Creating Multiple Locations
You can easily create offices for all of your locations and then set offices for each provider, staff member, and office resource. When you have multiple offices set up in Encompass, you can set available labs and maintain contact lens ordering, credit card processing, and third-party billing integrations for each location.
- Setting Up Multiple Locations
- Selecting Offices for Providers, Staff, and Office Resources
- Maintaining Integrations
- Integrating with Labs at Locations
|
Feature |
Shared Application Availability |
|---|---|
|
Home office/administrative location |
ü |
|
Multiple store locations |
ü |
|
Lab locations |
ü |
|
Sales tax by location |
ü |
|
Insurance claim information by location |
ü |
|
ü |
|
|
VSP integration by location |
ü |
|
Default lab for locations |
ü |
|
Corporate logo by location |
ü |
|
General ledger location ID |
ü |
|
Set provider locations |
ü |
|
Vendor maintenance by location |
ü |
|
Lab interface integration by location |
ü |
Setting Up Multiple Locations
More Information
For step-by-step instructions on creating and setting up the details of all of your locations, go to Setting Up Office Information.
Selecting Offices for Providers, Staff, and Office Resources
You can assign offices to each provider, staff member, and office resource in your company.
More Information
For step-by-step instructions on setting up providers, staff, and office resource, go to Setting Up Your Resources (Providers, Staff, and Office Resources)
Maintaining Integrations
When you are
More Information
For step-by-step instructions on maintaining vendors at multiple locations, go to To add or modify vendor location settings, and watch the video below.
Integrating with Labs at Locations
The Lab Interface exports lab orders from OfficeMate locations in a format that is compatible with lab management systems, allowing you to send orders to various labs quickly and correctly. OfficeMate also gives you the ability to submit lens orders electronically to your internal labs. Electronic lab orders are fast and reduce miscommunication between your stores and your labs.
More Information
For step-by-step instructions on using the Lab Interface at multiple locations, go to Setting Up the Lab Interface.