Use Location-Specific Group Settings

When submitting claims to insurance, Organization Name, Organization National Provider Identifier (NPI) numbers and tax ID numbers are automatically added to claims from information entered on the Organization Profile page.

For larger organizations that have multiple corporate locations with their own NPI, and tax ID numbers, the Location Groups feature enables you to create locations with a different organization name, addresses, NPI numbers and tax ID numbers. When Location Groups are selected on an invoice this information is entered into the CMS-1500 form when submitting claims.

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Add a Location Group

Location groups are 

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Locations & Rooms tab.
3. Click the + New Location button.
   
    
4. On the Location page select Use Location-Specific Group Settings.

   NOTE: The page will change, adding additional fields.

   If this setting is on and you are populating box 32, then the location group name will replace the organization name in box 32.

5. Enter Location Group details:
   • Location Group Name: Enter the name of the organization operating from the location as it appears in the NPI Registry.
   • Location Group NPI: NPI number.
   • Location Group Tax ID Type: Select SSN, EIN etc. from the dropdown options.
   • Location Group Tax ID: Enter the Tax ID number 
   • Location Name (Optional): The name of the location associated with client appointments. Users can enter the same Location Group Settings on multiple locations if they bill under a single entity.
   • Facility NPI: If required.
6. Enter Location Address:
   • City
   • State/Province: Must entered as the two-letter abbreviation.
   • Zip/Postal Code: Use only a zip+4 with a hyphen is inserted before the last 4 digits (e.g., 12345-6789). There can be no spaces before or after the hyphen.
   • Time Zone: Select from drop-down list.
   • Phone Number: Phone number including area code (e.g., 123-456-7890)
   • Secondary Phone Number: Phone number including area code (e.g., 123-456-7890)
   • Fax Number: Fax number including area code (e.g., 123-456-7890) (optional)
   • Address: The street address as recorded in the NPI Registry. Cannot be a PO Box.
7. Send Payments To: Complete if payments will be sent to a different address such as a PO Box.
   
8. Click Save Changes.

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Edit Location

Again, any changes to the Facility NPI for your first Location will change the Facility NPI on the Organization's Profile. This will reflect on your Claims. 

1. 1. Click Organization tab in primary navigation bar.
   2. In Settings, click the Locations & Rooms tab.
   3. Click the Details button for the location you'd like to edit.
      
       
   4. Edit desired Location Group details.
   5. click Save Changes.
      
       

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