How to Change Agency Address and Information

Overview

• The agency address will need to be changed in 2 locations of the software: Codes and Billing.

Updating the Address under Codes

1. Go to the main menu and select the Codes tab.
2. Select Program Related Codes. Then select Programs Data Part 1.
3. Select the program number, and the following information will be displayed: the Agency Name, Address, and Tax ID#.
4. Change this information as needed.
5. Click the Save button.

Updating the Address under Edit HIPAA Payers

1. Go to the main menu and select the Billing tab.
2. Select HIPAA Transactions. Then select Edit HIPAA Payers.
3. Select the payer that needs to have the address updated/corrected.
4. Type in the correct/updated address.
5. Click Save.
6. If you have multiple payers, under this program, use the Copy this address to all payers in this program button to copy the updated address to all payers under this program.
7. A popup will appear indicating the # of entries updated.
8. Click OK to close the popup. Exit screen.