Quick Answer
In DentalOS, add a new location once under your organization group and DentalOS automatically creates it in each selected core product (Denticon, Cloud 9, or both). Do not add locations directly in Denticon or Cloud 9 after your organization is on DentalOS.
Applies To
Product: DentalOS (creates location in Denticon, Cloud 9, or both)
Plan: All plans
Role: All users
Steps
- Select My Organization, then select the Organization groups tab.
- Open the organization group the location belongs to.
- Select Add location.
- Enter the Office name, Address line 1, City, State, Zip, and Phone.
- Under Core products, select the products this location uses (Denticon, Cloud 9, or both).
- Select Create location.
Note: Products are set by the organization group. You must select at least one core product. Once saved, a product cannot be removed from this location.
Note: DentalOS creates the location in the selected products only. Location-specific settings still need to be configured inside Denticon and Cloud 9. Those settings are not controlled in DentalOS.
Expected Result
When complete, the new location appears in the organization group and is created in each product you selected. If the location does not appear in Denticon or Cloud 9, confirm that the correct core products were checked before selecting Create location.
Need More Help?
If these steps did not resolve your issue, contact Planet DDS Support and include the following:
- Screenshot or screen recording of the issue
- Your account name or Practice Group ID (PGID)
- The exact error message text, if any
- What you were doing when the issue occurred