Other Offices

Add Other Offices

Other Offices are used to enter information regarding any additional locations your practice may have. Locations will still  use the same pay-to address as the Primary Office entered under the Office Information tab but may have different NPI numbers than the Primary Office.

Follow the steps below to add another office. 

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices. Or use the Search field to further drill down your search. 

  3. Select the Practice.

  4. Locate and click on the Other Offices tab from the right-hand side panel.

  5. Click the New Office button.

  6. Enter the new office information.

  7. Click Save.


Important:

  1. Once the Other Office is added please be sure to check the box labeled "Use the office address as the pay-to address" within the Payer section of the application. 
  2. The Other Office can then be controlled in the Claim section by changing the Defaulted Office Location or default the Office in the Patient section. 


Find or edit Other Office

Follow the steps below to find or edit existing Other Offices. 

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices. Or use the Search field too further drill down your search. 

  3. Select the Practice

  4. Locate and click on the Other Offices tab from the right-hand side panel.

  5. Select the Office

  6. Optional: Modify the information. 

  7. Click Save.

Inactivate Other Office

Follow the steps below to inactivate an Other Office. 

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices.  Or use the Search field to further drill down your search. 

  3. Select the Practice

  4. Locate and click on the Other Offices tab from the right-hand side panel.

  5.  Select the Other Office you want to make inactive.

  6. Place a check in the Make this office inactive box.

  7. Click Save.

Reactivate Inactive Other Office

Follow the steps below to reactivate an Other Office.

  1. Select Customer Setup > Practices.

  2. Use the Show All button to view all practices.  Or use the Search field to further drill down your search. 

  3. Select the Practice

  4. Locate and click on the Other Offices tab from the right-hand side panel.

  5. Place a check in the Show inactive offices box

  6. Select the Other Office you want to reactivate.

  7. Uncheck the Make this office inactive box.

  8. Click Save.