You can create and set up offices from the General Management Offices page. On the initial page, enter the basic office details, including the office name, address, phone number, office hours, and exam room information. This is the minimum information required to create an office.
👉 For additional setup for work schedules, billing, online scheduling, providers, and eRx, refer to Edit Offices.
Create an office
- Select Account > Practice Management > General Management > Offices.
- Select Add Office to open the Add Office side panel.
- Enter the office name, select the primary provider, and complete the office information.
The scheduling process always uses the provider selected in the provider dropdown, taking precedence over the primary provider set in Offices. For example, if Dr. A is selected in the dropdown, Dr. A will appear throughout the scheduling process—even if Dr. B is listed as the primary provider in Offices.
- Primary Provider: The primary provider is the provider listed on the appointment when booked through the scheduling widget during online scheduling.
- Facility Name: The facility name appears in HCFA box 32 and UB-04 box 2. If left blank, the office name appears in those form boxes.
- Office Phone: Select Validate to validate the office phone number. The office phone number appears as the call-back number in text and email reminders.
- Set the office hours.
- Enter the number of exam rooms and exam room names, and select the optional checkboxes.
- Allow online scheduling: Enables online scheduling for this exam room (through OnPatient or the scheduling widget). When patients schedule appointments, they show up in DrChrono. To learn how to edit online scheduling settings, refer to Manage Offices.
- Exclude from meaningful use: Excludes this exam room from meaningful use.
- Archive from calendar: Archives this exam room from the calendar.
- Select Add Office.
The newly set-up office appears in the office list.
