Manage Business Units

1. Go to Administration>Configuration>Business Units. The Business Units window opens with the Basic tab active.
2. In the left pane, select the Business Unit you want to edit.
3. Make the appropriate changes to the fields on the appropriate tabs:

• Business Units – Basic Tab
• Business Units – Address Tab
• Business Units – Branches Tab
• Business Units – Teams and Legal Entities Tab
• Business Units – Provider NPI Tab
• Business Units – QIES Facility ID Tab
• Business Units – Assessments Tab
• Business Units – Billing Formats Tab
• Business Units – Exchange Communities Tab
• Business Units – Scopes Tab

4. If needed, click Settings and complete the fields as necessary on the appropriate tabs (for more information, see Business Units – Settings window).
5. Save your changes.

Note: To delete Business Units, contact Netsmart Homecare Staff for assistance.