Using Teams and Locations

Using Teams and locations, you’ll be able to filter insights reports by a team or location. This is helpful for practices who have multiple teams and/or locations. 

Note: This feature is currently in testing, if you’d like to try it please reach out to your account manager.

Note: This is available for Partners on the Practice Advanced plan.

• Teams
• Locations
• Filtering using Insights

Teams 

You can create a team by:

1. Navigating to Teams and then Team.
2. Click the green Create a team button.
3. Enter a team name and select which colleagues are team members. 
4. Click Create. 

Note: Colleagues can be added to multiple teams.  

If you’d like to delete a team, you can do so by:

1. Navigating to Teams and then Team.
2. Click the Delete button next to the team you’d like to delete. 
3. Confirm you’d like to delete the team by clicking Delete. 

Locations 

You can create a location by: 

1. Navigating to Teams and then Locations.
2. Click the green Add location button.
3. Enter the name of the location. 
4. Click Create. 

To add a colleague to a location: 

1. Navigating to Teams and then Colleagues.
2. Under the colleague you’d like to add a location to, select the location from the dropdown menu. 

3. (Optional) if you need to add a location, you can also type a new location into the search bar from the dropdown menu and click + Add “New location”.  

Note: A colleague can only be added to one location. 

To delete a location: 

1. Navigating to Teams and then Locations.
2. Click the Delete button next to the location you’d like to delete. 
3. Confirm you’d like to delete the location by clicking Delete. 

Note: You can also bulk delete locations by selecting the locations you’d like to delete using the checkbox, and then clicking Bulk delete. 

Filtering using Insights

To filter by a team or location: 

1. Navigate to Insights. 
2. Click the Filter button and select the Teams or Locations you’d like to see from the dropdown menus. 
3. Click Apply.