Facilities Setup

OVERVIEW:

The facilities setup screen allows you to add, edit, delete, or print your facilities.  This information is used primarily by Medicare in Box 32 of the HCFA-1500, although more insurance companies are beginning to require it.  You are also free to define additional facilities to meet your needs.

Once you have added a facility to this list, you can select one of these facilities to appear in Box 32 of the HCFA-1500 for an individual client by going to the Client Medical Information screen.  The specific item is selected under 'Facility (if other than office or home)'.

HOW TO GET THERE:  

1) Main Screen.

2) Go to the Setup Menu.

3) Click on 'Facilities'.

4) The 'Facilities Setup Screen' similar to the one shown below will appear.

INSTRUCTIONS:

Generally, you will either edit or add a new facility.  Optionally, you can delete an existing facility, or print a complete list of existing facility.  Simply click on the appropriate button at the bottom of the screen.  If you choose add or edit, a screen similar to the one shown below will appear.  

Although you can define a facility here, it will not automatically appear in Box 32 of the HCFA-1500.  To make a facility appear in Box 32 for a specific client, refer to Client Medical Information.  Briefly, this can be done by closing the Facility Setup Screen, selecting a client, click 'Client Information', and select the appropriate facility in the Medical Section.  

* Don't forget to click Save if you modify any existing facilities.

Facility Name - This is the name of the facility.

Address Line 1 - Enter the Address Line 1 of the facility.   

Address Line 2 (if needed) - If an additional address line is needed, enter it here.  

City - Enter the city of this facility.  

State - Enter the state of this facility.

Zip Code - Enter the zip code of this facility.

Phone - If available, enter the phone number of this facility.

ID Number - In some cases, a facility has an ID number.