How to add a new Location

Navigate to Admin > Locations and Rooms > Locations and Rooms Manager.
In the Locations and Rooms Manager screen, select New and populate the details.

Location Details

Full Name: displayed in location box where appropriate in HealthTrack.
ID: automatically assigned to a location in HealthTrack.
Short Name: location name which appears in the diary.
Location Type: select from the drop-down list of location types. The characteristics of these location types are outlined below:

	Diary	Billing	Clinics	Hospital Lists	Clinical Records
Standard	Yes	Yes	Yes	No	Yes
Hospital	Yes	Yes	Yes	Yes	Yes
Clinic	Yes	Yes	Yes	No	Yes
External	No	Yes	No	No	Yes

Diary Display Order: where the location should appear in the diary. For example, a 'main' location should appear as '1', meaning that it would be first on the 'Selection A Location' list and would also appear first in the diary.
Banking Information: location banking details and information displayed on associated invoices/receipts.
Invoice Customisation: provides options to customise details on invoices/receipts.
Is Visible: if this check-box is ticked, the location will be visible throughout HealthTrack.
Restrict Viewing/Billing Access to Location: these check-boxes can be ticked to restrict viewing and/or billing access to the location.

For further information on restricting access to locations, review our How to restrict user access to a Location article.

Adding a New Room

Select the location, choose Edit and click New Room.
Populate the Room Details (i.e. Room Name, Phone, Default MO, LSPN, Default Booking Type).

You can also set the working hours of the room by ticking the 'day' check-boxes and updating the Opening and Closing times. Selecting Reset All Days to Defaults will revert it back to a default set in HealthTrack.

After all details have been populated, select Save .

HealthTrack will need to be restarted for any changes to Locations and Rooms to take affect.