Creating Multiple Locations
You can easily create locations for all of your stores, labs, and distribution centers and then set up a default location for each provider. When you have multiple locations set up in OfficeMate, you can maintain vendors and lab interface integrations at each location. This topic outlines the features available to you when you are using a centrally-managed business model.
Feature |
Shared Application Availability |
---|---|
Home office/administrative location |
ü |
Multiple store locations |
ü |
Lab locations |
ü |
Distribution centers |
ü |
Sales tax by location |
ü |
Insurance claim information by location |
ü |
HL7 integration by location |
ü |
VSP integration by location |
ü |
Default lab for locations |
ü |
Corporate logo by location |
ü |
General ledger location ID |
ü |
Set provider default location |
ü |
Vendor maintenance by location |
ü |
Setting Up Multiple Locations
You can set up the following locations within your multilocation application:
Administration: This location type can perform all setup functions, record adjustments to the ledger, receive payments, schedule appointments, process third-party insurance claims, create purchase orders, perform inventory functions, modify patient records, and create reports. This location type cannot perform end-of-day processes, create lab and Rx orders, create and edit fee slips, and record sales, although it can view lab and Rx orders.
Location: This location type can perform end-of-day processes, record adjustments to the ledger, receive payments, create lab and Rx orders, create fee slips, record sales, schedule appointments, process third-party insurance claims, create purchase orders, perform inventory functions, modify patient records, and create reports. This location type cannot perform any setup functions.
Lab: This location type can view lab and Rx orders, perform inventory functions, create purchase orders, modify patient records, and create reports. This location type cannot create lab or Rx orders, create fee slips, record sales, perform end-of-day processes, or perform any set up functions.
Distribution Center: This location type can view lab and Rx orders, perform inventory functions, create purchase orders, and create reports. This location type cannot create lab or Rx orders, create fee slips, record sales, perform end-of-day processes, modify patient records, or perform any setup functions.
After organizing your locations into a home office/administrative location, stores, labs, and distribution centers, you can set up the details of each location, such as sales tax rates, insurance claim information, HL7 integration information, VSP integration information, the default lab, corporate logo, and general ledger ID.
More Information
For step-by-step instructions on creating and setting up the details of all of your locations, go to Maintaining Locations for OfficeMate, and watch the video below.
Setting Up Providers’ Default Location
Since most providers report to the same location every day, OfficeMate gives you the ability to set a default location for each provider. Setting the default location reduces the risk of a provider logging into the wrong location in OfficeMate, while giving you the flexibility to have providers fill in at other locations, if needed.
More Information
For step-by-step instructions on setting up a provider’s default location, go to To modify or add provider information, and watch the video below.
Maintaining Vendors
When you are centrally managing OfficeMate/ExamWRITER, you can record the account numbers your vendors have assigned to individual locations. Since your vendors probably treat each location as a different customer, you can assign unique account numbers and routing orders to different labs. OfficeMate helps you keep track of all that information and prints it on purchase orders.
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.