Adding an Office in Practice Mate and EHR 24/7

Offices allow you to organize your staff, schedules, documentation, charges, and more by associating them with a specific location. If you need to add a new Office location, you can do so through the Manage Office tab in either Practice Mate or EHR 24/7.

Steps to Add an Office

1. Log in to Practice Mate or EHR 24/7.

2. Navigate to the Manage Office tab.

3. Under List Maintenance, click Offices.

4. Click Add New.

5. Under the Office Information tab, enter information in the required Office Name, Address, City, State, Zip, and Time Zone fields. All other fields are optional.

6. Click Update to save.

Once saved, your Office locations can be selected in multiple locations throughout Practice Mate and EHR 24/7.  

Offices can be edited at any time, but if deleted, all associated data will not be associated with an Office location, and some data like scheduled appointments may no longer be accessible. Deleting an Office, therefore, should only be done after careful consideration of how the action will affect stored data.