Video Walkthrough
View the walkthrough video below on Box 33 & 34 in Facility Setup



This articles explains the information that needs to be added to the Box No. 33 & 32 field.


Name and Location settings


 

  1. Facility Name: The name of your practice/clinic  
  2. Address: The address of the main office, Address 2: The address of the main office.
  3. City: City of main office 
  4. State: State of the main office  
  5. Zip: Zip/Postal code of the main office  
  6. Phone 1: The phone number of the main office  
  7. Short Code: Used to generate a unique identifier. Will typically be an abbreviated version of the clinic's name. 
  8. Email: Mail address of the main administrator for the clinic/practice  
  9. EIN: Tax ID of the clinic/practice  
  10. NPI: Group NPI of the clinic/practice  
  11. Taxonomy: Organizational level taxonomy code  
  12. Contact Person: Main administrator in charge of organizing the clinic/practice   
  13. Service Area Miles: The proximity in which the clinic/practice can physically see clients at their home  
  14. SFTP Username: Clearinghouse or Office Ally credentials to be able to transfer/transmit electronic EDI/HCFA
  15. SFTP Password: Clearinghouse or Office Ally credentials to be able to transfer/transmit electronic EDI/HCFA 
  16. Default POS: All appointments will default to this Place of Service chosen here 
  17. Default Time zone: Current time zone for office working hour calculations
  18. Permission Toggles:
    1. Provider access to schedule all patients: Enabling this toggle allows all the providers access to all patients in the facility  
    2. Email Reminders: Enable the toggle for the facility to receive an email reminder
    3. Patient access to pay through CC: This allows patients to pay through their credit card. 
    4. Charge processing fee from client: Turn on toggle to charge processing fee.
  19. Select Working Hours: Service time for when services take place. Can be used to set rules so that appointments don't accidentally get scheduled outside working hours. Enable By Pass working hour toggle to disregard the validation.

 

 

Setup multiple locations.


 

 

After setting up the primary facility in Box 33 (Main Location), Box 32 can be used to enter information on additional locations apart from the main location.  

  1. The information of the main location (A) will be prefilled as the first in Box 32. The edit option (A) will be available in the first box as it is the main location.  
  2. The Copy from Box 33 (B) button copies the information from Box 33 into the location fields in Box 32.  
  3. Use this “+” button to add more location apart from the main location.  
  4. The delete button (D) is used to delete the respective location. The delete function will not work if the respective location is used on a patient.  
  5. After adding required information access (E) Button to finalize.