Latest revision as of 16:37, 20 June 2025

Facilities Overview

The Facilities page is used to manage all location data for your organization. Keeping your facilities list current is essential for workflows such as:

Billing patients
E-prescribing medications
Assigning providers or encounters to a location

To access the facilities list, navigate to: Lists → Facilities

Adding or Editing a Facility

To add a new facility:

Click the Add New button.
Fill out all required fields under the General tab.
Complete additional details under the Advanced tab.
Click Save to store the new facility.

To edit an existing facility:

Click on the facility name from the list.
Update the relevant information.
Click Save to apply changes.

General Tab Checkboxes

When editing or adding a facility, make sure to correctly configure the checkboxes at the bottom of the General tab:

Service Location – Check this if the facility provides direct patient care.
Billing Location – Check this if the facility handles billing for services.
Accepts Assignment – Check this if the facility accepts patient insurance assignments.

>

Tip: Always confirm that your billing and service locations are set correctly to avoid claim errors and prescription misrouting.

@@ Line 1: / Line 1: @@
-The Facilities page can be used to add all the location for your organization.
+= Facilities Overview =
-It is important to have your facilities list up to date when billing a patient, e-prescribing medication, etc. To view your list of facility locations, go to '''Lists''' > '''Facilities'''.
+The '''Facilities''' page is used to manage all location data for your organization. Keeping your facilities list current is essential for workflows such as:
+* Billing patients
+* E-prescribing medications
+* Assigning providers or encounters to a location
-[[File:facility_nx.jpg|800px]]
+To access the facilities list, navigate to:
+'''Lists''' → '''Facilities'''
+[[File:facility_nx.jpg|center|800px|Facility List View]]
-To add a facility to your list click '''Add New''' then fill out all the information under the General tab and the Advanced tab before clicking '''Save'''. To edit or update information about a facility, click on the facility from the facility list, update the information, then click '''Save'''.
+== Adding or Editing a Facility ==
+To add a new facility:
+# Click the '''Add New''' button.
+# Fill out all required fields under the '''General''' tab.
+# Complete additional details under the '''Advanced''' tab.
+# Click '''Save''' to store the new facility.
-There are three check boxes at the end of the information on the General tab when editing a facility. Under each facility in your list, make sure to check the boxes that apply to each facility. "Service Location" should be checked off for each facility that provides patient care. "Billing Location" should be checked off for the facility location that bills patients. "Accepts Assignment" should be checked off for each facility that will accept patient assignments.
+To edit an existing facility:
-[[File:facilities_nx.jpg|800px]]
+# Click on the facility name from the list.
+# Update the relevant information.
+# Click '''Save''' to apply changes.
+== General Tab Checkboxes ==
+When editing or adding a facility, make sure to correctly configure the checkboxes at the bottom of the '''General''' tab:
+* '''Service Location''' – Check this if the facility provides direct patient care.
+* '''Billing Location''' – Check this if the facility handles billing for services.
+* '''Accepts Assignment''' – Check this if the facility accepts patient insurance assignments.
+[[File:facilities_nx.jpg|center|800px|Facility Detail and Options]]
-== Facilities ==
+> {{Tip|Always confirm that your billing and service locations are set correctly to avoid claim errors and prescription misrouting.}}
-The Facilities page can be used to add all the location for your organization.
-It is important to have your facilities list up to date when billing a patient, e-prescribing medication, etc. To view your list of facility locations, go to '''Lists''' > '''Facilities'''.
-[[File:facilitylist.jpg|800px]]
-To add a facility to your list click '''Add New''' then fill out all the information under the General tab and the Advanced tab before clicking '''Save'''. To edit or update information about a facility, click on the facility from the facility list, update the information, then click '''Save'''.
-There are three check boxes at the end of the information on the General tab when editing a facility. Under each facility in your list, make sure to check the boxes that apply to each facility. "Service Location" should be checked off for each facility that provides patient care. "Billing Location" should be checked off for the facility location that bills patients. "Accepts Assignment" should be checked off for each facility that will accept patient assignments.
-[[File:facilities.jpg|800px]]