A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

Use the Locations setup page to link Census locations to their location counterparts in your Practice’s outpatient EHR/EPM. You must have a Location set up in order to turn on Tickets. See HOW-TO GUIDE – Administration – EHR Setup – Tickets for more information. 

Manage Locations

1. From the Administration Section, hover over the EHR Setup View and click Locations.  


2. Existing Locations will appear on the right side of the screen. 


1. EHR LOCATION: The name of the location in the outpatient EHR/EPM.

2. CENSUS: The existing Census name in HybridChart. This is created in Census tool in the Settings view of the Administration section.

3. EHR CODE: This is the ID number assigned to the EHR location in the outpatient EHR/EPM.  

 

3. To edit the name of the EHR Location, hover over the name and click EDIT.

    Type the updated name into the box and click SAVE.


4. To edit the EHR Code, hover over the code and click EDIT.

     Type the updated code into the box and click SAVE. 


Add a Location

You may wish to add a Location when there is no existing Census. This allows Billers who use Tickets to adjust the Location during the ticketing process without creating unnecessary Census lists.

1. Type the name of the Location in the LOCATION NAME field and type the EHR Code in the LOCATION CODE field. Then click ADD.