Facilities
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.