Manage locations

The Locations panel holds address information for each location within a group or facility. Group and facility records can have as many locations as needed. Once a location is entered, additional information can be entered regarding the location on the various panels discussed later. You can add, update, export, and archive location records.

To add a location to a group or facility, complete the following steps.

  1. Go to providers and select groups or facilities.

  2. In the Search area fields provided, enter the appropriate criteria and/or set the status to Active, All or Archived, then click Search.
  3. In the Search results grid, click the grid line of the group or facility to which you want to add location information.
    • The Demographics panel is selected by default.
  4. Select the Locations panel.
  5. In the fields provided, enter new information.
    • Autofill fields

      When you type the first three characters in the address or ZIP Code fields, you can select from a list of options or continue typing.

      • Addresses: All active address in symplr Payer that start with the same three characters appear. If you select one of the addresses from the list, the rest of the address will autofill.

      • ZIP Codes: Any ZIP Code that contains the same three-digit sequence of numbers appear. If you select one of the addresses from the list, the city, county, state, ZIP Code, and country will autofill.

  1. When complete, on the Action/Status bar, click Save.

  2. Optional. Once you have saved the new location record, you can add contact information and linked locations.

To update location information, complete the following steps.

  1. Find the location record being updated.
    • The Demographics panel is selected by default.
  2. Select the Locations panel.
  3. Once the location grid line is selected, update any information in the record which requires it.
  4. When complete, on the Action/Status bar, click Save.

To export location information, complete the following steps.

  1. Find the specific group or facility containing the location information you want to export.
    • The Demographics panel is selected by default.
  2. Select the Locations panel.
  3. On the Action/Status bar, click Export.
    • If using Chrome or Safari, the .csv file is automatically downloaded.
    • If using Firefox, a dialog box will appear asking what you want to do with the .csv file.
    • If using Internet Explorer, a message will appear asking if you want to open or save the .csv file.

When a location record is no longer needed, it is recommended that you archive the record rather than deleting it in order to maintain a complete history that is available for auditing. A record may not be needed today, but archiving it ensures that it is available if needed in the future.

  • For information on how to archive a record, grid line, reference type or image, see the Archiving overview topic.