Adding & Changing Location Pods

Location Pods allow multi-location practices to create subgroups of data (locations), each with its own totals. To setup location pods, click on the gear icon at the top left of your screen, and select Practice Management.

Then click on Location Pods on the left-hand menu.

Click on Create New Pod then enter a name and select the locations you want to include, for example the Pod named Southern Practices might include Bedrock and Hollyrock locations. Click Save.

To change or update your location pods, simply click on Edit, then rename or change the locations included by checking/unchecking the check boxes.

When selecting a location, you can now select the pod you’ve created.  All charts, reports and summaries will now reflect the totals from all locations that are included in this pod.