Locations

This guide will explain the fields within the Locations section of the Company Account

Add office locations, therapy centers, practices across numerous states, etc.
This area is not for client specific home addresses
You will be assigning these locations to your clients and staff
- You will be able to sort staff and client profiles by their location
These locations will pull through as an option to select on appointments
You can choose to limit staff’s view of clients by the client’s location
These locations will be options for insurance claim submissions, if needed

Field	Notes about Functionality

Field	Notes about Functionality
Location Name	Required
Address	Required Option to search the address or type it in
Contact Info	Optional to add in an email, phone number, and/or fax number associated with this location
If Main and/or Billing Provider is selected, the following fields will appear: Billing Provider Name - Required NPI - Required Tax ID - Required Taxonomy Code	This information does not override what is in the Basic Information section of the account This is a space for internal reference purposes to store multiple NPIs and Tax IDs but does not carry over anywhere in the system
Additional Location Identifier If a type is selected, an Id must be entered	Provider Commercial Number State License Number: This is used for some EVV vendors if multiple Medicaid IDs for different locations are needed Location Number

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