Accounts:
For most medical practices using the Influx MD CRM, an account is the equivalent of your company.
Your Influx MD administrator will set up the top-level account for you. Unless you are an agency, hospital, or multispecialty medical practice, you will not need to worry about accounts.
Locations:
How you use locations in your medical practice may require additional thought.
A location may be a physical location, department, or business entity. The main reason to use another location is to separate your data. If you consider adding locations, answering the following questions may help you decide.
Single location
- I share staff between locations, and the services are similar.
- The same team manages leads for all locations and services.
- I have a couple of logos, but one website and branding.
- I want to report on each location separately and compare locations in the same report.
- Patients can go to any location.
Multiple locations
- I have separate staff, services, pricing, etc., in my second location.
- I don't want people in location B to see anything from location A.
- I have different websites, business names, and branding for each location.
- I want to report on each location separately. I will run separate reports for each location.
- We restrict patients to a single location.