Add or edit a patient's preferred pharmacies, laboratories, radiology labs, and specialists by clicking on the pop-out icon in the patient's Facilities block (generally on the far left of the patient's dashboard page).



To add a new preferred facility or specialist, click inside the corresponding search field and type to search your database for the desired entry.


--Note, if a facility or specialist does not yet exist in the system, it can be added in the administrative section under Admin > Manage… (see Manage Facilities and Specialists).


You may search by typing all or part of the facility or specialist: 

  • name
  • street address
  • city
  • zip code
  • phone number 


The system will search as you type, and a list of entries with matching information will appear in the drop down menu. You can continue to narrow the list by typing more information. Conversely, if you find no results, you might try deleting some information or using fragments (i.e. “Oak” instead of “Oakton” or “2212” instead of “22124”) in order to broaden the search. When you see the entry you wish you add, click once on the entry to add it to the patient's preferred facilities or specialists.


For Pharmacies, patients may also add or edit their Preferred Pharmacies list via the Patient Portal.


Edit or Delete Preferred Facility or Specialist

You may reorder preferred facilities or specialists using the up and down arrows beside the appropriate entry or entries.


To remove a preferred facility or specialist from the patient's records, use the [x] beside the entry for the facility or specialist you wish to remove. You will be prompted to confirm the removal before it is effective.