View & Edit an Individual Locations

• Select a Location Status list from the left navigation bar.
• Find the location (2 methods)
  • Enter search information in the search bar located in the top right corner of your screen,
  • or Scroll through the list to find your location.
  • View & Edit Location Information
    • Click on the Information icon located in the Action column on the right side of your screen (to the right of the Status button).

Edit and Save Location Information.

• All information can be added, changed or deleted except for the Customer ID.
  • NOTE: The Customer ID Cannot be changed.
• When changes are complete, click on
  • • Click here for detailed instructions on the features located on this page.

View & Edit Individual Location Details

• Click on the View Details icon ( ) located in the Action column located on the right side of your screen (to the right of the Status button).
• Location contact information cannot be changed on this page. Go to the location’s Info Page to make any changes to this information.

Add Atlernate Contact

• Click on the Add Alternate Contact button
• Enter all information in the popup box.
• Click on Save.
• The Alternate Contact information will now appear on the location’s Details page.

Customer Third Parties

• Click on the Add Third Party
• Enter all information in the popup box.
• Click on Save.
• The Third Party Contact information will now appear on the location’s Details page.

Contact Information

• Click on the option that applies to this contact.
• Optional: Add a contact note.
• Click on Save.
• The Contact Information will now appear on the location’s Details page.

Set Reminder

• Note: This is where you will set up appointment reminder texts and emails.
  • If you have scheduled the appointment through Text Scheduling, this form will be filled out automatically.
• Confirm the Appointment Reminder information is correct.
  • • Click on Save to activate the automatic reminder texts and/or emails.

Communication Center

• Emails & Texts
  • • Note: This is where you will create, save and send custom emails and texts.
    • Click here for detailed instructions on this feature.
• e-Documents
  • • Note: This is where you will send documents needing signatures to your customer.
    • The customer can use the Claims Scheduler app to view, sign and return the document to you.
    • Click here for detailed instructions on this feature.
• Contact Info
  • • Note: This is where all contact notes are saved and displayed.
    • Click on the View icon ( ) to see the full Contact note.
• Appointment Info
  • • Note: This is where you can edit or delete the appointment date and time.
    • Click on the Edit icon ( ) .
    • Change the appointment information.
    • Click on the Save button.
    • The customer will be sent a text with the updated appointment time.
    • Click on the Delete icon (X) to delete this appointment date and time.
• Reminder Info
  • • Note: This is where you can edit or delete the appointment Reminder date and time.
    • Click on the Edit icon ( ) to change the appointment reminder date and time.
    • Change the appointment reminder information.
    • Click on the Save
    • Click on the Delete icon (X) to delete this appointment date and time.
• Exporting Locations:
• • • Click on Locations.
    • From any of the location databases (All, In-Active, Active, Unscheduled, Scheduled, Completed or Deleted), Click on the Select All Items button located in the top right of the screen.
    • Choose which locations you want to export and then click on the Select Action
    • When the popup appears, select Export To Excel and click on Submit.
    • Choose a location on your computer or mobile device to save the spreadsheet.