What is the context?
Meddbase is capable of managing multiple sites with several locations (or rooms) per site.
What Is the purpose of this article?
This article will guide you through how to create a new site and add locations within a site, where to view these sites and locations; how to mark your favourite sites.
- Where can I find my sites?
- Adding a site
- Adding Locations
- Where can I see sites and locations in Meddbase?
- Favourite sites
Please note: Access to the Site Management management tile is governed by the Can Modify Company Sites permissions on the Default Company Policy.
Where can I find my sites?
To navigate to the Site Management tile, you will need to go to Admin > Site Management. From here you will see your sites listed.
Adding a site
Take the following steps to add a new site:
- From the Start Page, click on ‘Admin’
- Go to ‘Site Management
- Within the Site Management page, Expand ‘Sites’
- Click ‘+New Site’
- Name this site and fill in any relevant details (e.g. Address, Email, Comments)
- And save.
The contents of the Comments field can be pulled directly into your emails and templates. Comments can be used for displaying site-specific instructions such as details of where the clinic is located.
Adding Locations
If you operate a clinic with multiple rooms then you may wish to specify locations for appointments.
To add a new location, take the following steps:
- From the Start Page, click on Site Management under the ‘Admin’ tile
- Expand a Site
- Click on ‘+New Location’
- Give this a name and any comments if applicable.
- Finally, click 'Save'.
Where can I see sites and locations?
Sites and locations are now visible when creating availability in Site Scheduler on a Clinician's Record, where you can set availability for clinicians' schedules at different sites and locations.
You can view sites from the Side by Side Scheduler, Slot Finder or the Room tile.
Favourite sites
It is now possible to favourite sites. This is particularly helpful if you run clinics across multiple sites where you will be able to choose to book an appointment from your favourite sites more easily than having to scroll and locate them in a list.
Please note: Your default site will always appear top of any list, followed by your favourite sites.
How to set a favourite site
To set your favourite sites, from the start page go to Settings > Preferences. Then Select Favourite Sites and select your choices from the list. Once you have completed this step, press save.
Where can I see my favourite sites?
Your favourite sites will be visible when interacting with the setting of sites for actions such as Site Scheduling (Creating availability for a clinician), Navigating the Side-By-Side scheduler; booking an appointment in the Slot Finder and Booking an appointment via Rooms.
Site Scheduler:
When creating sessions in the Site Scheduler, you will be able to view your default site, favourite sites followed by other sites in the drop-down.
Side-by-side scheduler
In the side-by-side scheduler, when navigating to different sites, your favourite sites will be located at the top of the list.
Slot finder
When booking an appointment via the slot finder, your favourite sites will be shown in Bold and marked with a ★.
Review date
This article was last updated on 26th November 2024.