Adding locations to your SPC. To do so, come to your left hand navigation menu, scroll down to Configuration and select Locations. We can see we have four locations already added. We can see their name, the address of each. Let’s go ahead and create a new one. To do so, click on Add Location on the right hand side of our search bar, add the name of this location. In this case, it’s going to be Crystal Clear Medical Office – Newport Beach. Our abbreviated name is CCNB. If this is a primary location, leave this as is. If not, go ahead and check it off. If it’s managed, mean you guys accept cash, keep this on. If not, go ahead and mark it off. It’s simple to toggle between these. Just click for yes or no.

Then let’s add our address. In this case, it’s 620 Newport Center Drive. In the Address 2, it is Suite 1100, so one one zero zero. Our country is United States. I can scroll or simply type in United States. Click on that and then let’s go ahead and choose our state or province. In this case, again, we can scroll or type in CA for California. Then type in our city, Newport Beach, and our zip or postal code. In this case, it is 92660. For contact information, we can add our phone number, as well as our website, and then the company’s email address.

If we scroll down below our contact information, we’ll see that it’s now time to add additional information. So let’s go ahead and add our Employee ID number, our NPI number, and then our Location Tax Rates. I’ve already configured our tax rates, so all we have to do is click in here and choose our Sales Tax, which is 7%. I can also click on Manage Tax Rates to the right hand side here. Then I can add a POS code if you’re using Bluefin, as well as the Location Type, which in this case is an office. Now we can scroll down and we can add our hours of operation. And this is entirely optional. So if you want to go ahead and do that, simply click on the clock icon. We can use these up and down arrows or else simply click on the hour and choose the correct one. And same is true for the minutes.

Now let’s add our closing time for Sunday. Again, we can use those arrows or simply click in the hour or minute to alter that, but don’t forget to use the AM and PM toggle to choose the right one. Deleting it is very simple. Simply click in the field and press Delete all the way through. Let’s go ahead and set Monday. So we’re going to work from 8:00 AM to 5:00 PM and again, don’t forget to add that toggle. Maybe on Tuesday, we work from 9:00 AM to 6:00 PM. Don’t forget to toggle between AM and PM to find the right one. Let’s say we have Wednesdays off. Thursday, we work from seven o’clock to 4:00 PM.

Once we’re done adding our hours of operation, go ahead and click on Save. And now we can see that Crystal Clear Medical Office – Newport Beach has been added. We have our address right next to it. Do keep in mind, you have to be an admin to access these features. And that’s how you add a location in your SPC. Simple as that.