Business Units – Branches Tab

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Path: Administration>Configuration>Business Units

Use this tab to define active branches within your Business Unit. To make the branch record available for use, select the Active check box. For each branch, you can enter address information such as street address, city, state, and ZIP code, specify phone number and extension, fax, and e-mail.

If required by your agency, you can also edit or complete the following information for each branch:

Field	Description
Cash Account	Enter the cash account number to be used in an external accounting system, if any, up to 25 alphanumeric characters.
Pharmacia ID	Enter the ID number for sending the appropriate HL7 messages, up to 20 alphanumeric characters.
M0016	Enter the Branch ID to be used in assessments, up to 10 alphanumeric characters. If the branch is selected for the admission status line (in Patient>General>Admissions & Status) where an assessment is created, then the Branch ID is taken from the corresponding branch in Administration>Configuration>Business Units>Branches>M0016. Otherwise, the Branch ID is taken from Administration>Configuration>Business Units>Address>M0016. If only partial information is specified for the specific branch (only M0016 value), then the missing information (the state for the M0014 value) is taken from Administration>Configuration>Business Units>Address, if any. Important: The M0016 value is prefilled into an assessment at the time of the assessment creation. Thus, if you update the M0016 value in the Administration component, the previously created assessments will not reflect these changes.

Field

Description

Cash Account

Enter the cash account number to be used in an external accounting system, if any, up to 25 alphanumeric characters.

Pharmacia ID

Enter the ID number for sending the appropriate HL7 messages, up to 20 alphanumeric characters.

M0016

Enter the Branch ID to be used in assessments, up to 10 alphanumeric characters.

If the branch is selected for the admission status line (in Patient>General>Admissions & Status) where an assessment is created, then the Branch ID is taken from the corresponding branch in Administration>Configuration>Business Units>Branches>M0016. Otherwise, the Branch ID is taken from Administration>Configuration>Business Units>Address>M0016. If only partial information is specified for the specific branch (only M0016 value), then the missing information (the state for the M0014 value) is taken from Administration>Configuration>Business Units>Address, if any.

Important: The M0016 value is prefilled into an assessment at the time of the assessment creation. Thus, if you update the M0016 value in the Administration component, the previously created assessments will not reflect these changes.

M0016 General Instructions

If your agency has a branch, then the Branch ID that is assigned by CMS in Administration>Configuration>Business Units>Branches>M0016 for that specific branch.

If you are a parent agency that has branches, enter 'P' followed by 9 blank spaces in Administration>Configuration>Business Units>Address>M0016. If you have a home office that provides care to patients, set up a branch in Administration>Configuration>Business Units>Branches, and enter 'P' followed by 9 blank spaces for that branch in the M0016 field.

If you are an agency with no branches, enter 'N' followed by 9 blank spaces in Administration>Configuration>Business Units>Address>M0016 and for each branch created in Administration>Configuration>Business Units>Branches>M0016 (if your branches are used for other purposes and are not technically recognized as branches as defined by CMS).

The M0016 number specified on this tab is used only if the branch is selected in the Branch column in Patient>General>Admissions & Status>Status (the Branch column is available if the Use Branches check box is selected in the Branches section in Administration>Configuration>Business Units>Basic>Settings>Administration).

Field	Description
Cost Center	CodeEnter the code to be included in the pay rates calculator export file, up to 25 alphanumeric characters.
Payroll Company Code	Specify the necessary value if your Payroll payment software requires an identifier. This information is optional and may be required by your export target software.
Print Address Exceptions	Select this check box to make the Branch Level address printing rules active. On selecting this check box, the Rules button becomes active and allows defining the Branch Level address printing rules in the Address Print Option Controls window.