Digitail offers a comprehensive multi-location feature designed to streamline operations across multiple locations.

Our team will set up your account with the right workflow during your Onboarding.

We also make it easy to add new locations in the future (and onboard them, too!) so we can help you scale your business effectively. From product and service lists to forms and SOAP templates, everything can be synced between locations to ensure standardization across all locations while also being flexible for clinic customizations.

Users can access multiple locations with the same login and have different roles at each site. For instance, one might be an admin at one clinic and a doctor at another.

Find out more about User Permissions and Roles here.

Easily switch between different locations from the top-right menu without logging out. Each location maintains its own clinic account and settings, ensuring tailored management of schedules, services, and more.

View all patients at your current location by default, but use the Clinic filter to access patients from other locations.

📌 Only the users who have permission to access patients in different locations will see the filters.

Unique patient codes help identify their associated clinic, ensuring accurate record-keeping. If a patient has been to multiple locations, you will see all their IDs on their profile for easy reference.

Patients, appointments, and records can be seamlessly shared between locations. You can view complete medical histories and schedule appointments across branches, enhancing collaborative care.

The calendar displays appointments from all locations based on user permissions and selected filters. When scheduling, choose the desired clinic to see relevant staff availability.

📌 Only users with permission to access appointments in different locations will see the filters and the dropdown menu.

📌 In the New Requests from the left sidebar, only the appointments for the current location are displayed.

You can access a patient's full medical history across locations from their profile. Records can be filtered by location, and while records from the current location can be edited, those from other locations are view-only unless you switch to that location.

Click on 'Change filters' to include all the locations you want to see. These filters will stay the same for all patients, so you don't need to select them every time.

📌 Only the users who have permission to access patients and records in different locations will see the filters.

📌 The records associated with a different location can't be edited without switching the location.