Practice Administrator

PRACTICE ADMINISTRATION | MANAGING OFFICES |  10-MINUTE READ

After reading this article, you will be able to create new office locations in DrChrono, configure their basic information and work schedules, and manage the offices you have set up in your account.

Before You Begin

Overview

What an office record is in DrChrono, why it matters, and how it connects to scheduling, billing, and staff access.

What is an Office?

An office in DrChrono is a record for each location where your practice delivers care — whether that's a physical clinic, a telehealth visit, or an outside location like a hospital, skilled nursing facility, or ambulatory surgery center. Every appointment is tied to an office, so each location needs its own record before your team can begin scheduling.

Each office stores its own name, address, hours of operation, and—if your practice submits claims through DrChrono—the office also holds the billing credentials (NPI and Tax ID) for that location, if unique. This ensures claims are submitted with the correct information for wherever your providers are seeing patients.

Creating and Configuring an Office

In practical terms, an office record controls the following:

• Basic information — the name, address, phone number, and time zone that appears on patient-facing documents and claims
• Work schedule — the days and hours during which appointments can be scheduled at that location
• Billing information — the NPI, tax ID, and payer-specific details associated with that location for claim submission (the NPI and Tax ID pulls from the provider's profile by default but can be overridden by office if the credentials are unique per location)
• Online schedule — whether patients can self-schedule at that location and how that scheduling widget is configured
• Exam rooms — the physical rooms available for scheduling at that location
• Staff access — which staff members are restricted to or associated with that location

If your practice operates out of a single location, you will have one office. If you have multiple locations, each should have its own office record — they should never be combined into one, as doing so will cause scheduling, reporting, and billing to reflect inaccurately.

Helpful Resources

The following DrChrono knowledge base articles cover offices and related configuration in more detail:

Offices

• Create Offices
• Edit Basic Office Information
• Edit the Office Work Schedule
• Edit the Office Billing Information
• Set Up the Office Online Schedule
• Archive Offices

Facilities

• Create Facilities
• Edit Facilities
• Archive Facilities

Related

• Office Setup and Management
• Restrict Staff to an Office
• Where Can I Find My DrChrono Office ID?
• I'm Moving My Office Location — What Do I Need to Do?

What Happens Next

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