Overview
Adding locations to OneSpot gives you quick, centralized access to key details as you work through aging claims. Storing location information within OneSpot ensures everything you need is easily accessible in one place, helping you work more efficiently and stay organized. Once the location is created, you can easily add and store location IDs.
Note for RevolutionEHR Users:
- If you are using RevolutionEHR, locations are automatically imported from RevolutionEHR > Admin > General > Locations. The import includes name, address, phone, fax, group NPI, tax ID, and status. These details cannot be edited directly in OneSpot; instead, they must be managed in RevolutionEHR. OneSpot will update this data during the nightly sync. If you need it refreshed sooner, refer to the RevolutionEHR - Create OneSpot Connection documentation for instructions.
Add Locations
1. Navigate to Admin > Locations.
2. Select + (Add Location) in the right-hand corner.
3. Complete the Location Information fields.
4. Select Save. View the "Add and Manage Additional Location IDs" documentation for more information on configuring the Additional Provider IDs field.
Documents, Notes, and History Tabs
Documents Tab: Upload, view, and location-related documents.
Notes Tab: Add internal notes—track timelines, issues, or important details.
History Tab: View a log of changes made to the location data.
Update Location Status
To deactivate or activate a location, select the deactivate or activate icon in the Status column. Although locations cannot be permanently deleted from OneSpot, deactivating them removes their information from the list of active locations.