Site List

In the Main Menu, click Lists, Sites.

The Site List is a list of sites used in Public Health and by mobile clinics to track grade schools, nursing homes, etc. Sites can be assigned to patients and to procedures (Procedure - Misc Tab).

Sites should not be used to track fixed location dental offices. Use Clinics instead. Clinics and sites can be used together. For example, if you have multiple mobile units, each mobile unit would be a clinic, and each location where they park to provide treatment would be a site.

Click Add or double-click an existing site to edit.

Technical Details

To send the site's place of service, NPI#, and address on electronic (5010 format) claims:

  1. Create a provider that is not a person and for NPI enter the site's NPI.
  2. For the site: Assign the provider as the default provider. Set the default place of service (not office). Enter the site's address.
  3. Assign the site to at least one procedure (Procedure - Misc Tab).
  4. Create the claim and send it.

To send the site's place of service, NPI#, and address on paper claims:

  1. Create a provider that is not a person and for NPI enter the site's NPI.
  2. For the site: Assign the provider as the default provider. Set the default place of service (not office). Enter the site's address.
  3. Create a new claim form for each site. Add text fields for box 54 and 56. See Claim Forms.
  4. Create the claim, change the claim form to the one created for the site, then print.