How do I create Clinic Locations? How do I create a Patient Activation by Location report?

Organizations with multiple locations can use Clinic Locations to help organize and track Homestretch use by clinic.

Specifying a new location for a therapist (Clinic Admins and Clinic Managers only)
On the "Staff" page, when creating new staff or editing existing staff, one of the drop down menus, "Clinic Location", allows users to specify which clinic the therapist is using. For organizations with one location, or organizations that choose not to set up this feature, they can just skip this step. The default for clinics not using this feature is always "No Location Selected"




Specifying a location for a new patient
On the Create New Patient form, one of the drop down menus, "Clinic Location", allows therapists to specify which clinic the patient is using. For organizations with one location, or organizations that choose not to set up this feature, they can just skip this step. The default for clinics not using this feature is always "No Location Selected".




Creating New Locations
Please note: Only a Clinic Admin can add or modify clinic locations.
  1. Start by clicking on the Clinic Settings tab, then click on the "Clinic Locations" link towards the top of the page
  2. Click "Add a New Location"
  3. Enter the name of the location, and press "Save" 
  4. That's it. You can add as many locations as you'd like, and modify or delete locations anytime.


 

Running a Patient Activation by Location report
Please note: Only a Clinic Admin can run a report. 
  1. Start by clicking on the Clinic Settings tab, then click on the "Clinic Locations" link towards the top of the page
  2. Next to the "Generate CSV Report - Patient Activation By Location" bar, specify the start and end dates for your report, then press "Go"





  • Feedback and Knowledge Base