Version 20.17

Path: Practice Management tab > Practices/Locations 

About

In this section, you will learn how to add a Practice or Location to your OP database. The addition of a Practice should only occur when there is a new Practice NPI involved. Locations, however, should be added whenever a practice adds an additional location to their Practice. 

Adding a Practice

1. Navigate to the Practices and Locations window following the path above.
2. If not selected, click the Practices tab.

1. Click the Add button.
2. Enter information in the appropriate fields keeping these important points in mind:

• Each Practice in your database must have its own sort order #
• The Zip Code must be nine digits, without a dash

1. Enter a Sort order to indicate where the Practice will be listed in any applicable drop-down lists.
2. Click the Save button to save the Practice.

Adding a Location

Follow the steps below to add a new Location to your OP database. The addition of a Location in the Practices and Locations table sets the groundwork for the additional setup that must be configured in order for that new Location to be fully functional in OP.  For the complete list of items to consider when adding a new Location to your system, click here.

1. Click the Locations tab.

1. Click the Add button.
2. Enter all Location information in the appropriate fields, keeping these important points in mind:

• Each Location must have a selection made in the Practice drop-down
• The Zip Code must be entered as 9 digits, no dash
• Payer requirements:
  • If all claims for the Location require patients' PCPs to be populated as the Referring Provider (Box 17), select the checkbox to auto-populate this.
  • If all claims for the Location require the Service Location (Box 32) to be populated on claims, select the checkbox to auto-populate this. 
• CLIA ID is used to transmit the Location's CLIA ID for billing purposes. 
• The Sort order is the order in which this Location is listed in Location drop-down menus.

1. Click the Save button. 

Editing a location

1. Click the Locations tab.
2. Select the Practice Location you would like to edit. The location information will appear on the right side of the window.
3. Click the Edit button.
4. Edit the information as needed.
5. Click the Save button to save your Location edit.

Removing a location

1. Under the Locations tab, select the practice location you would like to remove. The location information will appear on the right side of the window.
2. Click the Location Retired checkbox, and click the Save button to save your changes.        
3. The retired location will no longer appear in any location drop-down list as an option.

Set up Data Visibility and Enable Multiple Office Location Feature

The Data Visibility tab allows you to set the data visibility permissions for each data domain (Patient, Financial, Administrative, Workflow, and Clinical) and to assign one permission level to each data domain. From the Data Visibility tab, you can also activate the 'multiple office location feature'. This feature allows practices with multiple locations the ability to navigate to another location's schedule (as long as Entire system permission has been selected) and provides a drop-down in the menu bar that will show and allow change to the logged in user's location.

1. To set the Data Visibility permission levels for the selected Practice and Location, click one of the following radio buttons for each domain. Please note, Entire system (unrestricted) is the default setting for each domain.

1. Under the Data Visibility tab, select the 'use multiple office location feature' checkbox if your practice has more than one location.

1. Log out and close OP.
2. Relaunch and log back in.
3. The Multiple Office Location Feature will now be activated. A drop down box in the menu bar will show the logged-in user's location.

Version 20.16

Path: Practice Management tab > Practices/Locations 

Overview

In this section, you will learn how to add a Practice or Location to your OP database. The addition of a Practice should only occur when there is a new Practice NPI involved. Locations, however, should be added whenever a practice adds an additional location to their practice. 

Adding a Practice

1. Click the Practices tab, if not selected.

1. Click the Add button .
2. Enter all requested location information in the appropriate fields keeping these important points in mind:

• Each Practice in your database must have its own sort order #.
• Zip code must be nine digits, without a dash.

1. Enter a Sort order to indicate where the location will appear in any applicable drop-down lists.
2. Click the Save button  to save your edit.

Adding a Location

Follow the steps below to add a new location to your OP database. The addition of a location in the Practices and Locations table sets the groundwork for additional setup that must be configured in order for that new location to be fully functional in OP.  For the complete list of items to consider when adding a new location to your system, click here.

1. Click the Locations tab.

1. Click the Add button.
2. Enter all requested location information in the appropriate fields, keeping these important points in mind:

• Each location must have a selection made in the practice drop-down.
• Zip code must be entered as 9 digits, no dash.
• Payer requirements:
  • If all claims for the location require patients' PCPs to be populated as the Referring Provider (Box 17), select the checkbox to auto-populate this.
  • If all claims for the location require the Service Location (Box 32) to be populated on claims, select the checkbox to auto-populate this. 
• CLIA ID is used to transmit the location's CLIA ID for billing purposes. 
• The Sort order is the order in which this location will appear in location drop-down menus.

1. Click the Save button. 

Editing a location

1. Click the Locations tab.
2. Select the practice location you would like to edit. The location information will appear on the right side of the window.
3. Click the Edit button .
4. Edit the information as needed.
5. Click the Save button to save your edit.

Removing a location

1. Under the Locations tab, select the practice location you would like to remove. The location information will appear on the right side of the window.
2. Click the Location Retired checkbox, and click the Save button to save your changes.        
3. The retired location will no longer appear in any location drop down list as an option.

Set up Data Visibility and Enable Multiple Office Location Feature

The Data Visibility tab allows you to set the data visibility permissions for each data domain (Patient, Financial, Administrative, Workflow, and Clinical) and to assign one permission level to each data domain. From the Data Visibility tab, you can also activate the 'multiple office location feature'. This feature allows practices with multiple locations the ability to navigate to another location's schedule (as long as Entire system permission has been selected) and provides a drop-down in the menu bar that will show and allow change to the logged in user's location.

1. To set the Data Visibility permission levels for the selected Practice and Location, click one of the following radio buttons for each domain. Please note, Entire system (unrestricted) is the default setting for each domain.

1. Under the Data Visibility tab, select the 'use multiple office location feature' checkbox if your practice has more than one location.

1. Log out and close OP.
2. Relaunch and log back in.
3. The Multiple Office Location Feature will now be activated. A drop down box in the menu bar will show the logged-in user's location.