Add & Edit Locations (My Clients Plus 3.0)

  Permissions: You must have Organization Administration Permissions. 

Locations is a helpful way to stay organized in My Clients Plus. You can add multiple Locations in My Clients Plus and assign Staff Members and Clients to those different Locations.  

It is important to note that the  Location is different than the Place of Service.

IMPORTANT: The Facility NPI listed in your first Location will be the same as the facility NPI on you Organization's Profile. Any changes to the first Location's Facility NPI will change the Organization's Facility NPI and vice versa. This will reflect on your Claims. 

Jump to Section [Add Location] [Edit Location]

Add Location

Once a Location has been added you will be able to filter Client Appointments by Location.

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Locations & Rooms tab.
3. Click the + New Location button.
   
   
   
4. Enter Location details.

   NOTE: Location details (City, State/Province, Zip/Postal Code, Phone Number and Address are required) must be completed accurately to support other features.

5. Click Save Changes.
   

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Edit Location

Again, any changes to the Facility NPI for your first Location will change the Facility NPI on the Organization's Profile. This will reflect on your Claims. 

1. Click Organization tab in primary navigation bar.
2. In Settings, click the Locations & Rooms tab.
3. Click the Details button for the location you'd like to edit.
   
   
   
4. Edit desired location details.

   NOTE: Location details (City, State/Province, Zip/Postal Code, Phone Number and Address are required) must be completed accurately to support other features.

5. click Save Changes.
   

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