Manage Multiple Locations

If your practice operates from more than one location, DPC Pro lets you manage all of them from a single account with location-specific settings.

Some DPC practices serve patients from multiple offices, such as a main clinic and satellite locations, or shared spaces on different days of the week. If you are configuring locations for the first time, see setting up your practice. DPC Pro supports multiple locations within each practice, each with its own address, phone number, email, and operating hours. Scheduling, reporting, and patient records can all be filtered by location.

Each location belongs to a specific practice. If your organization has multiple practices (business entities), each practice manages its own set of locations independently.

Add a Location

To add a new location to your practice:

Navigate to Settings → Practice Settings for the practice you want to update.
In the Locations section, select Add Location.
Fill in the location details:

Field	Description
Name	A descriptive name for this office (for example, “Main Office” or “Downtown Clinic”)
Street Address	The street address, including suite or unit number if applicable
City	City
State	State
ZIP Code	ZIP or postal code
Phone	The phone number for this location
Email	A contact email for this location
Primary Location	Check this box to make this the default location for the practice

Select Save.

Edit a Location

Navigate to Settings → Location Settings for the location you want to update.
Modify the fields as needed.
Select Save.

Assign Providers to Locations

Providers are not assigned directly to locations. Instead, providers are assigned to practices through practice assignments, and their schedule templates determine which locations they work from on specific days.

To set up a provider’s availability at a specific location:

Navigate to Schedule → Schedule Templates.
Create or edit a schedule template for the provider.
Set the Location for each time block within the template.

This approach supports flexible arrangements such as:

A provider who works at Location A on Monday/Wednesday and Location B on Tuesday/Thursday
A provider who splits a single day between two offices
A provider who rotates between locations on a weekly or monthly schedule

Practice Assignment Settings

Each provider’s practice assignment includes scheduling settings that apply across all locations within that practice:

Setting	Description
Default Appointment Duration	The default length for this provider’s visits (in minutes)
Max Patients Per Day	An optional daily cap on the number of visits (leave blank for unlimited)
Accepting New Patients	Whether this provider is currently accepting new patients

To modify these settings:

Navigate to Staff and select the provider’s name.
Select Edit next to their practice assignment.
Update the scheduling settings.
Select Save.

Location-Specific Settings

Each location has its own configuration for the following:

Operating Hours

Set the days and times each location is open:

Navigate to Settings → Location Settings.
For each day of the week, enter the Open and Close times (for example, 09:00 to 17:00).
Leave a day blank to indicate the location is closed.
Select Save.

Operating hours are used to validate scheduling. DPC Pro prevents visits from being booked outside of a location’s operating hours.

Contact Information

Each location can have its own phone number and email address, separate from the practice-level contact information. This is useful when patients need to reach a specific office.

Address and Map Data

Location addresses support geocoding for map display. When you enter an address, DPC Pro can store latitude and longitude coordinates and an optional Google Place ID for accurate map embedding on your public website.

Filtering by Location

Throughout DPC Pro, you can filter data by location to focus on a specific office.

Schedule

When viewing the appointment calendar or list:

The location for each visit is displayed alongside the provider and time
Schedule templates are set per-location, so availability automatically reflects which location a provider works from on a given day

Staff List

The staff list can be filtered by practice. Since providers’ schedules determine their location assignments, you can see who is working at which location by reviewing their schedule templates.

Reports

Billing and operational reports scope to the currently selected practice. Within a practice, data from all locations is included by default. Location-level breakdowns are available within the report views.

Patient Location Assignment

Patients in DPC Pro are associated with a practice, not directly with a specific location. This means a patient who belongs to your practice can visit any of your locations.

How Location Appears on Patient Records

Visits are tagged with the location where they take place. When you schedule a visit, you select both the provider and the location.
Membership enrollment is associated with the practice, not a specific location.
Clinical notes are linked to a visit, which carries the location context.

Cross-Location Visits

Patients can visit any location within their practice. There is no restriction on booking at a location different from where they usually go. The visit record captures which location was used.

Deactivating a Location

If a location closes permanently or temporarily:

Navigate to Settings → Location Settings for that location.
Deactivate the location.

Deactivating a location prevents new visits from being scheduled there but preserves all historical records. Past visits, notes, and billing data associated with the location remain accessible.

Need Help?

If you need help managing multiple locations, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.