Overview 

If your practice operates across multiple locations, ICANotes+ provides the ability to configure these sites. You can assign a specific location to each client directly from their chart. When filtering chart details by location in the chart room, only clients associated with the selected site will be displayed. 

Adding a New Site  

To add a new site, go to Settings > Practice Information > Other Sites and click Add Site, as shown below: 

A screen will appear to input the site's details. The fields on this screen are explained beneath the screenshot: 

• Site Name: Enter the site name.
• Site Type: Choose the type of site (e.g., Home Visit, Outpatient, Nursing Home).
• Place of Service (POS): Select the relevant POS code.
• Practice Users: Assign users who will have access to this site.
• Street Address: Enter the street address.
• Address Line 2: Enter additional address information, if necessary.
• City: Enter the city.
• State: Choose the state from the dropdown menu.
• Zip Code: Enter the zip code.
• Phone: Enter the phone number in (xxx)-xxx-xxxx format.
• Fax: Enter the fax number in (xxx)-xxx-xxxx format.

Practice Identifiers:

• NPI: Enter the site’s NPI if it's different from the practice’s NPI.
  
• Federal Tax ID: Provide the site’s federal tax ID.
  
• Taxonomy Code: Input the taxonomy code.
  
• Secondary ID: Add any secondary ID associated with the site.

After completing the details, click Save. The new site will be displayed as a card, which can be modified later if needed. 

Updating Site Details  

You can modify a site's information after adding it by clicking the pencil icon on the corresponding site card. 

The site’s previously entered details will appear on a screen. Make the necessary changes and click Save. 

Deactivating a Site

To deactivate a site no longer in use, click the deactivation icon as shown below: 

Once you attempt to deactivate the site, you’ll be prompted to transfer any users associated with it. You can either assign them to another site or handle the transfer manually via the Account Management screen. 

Assigning a Chart to a Site

When creating a chart, the client’s location will appear on the top bar, as shown below. To change the client’s location, click the Location link and select a new one from the dropdown. 

The dropdown displays all the configured locations. You can select one from the list.

Filtering Chart Details by Location (Site) 

In the Chart Room, the client list is filtered by the location they’re assigned to. For example, if a client is assigned to "In Office," selecting this location from the Working at dropdown and choosing Working at Site Only will display only clients from that site.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.