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.

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