Locations added in the Locations Manager tab within Practice Manager will be available as selectable options in the client profile. This guide will show you how to add a specific location for a client. 

Click here to learn how to setup Locations for your practice. 

Select the Pencil Icon on the client profile to open the Client Profile Editor. 

Navigate to the Financial & Insurance Info tab.

Scroll to the Practice Location field. 

Click on the box to open the dropdown list, and select the desired location for this client. 

IMPORTANT: The location added here will automatically populate Box 33 on the claims for this client.

Once the Location is selected, scroll to the bottom and select Save Changes. 

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