Adding a New Facility: Quick Reference Guide

1. Adding a New Facility

To create a new facility, first go to Master, then Facility Master. Next, enter the NPI in the Search NPI box and click Search. Review the information in the popup, and click Select to automatically populate the appropriate fields. Finally, fill out the remaining required fields, including Tax ID, Place of Service, and Facility Specialty. For best practice, also fill out the non-required CBSA Code field.

2. Editing and Deleting Facilities

When adding a new facility, you'll need the PPS calculation to work, as well as the Medicaid and Medicare Provider Numbers. Only fill out the Pay to Name field if it differs from the Facility Name to avoid rejection in Waystar. Click Save to finalize. To edit a facility, go to Master, then Facility Master, click the Facility Name, make your changes, and click Update. Note that facilities can only be deleted if they haven't been associated with a Billing Entity, patient, or claim. If they have, mark them as inactive. To delete, go to Master, then Facility Master, click the Facility Name, and click Delete.