Archive an office | Update an office
Practice groups change over time, and you must update your EHR to reflect those changes—for example, when you move to a new location. When you remove a provider from a practice group, the office remains in the system. If an office is listed under that provider’s name, update the provider and/or office name, or archive the office if you no longer need it.
When you archive an office, all appointments associated with that office are also archived. If you’d like to keep those appointments active, transfer them to another office before archiving. Archiving is not permanent—you can undo it at any time to restore the office and its appointments.
Archive an office
You can archive an office on the Manage Offices page.
- Select Account > Offices.
You see a list of your active offices, their locations, phone numbers, facility codes, number of exam rooms, and online schedule settings.
- Select Archive.
Your archived offices appear below under Archived Offices. To restore an office, select Unarchive. Any existing appointments associated with an archived office will be unarchived when the office is restored.
Update an office
On the Edit Office page, you can update office details like the name, primary provider, address, number of exam rooms, and operating hours.
- Select Edit to the right of the office you want to edit.
- Select Save at the bottom of the page.
