How to Add a New Location to Patient Prism

Adding a new location to use Patient Prism can be a very seamless and easy task.

The steps are:

1. Email onboarding@patientprism.com and let them know you would like to add a new location.
    
2. Include the following information for each location you would like to add:
   - Physical address of the location(s) you would like to add
   - Contract Signer info (Name, Title, and Email Address)
   - Main phone number for each location
   - Any other contact people that should be added to the system and manage the onboarding process
    
3. We will then send a contract addendum to this designated person(s).
    
4. Once signed, we will create the location(s) within our system and add the contact people as Company Administrators.
    
5. The Patient Prism onboarding team will then email the contacts and provide how-to guides and a link to schedule a Kick-Off Call to introduce any new users to the system.
    
6. The most important part of the onboarding process will be creating and implementing tracking. These tracking numbers are what will allow our system to analyze your phone calls:
   How to Decide on a Call Tracking Method
   We recommend using marketing numbers:
   Recommended Marketing Number Setup
    
7. Once your Patient Prism numbers start receiving phone calls, your new location will be live in Patient Prism.