map-pinLocations

Manage your service locations

Locations represent the facilities or offices where services are performed. They are used when creating treatments, prior authorizations, and other records to identify where care is delivered.

Viewing locations

Navigate to Locations from the main menu to see all locations in a searchable list.

Table columns

Column
Description

Name

Location name

NPI Number

National Provider Identifier for the facility

Actions

Edit button

Use the search bar to find locations by name, NPI number, city, or state.

Sorting

Sort locations by name or NPI number — in ascending or descending order.

Creating a location

  1. Click the Add Location button.

  2. Fill in the location details:

Field
Required
Description

Location Name

Yes

Name of the facility or office

NPI Number

Yes

10-digit National Provider Identifier

Street Address

Yes

Primary street address

Street Address Line 2

No

Suite, floor, or unit number

City

Yes

City name

State

Yes

US state (dropdown)

ZIP Code

Yes

Postal code

Timezone

No

Facility timezone (Eastern, Central, Mountain, Pacific, Alaska, or Hawaii)

Description

No

Additional notes about the location

  1. Click Save Location.

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The timezone setting determines how dates and times are displayed for treatments and other records associated with this location.

Editing a location

  1. Click the Edit button on any location in the list.

  2. Update the desired fields.

  3. Click Save Changes.

Deleting a location

  1. Open the edit page for the location.

  2. Click the Delete button.

  3. Confirm the deletion in the dialog.

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