Locations

Overview:

• The "Locations" section is where you manage all the clinics or office locations within your organization. These locations are critical as they serve as cost centers and are used in patient assignments, provider associations, and billing processes.

Steps to Manage Locations:

1. Accessing Locations:
   • Navigate to the Admin menu and select "Locations" from the list of options.
2. Adding a New Location:
   • Click on "Add Location" and fill out the form. Mandatory fields are marked with red asterisks. You can also specify office hours, although this is not mandatory.
   • Office Code: This is an internal unique code you can assign to the location.
3. Editing an Existing Location:
   • Open an existing location by clicking on it. You can update fields like the office code, name, status, and address. Remember that the status (active or terminated) affects how the location is used across the system.
4. Timeline Feature:
   • Each location has a timeline that records when it was added and any subsequent changes. This timeline helps track historical data for each location.
5. Filtering Locations:
   • You can filter the list to view only active or terminated offices. Terminated locations will be marked accordingly to indicate they are no longer in use.

Managing Multiple TINs

• If you acquire other clinics and need to bill patients under the clinic’s TIN and Group NPI (Type 2), you can enter the relevant information on the office’s page. Any patient associated with this clinic will have this information on their claim form instead of the corporate TIN (which is configured on the Organization Details page in Admin).