References - Facility

Facility References are used to provide a solution for an Office that may perform services at a remote location, such as another office or a hospital, but those services fall under the Office's Tax ID. This allows the Office to keep separate records and show services rendered at the facility location.

A Facility, if selected in the Charge Window in the ledger, will display in Box 32 on a CMS Claim Form or Box 56 on the ADA Claim Form.

To create a new Facility record within Reference, click the green plus (+) above the sidebar on the left. Then fill out the information on the right. When finished, Command + S to save (or Edit menu > Save Record).


Note: A default Facility can be added to the Office Reference under Default Facility section.

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