Chapter 1: System Setup Guide

Facility Address

The Facility Address setup screen allows users to create multiple facility records for one or more providers and setup the NPI and Place of Service (POS) information to be defaulted on insurance claims. Once the facility records have been created, users can go to the Provider screen (covered in the next section) to assign the facilities that a provider uses and designate one as the default for that provider.

Go to File > Setup > Facility Address from the main application menu to open the Facility Address screen. In the ‘Details’ tab, Click Add to add a new facility address and fill in the fields at the bottom of the screen. If you have more than one location and the facility that you are adding is used by providers on all locations, set the ‘All locations’ checkbox to checked. Otherwise, make sure that it is unchecked and select the ‘Facility Locations’ tab to highlight the location or locations of the providers that use this facility.