Configure Brands for Locations

Brands are used by the practice to group locations and identify them as a single entity. To add or configure brands, perform the steps below.

• Navigate to System Menu > Practice Settings > Locations > Brands.

• Click +Add New.

• Enter the required Details. Check below for a description of the items.
  1. Short Name: Enter a short name to identify the brand.
  2. Group Name: Enter a name for the grouping.
  3. Contact Details: Enter contact information such as Address, Zip, State, Email, Phone Number, and Website.
  4. Add Locations: Select the required locations to add to the brand.

Note: A location can only be part of one brand.

• Click Save.

• You will receive a toast notification as 'Brand added successfully'.

• Once you save the details, the Assets tab will be accessible. To edit the Assets section, click Edit.

• Upload a Logo by drag and drop option or click Browse to upload from the computer.
• Add Links for the social media platforms of the brand such as Facebook, Instagram, etc.
• Click Save.

• To edit the settings of a brand, select the brand from the grid.

• Select the required tab > click Edit. 

• Make the required changes as needed. 
• Enable branding for Patient Portal or Kiosk by selecting the corresponding checkboxes on the Details section.
• Click Save.

To delete a brand, perform the steps below.

• Select the intended brand(s) > click Delete.

• Click Delete on the confirmation modal.

• You will receive a toast notification as 'Brands deleted'.

Practices can use this simple guide to manage brands in CareStack in a resourceful manner.