Revision as of 18:32, 12 July 2019

Locations Screen

The Locations screen provides the following tabs for location setup:

• Locations
• Location Groups
• Departments
• Properties

Locations Tab

Employer locations often operate quite independently of each other, utilizing separate information systems, defining their own job classes and departments, and even determining plan and payer product availability. The Locations tab allows you to set up locations for the case.

Locations Tab – Elements

Location Name 

Enter a name for the location.

Location Code 

Identify the code assigned to this location (optional.)

Location Logo 

Upload a logo to attach to this location. Click Browse to choose the location of the file.

Address 

Enter the mailing address associated with the location.

Copy a Location 

Click the down arrow to select a location from all locations in the case.

Enrollment Site Theme 

Select a theme from the drop-down list for the location. You must also select Use location information as employer name for the theme to display for the specific location.

Upload Locations 

Click the down arrow to upload the standard template for the location selected. The template includes location codes and addresses for the specified location.

Common Buttons

New 

Click to add a new location.

Save 

Click to save any selections or updates made to the location group information.

Delete 

Click to delete the currently selected location.

Cancel 

Click to cancel all changes.

Export 

Click to export the location information to a configuration file.