Multi-Location User Setup Guidelines

To help avoid recurring user setup issues, please follow the guidelines below whenever adding new users to ChiroSpring 360.

Step 1: Determine the User's Role

The first question should always be:

Is this user a provider?

The setup process depends on the answer.

If the user is a Provider

Providers must have their own user account in every location where they will practice.

This is required so they can:

  • Be selected as the provider on appointments.
  • Be assigned to fee slips.
  • Be associated with claims using the correct NPI and provider information.
  • Be available anywhere a provider selection is required.

If the provider also needs to move between locations while using ChiroSpring 360, they must also be granted Toggle access.

Provider Checklist

✔ Create a user in each location where the provider will practice.

✔ Contact ChiroSpring to enable Toggle access if they need to work across multiple locations.


ChiroSpring Support does not create user accounts or provider profiles within your clinics. Your clinic administrator or account owner is responsible for creating all users and providers in the appropriate ChiroSpring 360 locations.

If the user is NOT a Provider

Examples include:

  • Front Desk
  • Reception
  • Billing
  • Administrative Staff
  • Scheduling Staff

These users do not need separate user accounts for every location.

Instead:

  • Create the user in one location.
  • Contact ChiroSpring to enable Toggle access if they need to work in multiple locations.

They will then be able to switch between locations to perform tasks such as scheduling, checking patients in, and other administrative work.

Following this process will ensure users have the appropriate access while preventing provider scheduling and claim assignment issues. Most support requests related to multi-location access occur because providers were not created in each location or because Toggle access was not configured.

What is Toggle Access?

Toggle Access allows a user to access multiple ChiroSpring 360 locations using a single login.

Once Toggle Access has been enabled, the user can switch between their assigned clinics without signing in and out of separate accounts.

To access another location:

  1. Log in to ChiroSpring 360.
  2. Navigate to Settings > Clinic(s).
  3. Select the clinic you want to work in from the list of available locations.

The user will then be taken into that clinic where they can perform the tasks their permissions allow.


Important: Toggle Access only provides access to additional clinics. It does not create a provider profile in those locations. If the user is a provider, they must still have a provider account and profile created in every location where they will practice so they can be selected on the scheduler, fee slips, claims, and anywhere else a provider is required.




User Setup Responsibilities

ChiroSpring Support does not create user accounts or provider profiles within your clinics. Your clinic administrator or account owner is responsible for creating all users and providers in the appropriate ChiroSpring 360 locations.


If a user needs access to additional clinic locations, or you have opened a new clinic location contact ChiroSpring Support to have Toggle access enabled. At this time, Toggle access can only be configured by ChiroSpring Support.


Clinic Administrator: Creates user accounts and provider profiles in the appropriate clinic(s).

ChiroSpring Support: Enables Toggle access so users can switch between authorized clinic locations using a single login.