If your practice operates across more than one clinic, DigitalPatientChart lets you move between locations from a single login — without logging out, switching accounts, or losing work in progress. This guide covers every step of multi-location management in the EHR: switching your active location, setting a default at login, understanding role-based access differences, and troubleshooting when a location isn't appearing where you expect it.
What You Need Before You Switch Locations
Before you can change your active location in DigitalPatientChart, confirm the following:
- Your account has been granted access to more than one practice location by your account administrator.
- Each location has been added and activated in your organization's account settings (see How to Update Your Practice Address, Phone Number, and Business Hours on Medximity for profile-level setup).
- You know your role at each location — provider-level and admin-level permissions may differ per site.
DigitalPatientChart is designed as a chiropractic EHR for multi-location practice management, so the location switcher is available to all credentialed users whose accounts include more than one site. If you only see one location, your account may not yet be linked to additional sites — jump to How to Add a New Location to Your Account below.
How to Switch Between Practice Locations: Step-by-Step
Use these steps to change your active location in the EHR at any time during your session.
- Log in to DigitalPatientChart at your usual URL.
- Locate the Location Selector in the top navigation bar. It displays your currently active clinic name.
{{screenshot: Top navigation bar with Location Selector dropdown highlighted}} - Click or tap the Location Selector to open the dropdown list of all locations tied to your account.
- Select the clinic location you want to switch to.
- The page will reload scoped to the new location. Your dashboard, schedule, and patient list will update to reflect that site.
{{screenshot: Location dropdown showing multiple clinic options with active location checkmarked}}
The active location name will update in the navigation bar to confirm the switch. All subsequent actions — scheduling, charting, billing — will be attributed to the newly selected location until you switch again.
What You See Depends on Your Role
Different access permissions by practice location mean that two users at the same site may see different views. This is expected behavior, not an error.
- Providers (DC, PT, etc.): See their own schedule, their assigned patient records, and SOAP note queues for the active location.
- Practice administrators: See the full schedule for all providers at the active location, billing queues, and location-level reports.
- Front desk / staff: See appointment management and check-in tools for the active location, scoped to the permissions granted by the account owner.
If a colleague reports seeing items you do not, the difference is most likely a role permission rather than a system error. Contact your account administrator to review role assignments at that location.
Setting a Default Location at Login
To set your default office location so DigitalPatientChart opens directly to your preferred site each time you log in:
- Navigate to My Profile (click your name or avatar in the top-right corner).
- Select Account Preferences or Settings.
{{screenshot: Profile dropdown menu with Account Preferences option highlighted}} - Locate the Default Location field under Login Preferences.
- Choose your preferred clinic from the dropdown.
- Click Save.
On your next login, DigitalPatientChart will load directly into the location you selected. You can still switch to any other linked location at any time during the session.
How Location Switching Affects Open Charts and Active Appointments
A common question is what happens to open charts when switching locations. Here is how the EHR handles session state:
- Open SOAP notes or in-progress charts: DigitalPatientChart will prompt you to save or discard unsaved work before completing the location switch. Do not switch locations mid-chart without saving — unsaved data will not carry over.
- Active appointments: The appointment scheduler is location-scoped. When you switch, the schedule view updates to the new site. Appointments at your previous location remain intact and are accessible by switching back.
- Can you see appointments at multiple clinic locations simultaneously? Not within a single scheduler view — the schedule displays one active location at a time. To compare schedules across sites, use the multi-location reporting tools available to administrators. See also Scheduling Comparison: How DigitalPatientChart Simplifies Practice Scheduling.
Dashboards and Reports Are Scoped to the Active Location
Yes — reports do change when you switch office locations. Every dashboard widget, patient visit report, billing summary, and productivity metric reflects the currently active location only. This includes:
- Daily and weekly visit counts
- Outstanding balances and claim statuses
- Provider productivity metrics
- New patient intake numbers
To pull a report that spans all locations, use the All Locations filter available in the Reports module (administrator access required). Standard provider-level users will see single-location data by default.
Switching Locations on Mobile
Switching clinic locations on the DigitalPatientChart mobile interface follows the same logic as desktop, with a slightly different navigation path:
- Open DigitalPatientChart in your mobile browser or the app.
- Tap the menu icon (three lines) in the top-left corner to open the navigation drawer.
{{screenshot: Mobile navigation drawer open, with Location Selector visible near the top}} - Tap your current location name at the top of the drawer.
- Select the target location from the list.
- The app reloads scoped to the new location.
Save any open notes before switching — the mobile app applies the same save prompt as the desktop version, but on smaller screens the prompt can be easy to miss.
Troubleshooting: Location Not Appearing in the Switcher
If a location is missing from your switcher dropdown, work through these checks in order:
- Confirm the location is active. A location must be set to Active in account settings before it appears in the switcher. An account administrator can verify this under Settings > Locations.
- Confirm you have been assigned to that location. Being part of an organization does not automatically grant access to every site. An administrator must explicitly assign your user account to each location.
- Check your role at the location. Some roles are location-specific. If your role exists only at one site, the switcher will only show that site.
- Clear your browser cache and reload. A stale session can occasionally suppress newly added locations.
- Try a different browser or device. This rules out a local browser extension or cached credential issue.
- Contact your account administrator. If none of the above resolves it, the location assignment likely needs to be updated at the account level.
How to Add a New Practice Location to Your Account
Adding a new practice location to your DigitalPatientChart account is an administrator-level action. Providers cannot add locations on their own.
For administrators:
- Navigate to Settings > Locations from the main menu.
- Click Add Location.
{{screenshot: Settings > Locations page with Add Location button highlighted}} - Enter the location name, address, phone number, and business hours.
- Set the location status to Active.
- Assign providers and staff to the new location under User Management.
- Click Save.
Once saved and activated, the new location will appear in the Location Selector for all users assigned to it. For keeping your Medximity provider directory listing in sync with a new physical address, see How to Update Your Practice Address, Phone Number, and Business Hours on Medximity.
Frequently Asked Questions
Can I be logged in to two locations at the same time?
No. DigitalPatientChart operates with one active location per session. You can switch locations as many times as needed during a session, but only one location is active at any given moment.
Will switching locations affect patient records I've already created?
No. Patient records are tied to the location where they were created and remain accessible from that location. Switching your active location does not alter, move, or hide existing records. For guidance on creating records at a specific site, see How to Add a New Patient Record Manually in DigitalPatientChart.
Do I need separate login credentials for each location?
No. One set of credentials covers all locations assigned to your account. The Location Selector handles the switch without requiring a separate login.
Why does my schedule look different after I switch locations?
Your schedule view is scoped to the active location and your role at that site. If you have different provider schedules configured per location — for example, different days or hours — each location will display only its own schedule. Review your scheduling configuration under Settings > Scheduling for the active location, or see Why DigitalPatientChart's Scheduling Tools Outperform Traditional EHR Systems for a full overview of scheduling options.
Can a front-desk staff member switch locations too?
Yes, provided they have been assigned to more than one location by an administrator. The Location Selector is available to all user roles; what each role can see and do at the switched location depends on the permissions granted at that site.
Still Need Help?
If your location still isn't appearing, your permissions look incorrect, or you need help configuring locations for a growing multi-site practice, the DigitalPatientChart support team is available to assist.
- In-app help: Click the ? icon in any screen for contextual guidance.
- Support portal: Submit a ticket at medximity.com — select DigitalPatientChart from the product dropdown.
- Live support hours: Available during standard business hours; response times are listed in the support portal.