The Record Locator Profile is used as an alternative address and contact info screen for practices using our Record Locator (RecordSync) feature. Customers whose details in the "Company Profile" do not meet Surescripts' requirements, such as practices with a PO box instead of a physical address, an alternative public name, or an alternative phone number for medical records requests, can use this screen to update that information. The default values in the "Record Locator Organization Information" screen screen initially use the company profile data. However, once any field is updated, it becomes independent.
- Navigate to the Setup portal
- Select Record Locator Profile
- If the details in the "Company Profile" do not meet Surescripts' requirements, update your Record Locator Organization Information
- Click Save
