Assigning Scheduling Locations to Clients

The client manager can assign scheduling locations to clients, if they are not automatically synced from ProviderPro based on billing cost center.

To assign a scheduling location to a client:

Task:

1. Select Clients from the menu and then enter the name of the client you want to update in the Search box.
   

2. Select the card of the client you want to assign locations to.
   

   Step Results: The client's card opens.

3. Select Add on the Scheduling Locations card.
   
   

   Step Results: The Scheduling Locations pop-up opens.

4. Select the scheduling location(s) for the client and then click Save.
   
   

5. Select the minus sign next to a scheduling location to remove it from the client.
   
   

   Step Results: A confirmation window opens.

6. Click Yes to remove the scheduling location.

• ZendeskStaffScheduling.5.log-1177353962.zip4 KB