Do not attempt to edit a linked address under the individual. See Changing Organization’s Address to change linked addresses.
Note: Linked addresses will have the name under the “linked” column as a hyperlink. Non-linked addresses will appear as “owner” without a hyperlink.
The address selected as “primary” will appear in the upper left under the person’s name.
To add an address linked to a practice:
To add a new address, go to the Contact Info tab on the individual’s account and select + in the address field.
In the first dropdown box, select the practice you want to link with.
In the next dropdown box, select the address – some practices may have multiple address
Select “linking”
Under “address type” select the type from the dropdown menu
Business address = primary and physical location of the practice building. There can be only one business address per record.
If you want to link multiple “business” addresses, the other addresses can be entered as “shipping” addresses. See example below.
Billing addresses are entered as “invoice” type. Check the “billing” box for these addresses.
In all cases, check the “do not validate” box. (You validate the business address on the practice record.)
Select “save” after each time anything is done.
To add a “home” address or non-linked address
There is nothing to link to so can disregard the top box.
Example of multiple “Business” addresses and one personal (non-linked) address
It’s fine to have the same address under multiple types
To change a “home” address or non-linked address
Select the pencil next to the address.
Make any changes to the address.
Check “do not validate” box if not already checked.
Select “save”
To remove an address
The only time an address is put on hold is for closed practices. See SOP “Changing a Practice to Closed.”
Otherwise, to remove an address, select the pencil next to the address.
Then check the “hide/disable record?” box at the bottom.
Select “save.” The address will no longer appear in the list.
Note: if an address is removed accidently, or you wish to add it back, go to the “log” tab, scroll down to “soft deleted addresses”
Select the pencil next to the address you want to re-add
Then un-check the “hide/disable record?” box and select “save”
The address will return to the record.
If you are adding a Subscription address, you will need to make updates in the Communication Preferences area. Click on the comm. preferences icon.
Click on the Expand All drop down menu. Select the subscription address that you added or updated from the drop-down menu in the JAAHA Opt-In and Trends magazine Opt-In area. Click Save.
NOTE: The individual must be Opted-In to receive JAAHA and Trends.
If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.