Managing Apteryx Site Locations

Managing your Apteryx Site Location is an important function of the Admin user role in Apteryx if your Organization has locations with specific features.  Over time, location management will grow to encompass many features and functions, so make sure you keep your configuration accurate!  A few features that Location Management enables for you today:

• Use an AI Vendor of choice at each individual location using Apteryx
• Allow Custom Apteryx Enhancements to display on images automatically
• Smooth transition for legacy customers from XVCapture/XrayVision DCV(and rebrands) to Apteryx Online Capture by empowering Organizations to enable/disable XVCapture vs Apteryx Online Capture buttons within Apteryx without causing unnecessary disruption to other practices
  

To manage your Apteryx Site Locations, you must be signed in as an admin user or someone with the Admin privilege in the User Permissions. 

In the upper-right corner of the main screen, click on the Admin privileged user-name and select Location Management

In the Location Management section, there are 2 tabs; Locations and Capture Stations

Editing Locations:

If you've recently signed a new location contract through PlanetDDS for your Organization or you've recently changed the location of one of your practices, you can edit that information in the Locations screen. 

Creating a new location:

Shortly after you've signed the contract for your new location, the Create Location button should be available to you to create an additional location. When you click the Create Location button, the following window will pop up on the right side of the screen

• The "Name" can be anything that makes sense for the location.
• If there is a specific email that makes sense for the location being added, you can put that in the Email line. Otherwise, it can be the main email for the Organization. 
• The Phone Number should be the main contact number for the location being added.
• The address should at least contain the street number and name.
• The PMSID is an optional field to allow for your practice management software bridge to automatically launch your location when Apteryx loads
  • NOTE: For Denticon, your PMSID should match your PGID-OID
    • Example: If my PGID is 3158 and my OID is 145, my PMSID will be 3158-145.
      
• If this is the new Default location for the Organization, click the Make Default checkbox
   

Editing an existing location:

• You can edit an existing location's name, email, phone number, address, or make it the Default by clicking on the location in the middle of the screen. 
   
• You can also find each location's Location ID in this area in the left column.
  * Your AI Vendor may need your location ID in order to enable your AI integration.
   
• You can also deactivate a location if a location has been permanently closed or has left your Organization.
   
• Deactivated locations will be highlighted in Red and have an "X" beside the name.
  
  *Note: Deactivating a location does not delete it. Instead, it will remove all assigned workstations/users to the default location (marked with the ★ icon). To reactivate that location, you will need to submit a ticket to our Support team.

Managing Capture Stations 

Clicking on the Capture Stations Tab will allow you to see a list of Capture Stations associated with your Apteryx site. By checking the box to the left of the PC Name in the list, you can change the assignment to the appropriate location

Additionally, if you prefer to perform a large change at a single point in time, or prefer managing the data externally, you can use the Export CSV button to download at any time. When you're ready to make the change, start by selecting Import CSV and following the prompts on screen to import the updated CSV file.

Please Note: The above screenshot is an example list and will be different for your office. If your office has only one location you will only see one location listed. 

Article Version 1.2 7/1/2025