Creating Facilities & Rooms

Creating Facilities & Rooms

STEP 1: Navigate to the FACILITIES & ROOMS tab within the Account Settings section.

STEP 2: Click +Add New Facility button. 

STEP 3: Enter appropriate facility details. 

These details will appear on the superbills if the “Invoice Display Facility Address (Default)” button is checked off within the Invoice Detail Settings or when generating the superbill itself. 

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  • Facility Name

    • Ex: Telehealth Session

  • Invoice Name → Add a custom title header to the top of the superbills for this specific facility. 

    • Note: Enter the same invoice name from the Invoice Details settings.

  • Phone Number, Fax Number, Email Address, Address

    • For a telehealth facility, enter the same address from the Invoice Details settings.

  • Location Code dropdown → Select the appropriate location code

    • By selecting “Telehealth” from the dropdown, the proper location code will be added to superbills and e-claims for appointments with this designated facility.

  • Invoice Paragraph → Same as the “Bottom of Invoice Paragraph” field within the Invoice Details settings.

STEP 4: Add at least one room to each facility.

  • Click on the +Add Room button

    • Room Name → For in-person practices with only one facility address, enter the facility name again here.

    • Room Description → This description is for administrators to differentiate the rooms within each facility.

    • Facility dropdown → This will default to the facility for which the room is being added. 

    • Color → Select a color to denote the facility when viewing the calendar by facility.


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