Viewing and Editing Location Details

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Overview

When you open any location in Kyruus Connect, you land on its location profile. This profile is your single place to view and update everything about that location — from its address and contact details to the providers who practice there, the hours it is open, and how it appears in patient-facing search results.

The profile is organized into tabs. Each tab groups a specific category of information, and most sections follow the same editing pattern regardless of which tab you are in.

What's in Each Tab

The location profile contains the following tabs:

TabWhat it covers
GeneralCore location attributes — names, address, map pin, contact info, billing details, and system identifiers
ClinicalPatient-facing medical details — accepting new patients, specialties, services offered, and accessibility information
MarketingPublic-facing information — marketing names, exterior signage, brand affiliations, URLs, third-party IDs, media, and search visibility settings
HoursOperating schedule — operating status (open/closed/temporarily closed), time zone, and day-by-day time slots including support for split shifts
ProvidersProviders who practice at this location — their details, and intersectional data such as whether they are accepting new patients here specifically
InsurancesInsurance plans accepted at this location
Related LocationsParent-child hierarchy — links to a parent location and any sub-locations (departments, clinics, campuses, etc.)

How Editing Works

Across every tab, editing follows the same pattern. Understanding this flow means you already know how to make changes anywhere in the location profile.

1

Open the section you want to edit

Each tab contains one or more cards (sections). Locate the card with the information you want to update.

2

Click Edit

Every editable card has an Edit button. Clicking it unlocks the fields in that card so you can make changes.

3

Make your changes

Update the fields as needed. Required fields are marked. Some fields have dropdowns or toggles rather than free text.

4

Click Save

When you are done, click Save. The system validates your input before saving. If there are errors, they appear inline next to the relevant field.

5

Watch for the confirmation

A green toast notification appears in the top-right corner confirming your changes were saved successfully.

Tip: You can click Cancel at any time before saving to discard your changes and return the card to its previous state.

Understanding Cards

Within each tab, information is grouped into cards — smaller, self-contained sections that each focus on a specific topic. For example, the General tab contains cards for General Information, Primary Contact Info, Other Info, and Location Identifier Info.

Cards keep editing focused and controlled: you edit one card at a time. This means changes in one card are independent from others and can be saved without affecting the rest of the profile.

Read-Only Fields and Permissions

Not all fields in the location profile are editable by every user. There are two main reasons a field may be read-only:

  • Your user role does not have write permissions for that field. Access is managed by your system administrator. If you need to edit a field you cannot currently change, contact your administrator.
  • The field is managed by an external source system. Some locations are ingestion-managed, meaning certain fields are automatically synced from another system (such as your EHR or scheduling platform). These fields are locked in Kyruus Connect to prevent conflicting changes. You can identify the source system using the Source System Name field in the Location Identifier Info card on the General tab.
Note: If a field appears grayed out even though you expect to have edit access, check the Source System Name in the Location Identifier section or contact your technical team.

Confirmation and Error Messages

Kyruus Connect provides clear feedback after any save action:

Message typeWhat it means
Green toast notificationYour changes were saved successfully
Inline field errorA required field is missing or a value is invalid — the error message appears next to the field that needs attention
Red / error toast notificationA system-level issue prevented the save from completing — try again or contact Kyruus Support if it persists

Public Name vs. Internal Name

Two name types appear throughout the location profile and are worth understanding:

  • Public Name: The name visible to patients and the public in search results and directories. This is what patients see.
  • Internal Name: The name used within your organization for operational and administrative purposes.

The system displays the Public Name by default. If a Public Name has not been configured, the Internal Name is shown instead.

How Location Purpose Works

Every location in LDM carries a purpose attribute that determines how and where it appears across Kyruus Connect. The purpose is managed automatically by the system based on how the location is used:

  • Practice: The location is used for clinical/operational workflows.
  • Marketing: The location is used for patient-facing marketing and search.
  • Both: The location is used for both practice and marketing contexts.

You do not need to set the purpose manually — Kyruus Connect updates it automatically as you configure the location across its tabs.

Related Articles

For detailed instructions on each tab, see the corresponding support articles:

  • General Tab — names, address, geocoding, contact info, identifiers
  • Clinical Tab — specialties, services, accessibility
  • Marketing Tab — URLs, third-party IDs, media, search settings
  • Hours Tab — operating status, time zones, operating hours
  • Providers Tab — linking providers, intersectional data
  • Insurances Tab — accepted insurance plans
  • Related Locations Tab — parent-child hierarchies
Need help? Contact your system administrator for permissions issues, or reach out to Kyruus Support (include the Location ID, error message, and steps taken) for technical issues.

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