Add a Location

This article outlines the steps to add new locations to your Compliance Manager account, helping you organize and manage your compliance data by site.

Follow these steps to add a location:

1. Navigate to Admin My Organization and select Location from the left panel. The Manage Location screen will be displayed. 
2. Hover over the Add icon to create a new location. You can also use the add icon on My Organization Overview page and select Add Location from Actions menu. An Add Location window will be displayed.
3. Select the parent location from the Location field. This can be the global organization or any existing location already added to the system.
4. Select a template to define the information that needs to be collected for the new location.
5. Fill the required details in the Add Location screen:

• • Name: Enter the desired name of the location.
  • Client ID: Provide the unique client identifier.
  • Employer ID (EIN): Enter the employer identification number.
  • National Provider Identifier (NPI): Add the NPI if applicable.
  • Address: Include street address, city, state, and phone number.
  • FREYA: Select the applicable FREYA designation from the dropdown.
  • Total Number of Estimated Employees: Specify the total number of employees at the location.
  • Accreditation: Add any accreditation details, if available.
  • Complete any other required fields as indicated.

6. Once all necessary information is entered, click Save Location to create the new location.

Note:

• • Fields marked with an asterisk (*) are mandatory and must be completed before you can save the location.
  • User can also bulk import the location details. Click Bulk Location Import Files and follow the instructions.

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