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Adding Multiple Clinics

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Table of contents

All Plans

Your clinic location is the anchor for almost every geographic feature in DOT Lead Scout: distance sort on lead lists, the radius rings on Map View, route planning, and the "Close Proximity" bonus on the opportunity score. Adding multiple clinics lets you anchor outreach from any of your physical locations — useful for examiners with two offices or a clinic-plus-mobile-unit setup.

How Many Clinics You Can Add #

PlanMax clinic locations
Scout1
Engage+10
First clinic is automatic

When you add your first clinic, it's automatically marked as your primary location. The primary clinic is the default anchor for distance sort and Map View centering until you change it.

Where to Add Clinics #

Open My Profile

From the portal sidebar, click My Profile.

Scroll to Clinic Locations

Or use the jump-link at the top of the page.

Click Add Location

An add-clinic modal opens. The button is hidden once you reach your plan's clinic limit.

Fill in the form

Required fields: Clinic name, street address, city, state (2-letter), and ZIP. Phone is optional.

Clinic Form Fields #

FieldRequiredNotes
Clinic NameYesFree-text. Shown on Map View popups and the facility selector.
Street AddressYesUsed for geocoding.
CityYesFree-text.
StateYesTwo-letter code, auto-uppercased (e.g. TX, OR).
ZIP CodeYes5-digit ZIP. Used for the local ZIP geocoding fallback.
PhoneNoShown on the Map View popup. Optional but recommended.

How Geocoding Works #

When you save a clinic, DOT Lead Scout converts the address into latitude and longitude so the location can be plotted on the map and used for distance calculations. Two methods are tried in order:
Local ZIP lookup

We first check our internal ZIP-to-coordinates table. Most US ZIP codes resolve here in milliseconds.

PositionStack API fallback

If we need finer accuracy than the ZIP centroid, the full address is sent to the PositionStack geocoding API for street-level coordinates.

Geocoded vs. Not Geocoded

Each clinic card shows a status indicator: a green Geocoded tag with a pin icon, or an orange Not geocoded warning. If your clinic shows Not geocoded, double-check the address and re-save — almost always a typo in the street or ZIP.

Setting a Different Primary #

Your primary clinic is the default location used everywhere in the platform. To change which clinic is primary:
  • Find the non-primary clinic card you want to promote
  • Click the Set as Primary button (the star icon)
  • The previous primary loses its star automatically — only one clinic can be primary at a time
  • Map View, distance sort, and reports immediately use the new primary as the anchor

Editing & Deleting Clinics #

Editing

Click the pencil icon on any clinic card to open the edit modal pre-filled with current values. Changing the address triggers a re-geocode automatically when you save.

Deleting

  • Click the trash icon on a clinic card
  • Confirm in the prompt — deletion is permanent
  • If you delete your primary clinic, another clinic is automatically promoted to primary so you're never left without one
  • If you delete your only clinic, distance and map features stop working until you add a new one

Common Multi-Clinic Setups #

Two physical clinics

Add both. Pick the one you're working from today as primary — the map centers on it. Drivers route to whichever is closer.

Clinic + mobile unit

Add the clinic as primary. Add the mobile unit's base location as secondary. Switch between them on the map facility selector.

Multi-examiner partnership

One account with multiple examiners covering different geographic areas. Switch primary daily based on whose outreach you're prioritizing.

Expanding to a new market

Add a planned future location to preview the territory it'll cover — even before opening day, you can see who's nearby.

Updated on April 29, 2026
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