Facilities

Facilities represent the physical locations where services are provided — such as your main office, a surgery center, or a satellite clinic. Facility records are used in billing and insurance claims.

Accessing Facilities

Select Setup > Edit Facilities from the menu.

Facilities List

The facilities grid displays all configured facilities with a search box for quick filtering:

Column	Description
Inactive	Whether the facility is deactivated
Name	Facility name
Address 1	Street address
City	City

Managing Facilities

Action	Shortcut	Description
New	F8	Create a new facility
Edit	—	Edit the selected facility
Delete	—	Delete the selected facility
Done	F3	Close the dialog

Facility Fields

Field	Description
Name	Facility name
Address 1	Street address line 1
Address 2	Street address line 2
City	City
State	State (selected from dropdown)
Zip	ZIP code
Contact	Contact person name
Contact Phone	Phone number

Billing IDs

Click Edit Facility IDs to configure billing identifiers for the facility. These IDs are used when generating insurance claims and include:

• NPI (National Provider Identifier)
• Taxonomy code
• Tax ID
• Other identifiers as required by payers

See Billing IDs for details on configuring billing identifiers.