This articles explains the information that needs to be added to the Box No. 33 & 32 field.
In the Name & Location tab, you need to add basic information about the facility. This information will appear in Box No. 33 & 32 fields on HCFA forms and will also set up system rules.
Box No. 33:
- In the Settings tab, navigate to Facility Setup and click on Name & Location.
- Under Box No. 33, enter the following details.
A. Facility Set-up:
- Facility Name - Enter your clinic's name.
- Address - Add the main office address.
- Address 2 - Add any additional address details (if applicable).
- City - Enter the city of the main office.
- State - Enter the state of the main office.
- Zip - Enter the 9-digit Zip/Postal code of the main office.
- Phone 1 - Enter the clinic's phone number.
- Short Code - Enter the abbreviated version of the clinic's name.
Note: Short code needs to be added correctly for automatic claims posting.
- Email - Input the email address of the main administrator.
- EIN - Input the Tax ID of the clinic.
- NPI - Input the group NPI of the clinic.
- Taxonomy - Input the clinic's taxonomy code.
- Contact Person - Enter the name of the main administrator or owner.
- Service Area Miles - Specify the proximity in which the clinic can physically see clients at their home.
- SFTP Username - Add the clearinghouse SFTP username (required for non-integrated clearinghouses like Office Ally for electronic EDI/HCFA transmission).
- SFTP Password - Add the clearinghouse SFTP password (required for non-integrated clearinghouses like Office Ally for electronic EDI/HCFA transmission).
- Default POS - Select a default Place of Service from the drop-down menu.
Note: All the appointments will default to this selection, but you can edit it.
- Default Timezone - Choose the relevant Timezone.
B. Facility Set-up Access:
- Provider Access to Schedule All Patients: Toggle this switch to grant providers access to schedule sessions with all patients.
Note: Only if this toggle is switched on, will the staff have access to schedule all patients, provided you have enabled the relevant access in Staff Bios.
- Email Reminders - Enable this toggle to receive email reminders for the facility.
- Patient Access to Pay through CC: Enable this toggle to allow clients to pay their invoices through their portal.
- Charge Processing Fee From Client: Toggle on this switch to defer the processing fees for transactions onto clients.
C. Facility Working Hours:
Set up your clinic's operating hours for service availability. These hours define when services are offered; however, if you need to schedule sessions outside these hours, toggle on the Bypass Working Hours Validation switch.
Once all the details are added, click on "Save Facility" icon.
Box No. 32:
Under Box No. 33, enter the following details:
- Region Name - Enter the name of the region.
- Facility Name - Enter your clinic's name.
- Address - Add the address of the clinic situated in this region.
- City - Enter the city where this clinic is located.
- State - Choose the state where this clinic is situated.
- Zip - Enter the 9-digit Zip/Postal code of this clinic.
- Phone 1 - Enter the phone number of this clinic.
- NPI - Input the group NPI specific to this clinic in the region.
Other details:
- If the details for the specific region are the same as those in Box No. 33, click on the 'Copy from Box No. 33' tab.
- If you have multiple locations, click the plus icon next to the primary region field and enter the details for each clinic located in that specific region.
- If you want to delete any region, click on the delete icon.
Note: You will not be able to delete a specific region is the providers and clients are assigned to that region.
Once all the details are added, click on "Save Facility" icon.