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Require a Patient, Provider, and Location Assignment

Written by Alex Loeb

Requiring a Provider Selection

To require a provider selection for all patients, you can follow the steps below.

1. Navigate to Admin > Providers & Patients > Patients

2. Turn on "Require Provider selection for every patient."

  • This will require a provider selection upon online sign-up or if your staff adds a patient manually.

Verify or Require Provider Selection in Online Signup

  • If you would like to require that only certain providers are selected under online sign-up, you will want to follow the steps below.

    1. Navigate to Admin > Providers & Patients

    2. Select Edit next to the provider you would like to update on your sign-up page

    3. Toggle the provider's Online Signup settings On or Off, depending on whether you would like them available as a selection when patients are signing up.

    4. Select Save

    4. Navigate to Admin > Online Signup > Global Settings

    5. Scroll down to Settings, then Collect Provider, and select Require

Requiring a Location Selection

If you want a patient to have a location assignment, you can make this a requirement by following the steps below.

  1. Navigate to Admin > Providers & Patients > Patients

  2. Toggle On "Track patients by location."

  3. Toggle On "Require location settings for every patient."

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