without having to operate separate portals, forms, emails, etc., and for segregated management of data.

Staff users can see a full list of patients and all assignments within their respective location. Admin staff users can see patients across all locations. For example, if Nurse 1 is set up with Location 1, but Patient 1 is set up with Location 2, Nurse 1 will not be able to search for Patient 1. 

How does it work?

If your clinic has opted to use EngagedMD’s location feature, the following details will apply. If your clinic has not opted to use EngagedMD’s location feature, you will not be prompted to set this when creating staff.

When adding staff to EngagedMD, staff admin will be required to set their location. 

This can be done by following the steps below:

1. Go to the “Admin” Tab in staff portal
2. Click “Users”
3. Click “Add New User”
4. Enter the staff’s name & email.
5. Check the location the Staff member will need to access and select “Save”.

 A clinic Admin can update staff's location following the same steps they'd follow for any other profile update (like fixing a name or something) - go to users, search for the staff member, click their name to open their profile, go the Locations tab, make the update, click “Save”.

When adding a new patient - it’s all the same steps as adding a “regular” new patient, but choosing their location will be required.