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Feature: PM-27 Multi-Site & Multi-NPI Configuration
Last Updated: 2026-03-01

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Overview

Multi-Site Billing Configuration allows organizations operating across multiple locations to maintain separate billing identities (NPI, Tax ID, addresses) per site. This ensures claims are generated with the correct provider and facility information for each location.

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Getting Started

Navigate to Practice Management → Site Billing in the sidebar (under the Settings group).

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Required Permissions

PermissionDescription
pm.sites_billing.viewView site billing configurations
pm.sites_billing.manageCreate and edit site billing configurations
pm.sites_billing.transfer_viewView patient site transfer history
pm.sites_billing.transfer_createRecord new patient site transfers
Org Admins are granted all permissions automatically.

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Configuring a Site

  1. Click Configure Site on the Site Billing list page.
  2. Select the site from the dropdown (only sites not yet configured are shown).
  3. Fill in billing identity fields:
    • Billing NPI — The site’s National Provider Identifier (10 digits)
    • Tax ID — The site’s Employer Identification Number (9 digits)
  4. Enter the Billing Address (street, city, state, ZIP).
  5. Optionally check Same as billing address to copy the billing address to the pay-to address, or enter a separate pay-to address.
  6. Optionally set:
    • Default Place of Service Code (e.g., 11 for Office, 57 for Residential)
    • Fee Schedule — Links to PM-07 fee schedules
    • Clearinghouse — Links to PM-15 clearinghouse configurations
  7. Click Save.

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Editing a Configuration

Click the site name in the list to open the edit dialog. All fields are editable.

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Security Notes

  • NPI and Tax ID values are masked in the list view (showing only the last 4 digits) for security.
  • Full values are visible only in the edit dialog to authorized users.

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Patient Site Transfers

When a patient moves between facilities, record the transfer for billing continuity:
  1. Open the patient’s detail page.
  2. Navigate to the Transfers tab.
  3. Click Record Transfer.
  4. Select the From Site and To Site.
  5. Set the Transfer Date.
  6. Optionally add Billing Handoff Notes for the receiving site’s billing team.
  7. Click Record Transfer.
Transfer history is maintained for audit and billing reconciliation purposes.

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Integration with Claims

When PM-08 (Claims Management) generates claims, it resolves the site from the appointment or encounter and loads the corresponding pm_site_billing_config to apply:
  • Billing NPI and Tax ID on the claim header
  • Billing and pay-to addresses
  • Default place of service code
  • Fee schedule for rate lookup
  • Clearinghouse routing for submission

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FAQ

Q: What happens if a site has no billing config?
A: Claims for that site will use the organization-level defaults. Configure all active billing sites to ensure accurate claim generation. Q: Can I delete a site billing configuration?
A: Only Org Admins can remove configurations. This action is restricted to prevent accidental loss of billing identity data. Q: Are transfers required for billing?
A: Transfers are optional but recommended for multi-site organizations to maintain clear audit trails of patient movement between facilities.