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How to add locations/room numbers to your organization
How to add locations/room numbers to your organization

If you travel to different locations doing sedation here is how to add those locations to your organization so they can be charted on Xchart

Miranda Moquist avatar
Written by Miranda Moquist
Updated over 4 months ago

Step by Step instructions to adding a location:

  1. Go to Xchart.com and login to your account.

  2. From your dashboard navigate to the "locations" tab on the left side of your screen.

  3. Select "Add new location"- This is where you can add the name and address of the location you are going to.

  4. Once this location is added from the dashboard, when you go to create a new patient in Xchart it will ask you a "location" and this new location will be an option to select for the selected patient.

How to add room #'s or operatories to any given location:

If you work out of one location but you want to denote the operatory or room number the surgery will be performed in, you can do it as per the following:

  1. Have your location created already within your Xchart account (instructions shown above)

  2. From the dashboard, navigate to the "locations" tab on the left

  3. On the location you would like to add rooms or operatories to select "Add a room"

  4. Fill out the room number accordingly and add description if needed.

5. Click "Save" to finalize and save your new location addition.

6. Repeat the above steps if you desire to add multiple rooms to the same location.

NOTE: Only admin and providers have the capabilities to add and remove locations from the organization.

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