Submitting and Tracking Claims > Using Other Facilities

Adding a Facility Record

To add a facility record:

1. Select List > Other Facility. The Other Facility List window is displayed.

2. Press Enter or Esc or click any list entry.

3. Select Add on the toolbar. The Add Other Facility window is displayed.

4. In the Facility Name field, enter the name of the facility you want to add.

5. Click OK. The Other Facility record is displayed. The ID is assigned automatically and cannot be changed.

6. Type the address and telephone numbers. To enter additional phone or fax numbers, or e-mail addresses, click More Phone Numbers.

7. Type a contact name in the Contact field.

8. Type the facility’s identification number, codes, and national provider ID in the Facility ID, Facility Codes, and Facility NPI fields.

9. Type a note in the Notes field. The note is displayed in the Other Facility List window.

10. The Claim Info field displays the name of the facility as it is displayed on insurance reports. This field defaults to the name you entered in the Facility Name field, but can be changed.

11. Select the appropriate website address from the Web Link drop-down list. You cannot browse to a website to enter the address in this field.