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Facility Information

  1. Click on Settings > Account Settings > Facility Information menu.
  2. View and manage your organization’s facilities from the facility information list with details including:
  • Facility Name
  • Address 
  • City 
  • Phone Number 
  • Facility Code
  • Billing Facility (If enabled)

  1. To add a new facility, click on the “Add Facility” button and enter details like:

Basic information 

  • Facility Name
  • Address, 
  • City,
  • State
  • Zip Code
  • Country
  • Office Phone
  • Fax
  • Number of Exam Rooms

  1. Click “Continue” to proceed with filling the facilities “Billing Information”.

Billing information 

  • Place of Service
  • Facility NPI
  • Billing Tax ID
  • Billing NPI
  • CLIA Number
  • CLIA Expiration Date
  • Enable Set as Billing Facility (if payments are billed with this facility info)

  1. After entering all the required, click “Save” to save the facility information in the list.

  1. To edit the facility information, click on the Edit icon, change the details, and click Save to save the changes.
  2. Click on the Delete icon to delete the facility information.
  3. Note: A facility cannot be deleted if it’s associated with any provider or appointment. Reassign or remove those first.
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