Add & Edit Organization Locations

You can add multiple Organization Locations aligned to Place of Service, assign Staff Members to locations and add them Client appointments for insurance billing. Client Locations may also be created that are used only for a specific client.

It is important to note that the  Location is different than the Place of Service.

 IMPORTANT:  The Facility NPI listed in your first Location will be the same as the facility NPI on your Organization's Profile. Any changes to the first Location's Facility NPI will change the Organization's Facility NPI and vice versa. This will reflect on your Claims. 

 NOTE: Location Groups may be used if you have multiple locations that use their own Organization NPIs and Tax IDs.

Add Location 

Once a Location has been added you will be able to filter Client Appointments by Location.

1. Click Organization in the navigation bar, then select Settings from the drop-down.
2. Click the Locations & Rooms tab.
3. Click the + New Location button.
   
    
4. Enter Location details.

    NOTE:  Location details (City, State/Province, Zip+4/Postal Code, Phone Number and Address are required) must be completed accurately to support other features.

5. Select a Time Zone. 

   NOTE:  The default is the organization's time zone. This time zone selected here is used for appointment times on the client list and signed documentation.
    

6. Click the drop-down menu for Place of Service. The default option is Default Billing Place of Service. Selecting a place of service here will over-ride the default billing place of service in the organization settings.
7. Click Save Changes.

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. Click the Organization tab in the 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 details.

    NOTE:  Location details (City, State/Province, Zip/Postal Code, Phone Number, and Address are required) must be completed accurately to support other features.
    

5. Click Save Changes.
    

[Back to Top]