Managing Locations
Locations are a key component of most Allied Health businesses and all practice management software has the concept of Locations although they sometimes use a different name
Practice Management Software | "Locations" are referred to |
Nookal | Location |
Cliniko | Business |
When you first start your business you will typically have one location. As your business grows, more locations will be added.
Types of Locations
In our experience we have seen locations created for the following reasons:
- Legitimate additional clinic location (the most common)
- 'Home Visit' and/or 'Telehealth' locations to seperate the out-of-clinic appointments
- Seperation by profession (EG: exercise physio 'location' and physiotherapist 'location' in the same physical space) or by some other important business distinction like 'contractors' to seperate them from the employees for reporting reasons.
Managing Locations in The BOS
Locations are not created in The BOS, they are created in your PMS
The BOS reads location data from your connected PMS (EG: Nookal or Cliniko) and keeps a reference to the locations it finds. Therefore if you want to add a new location or remove an existing one then you need to do this in your PMS and then The BOS will update after it detects the changes you have made (At least daily but often much sooner).
Nookal requires you to specify each location an API key is for. If you create a new location you will need to use Nookal settings page to update the API key to "see" the new location.
Managing Location Settings
The Tenant Administrator can update some settings on each location:
Setting | Description |
Short Name | The shortened version of location name. EG: 'Gold Coast Performance Centre' could be 'GCPC'. Mainly used in places where long names wouldn't fit like Mega Report Dropdowns. |
Is Home Visit | Identifies the location as a 'Home Visit' location meaning that you are seeing clients at the clients address, not the clinic address. Currently used for Travel Report. |
Position in Organisation | Where this location fits into the company Org Chart. EG: You may have a 'clinics' division containing all in-clinic locations and a seperate 'home visits' location, thus allowing you to report on a 'combined all clinics' while excluding home visits. NOTE: Currently can't be changed via this settings page (coming soon!) |