1. Manage Facilities (Block 24B and Block 32)
Tools -> Manage Facilities
Facility Manager
Click the Create New Facility button.
Setup Facility Details
Steps 1-5 identifies the Place of Service-Block 32
1. The commonly known Facility Name.
2. Legal Name of the facility. (block 32)
3. Physical address of the facility. (block 32)
4. City, State and Zip of the facility. You must include 9 digit Zip Code (Block 32)
5. Clinic Phone number.
6. NPI number assigned to the facility. (Block 32a)
7. Place of Service this selection specifies the code that is placed on claims (Block 24B) identifying the type of facility.
8. Phone number for Billing Inquiries. This number will appear on Patient Statements, Receipts, etc. for billing questions
9. Clinic CLIA number
10. State License Number
11. Press Update to save
Facility Scheduler Tab
This is the location for the functional details of facilities in the Scheduler. Three main sections here: Provider/Resource Management, Business Hours Management, and Facility Closings.
Provider/Resource Management
In this area, should be a list of licensed providers for the site. If a provider is not already in this list, the provider likely does not have a license to the Scheduler. This area is the location to actually activate the providers/resources that will be using the Facility.
Business Hours Management
This section allows the working hours for the Provider/Resource to be set for the facility. If the user has multiple facilities, among which a Providers/Resource travel, set the days and hours that each will be working at each facility each week. These times that are set up will then be available for scheduling for each Provider/Resource.
Facility Closings
Block off the days the clinic will not be open to see patients, or is closed entirely for holidays, etc. Notice this section applies to the overall facility regardless of the provider. To set up a new closing, Click the Add Closing button (with the green plus sign).
Facility Additional IDs Tab
Add ID numbers for Service Facility if Insurance company requires these in addition to Facility NPI.
1. Click on Additional IDs tab.
2. Click Add icon (green plus) and select the insurance company from the list (Tools->Insurance Companies)
3. Enter additional ID numbers.
4. Click Okay.
Repeat for additional Insurance companies.
5. Click to edit information.
6. Update