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This guide will explain the fields within the Locations section of the Settings/Company Account area.

Navigate to Settings>Locations>Add Location

  • 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

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

  • No labels