ADMIN - Create and Manage Facilities

Before you begin

Facilities is a physical or virtual place where patient care is given. If your practice operates with multiple TIN numbers, each TIN should configured as a separate facility.

You need access to the Admin Console and permission to manage facilities.

How to add a new facility

1. Open the Admin Console.
2. Go to Facility.
3. Select Add Facility.
4. Enter the Facility name. This is a required field.
5. Add any additional information such as physical address, mailing address, contact details, organization type.
6. Select Save.

Certain features like insurance billing or eRx require additional fields to be filled out beyond the basic.

How to edit a facility

1. Open the Admin Console.
2. Go to Facility.
3. Highlight on the facility and select Edit.
4. Update facility details and select Save

How to inactivate a facility

1. Open the Admin Console.
2. Go to Facility.
3. Enter the facility to Edit.
4. Change the status of the facility from Active to Inactive.

Understanding what you’re looking at

Facility fields

Field	What it means
Name	Name of the facility. Required
Physical address	Physical address
Mailing address	Mailing address
Same as physical address	Check this box if mailing address is the same as physical address
Phone	Phone number of the facility
Fax	Fax number of the facility
Email	Email address of the facility
Website	Website URL of the facility
Primary business entity	Designate which facility is the primary business entity if there are mutliple facilities. Required for eRx
Billing location	If facility is considered a billing location.
Accepts assignments	If facility accepts assignments for insurance billing
Service location	If facility is considered a service location.
Org type	Kind of organization
Facility taxonomy	Facility’s NUCC taxonomy. Required for insurance billing
POS code	Place of service code, e.g. 11 - Office. Based off CMS POS code set and required for insurance billing
CLIA number	CLIA number if facility is a lab
Tax ID	Tax identification number. Required for insurance billing
Facility NPI	Facility NPI. This may be Type 1 or Type 2 depending on your organization structure.

FAQ

Which NPI do I use for Facilty NPI? Use NPI Type 2 if incorporated sole practitioners, single/multi specialty groups, and licenced facility. Use NPI Type 1 if you are a sole proprietor.

Which fields are required for insurance billing and submitting claims? Insurance billing requires the following fields:

• Name
• Physical address (zip code must be 9 digits). PO boxes not allowed.
• Place of service
• Facility taxonomy
• POS code
• Tax ID (EIN or SSN)
• Facility NPI