Settings: Company Tab (Locations)

The Company setting tab allows you to manage your company and individual location settings. This includes key information like NPI and address; and brand-specific items like logos and form headers.

Required Permissions: Super Admins

Edit Company/Locations

Use the following instructions to make updates to your company and related locations. 

1. Click on your initials and select Settings. 
2. Open the Company tab. 
3. The first item listed in this tab is your Company. Any items listed below that are Locations. 
4. Click on the Edit icon to make updates.

Company Settings

From the Edit Company page, you can add and update the following items. 

General Company Information

This information may be later auto-populated into consent forms.

• Company name
• NPI
• Tax ID
• Medicate PTAN
• Medicaid ID/PIN

MR Format

Click the drop-down under MR format and pick from the options:

• Year-Counter: the calendar year, followed by a sequential number.
• Incremental: a sequential number

You can also add an MR prefix and suffix if you choose.

Logo

To add your company logo:

1. Click Choose File. If your instance has an existing logo, click Delete Logo.
2. Click Add Logo, choose the file with your company’s logo and upload.

Company Location

• Address
• Phone
• Fax
• Website

Header/Footer

You can add a header and/or footer to your documentation, printouts, and PDFs. Simply type in your text and use the text-editor tools to format. You don't need to include your Logo as this will appear by default.

Click Submit to save your changes.

Add Location

Organizations with a master instance who would like to add a new location must contact Support. Users with single instances can add new locations using the + New Location button.

Location Settings

From the Edit Location page, you can add and update the following items. Location settings will override the Company and Instance settings.

General Location Information

• Location Name
• Short Name
• Enabled Checkbox
• ePrescribe Clinic ID (only for organizations who use Kipu's eRx feature in a master instance)
• NPI
• Tax ID
• Medicate PTAN
• Medicaid ID/PIN

MR Format

Each Location can choose its own MR format. Click the drop-down under MR format and pick from the options:

• Year-Counter: the calendar year, followed by a sequential number.
• Incremental: a sequential number

You can also add an MR prefix and suffix if you choose.

Logo

To add your location logo:

1. Click Choose File. If your instance has an existing logo, click Delete Logo.
2. Click Add Logo, choose the file with your company’s logo and upload.

Location Details

• Address
• Time Zone (master instances only)
• Phone: The number listed here will be the one listed on all appointment communications for this location if your location uses the Reply to Phone Number macro. For more information on appointment communications macros, click here.
• Fax
• Website
• Telehealth Contact Email Address: This feature is tied to the legacy calendar telehealth feature. Once you migrate to the new scheduler, this email address is configured under the Scheduler Preferences. 

Buildings

If your organization uses the Occupancy feature to manage beds and rooms, you'll assign the building to this location using the checkboxes. 

Patient Options (Master Instance Only)

Use the patient string box to indicate how you'd like to name patients within this location. Common names include clients, residents, etc. Be sure to use a singular version of the chosen title (e.g., Client), and capitalize the word how you would like to appear in the application. Leave blank to use Patient.

MAR Observation Status (Master Instance Only)

Selecting an option from this drop-down will override the Instance settings.

Choose from the following options when documenting in the Med Log:

• Mark MARs observed/administered based on roles: Doctors and Nurses will document as administered, and Techs will document as observed.
• Mark all MARs as observed: All roles will document as observed.
• Mark all MARs as administered: All roles will appear as administered.
• Mark all MARs as patient reported: All roles will document as Patient reported to [user documenting].

Hardware Options (Master Instance Only)

Selecting an option from this drop-down will override the Instance settings. Use this drop-down to tell Kipu to look for your compatible signature pad.

Inventory Options (Master Instance Only)

Check the Use Default Inventory Options to use the inventory settings as configured in the Instance tab.

Or, you can use the checkboxes below that option to select how you'd like the manage inventory for this location. 

• Use Facility Inventory: Enable inventory that is managed at the facility. 
• Use Patient Inventory: Enable inventory that is managed for patients. 
• Transfer from Facility Pharmacy: When both Facility and Patient Inventory are enabled, the feature allows transferring medications from Facility inventory to Patient inventory and back.
• Default for replenish alert: Auto-calculates the replenishment amount (for both inventory levels) when a new medication is added to the inventory. The replenish alert appears next to the medication once the remaining amount of that medication is less than the replenish amount. This can be set to 10%, 20%, 30%, 40%, or 50%.

PRN Medication Administration Interval (Master Instance Only)

Check the Use Default PRN Medication Administration Interval option to use the default interval as configured in the Instance tab. 

Or, use the drop-down to select the amount of time at which a PRN medication with an interval frequency prior can be given early, if at all for this location. Your options are:

• After half of the required time interval has elapsed
• Up to 120 minutes before the next dose: When selecting this option, type in the number of minutes (0 to 120) before the next allowed dose.

Require New Orders Acknowledgement (Master Instance Only)

The Use Default Require New Orders Acknowledgement option is enabled by default to use the settings configured under the Instance tab. 

When it is not selected, you can enable it for the chosen location only by selecting it here.

Patient Default Contact Details

Use Default Patient Contact Details and Use Patient Contact Details allow you to set the level of patient contact details on the facesheet.

• Use Default Patient Contact Details: Choosing this option will default to the option chosen under Settings > Instance.
• Use Patient Contact Details: Choosing this option will split the patient contact's name and address into separate fields.
  • Selecting this option will also include the Lab Testing section.
  • This option will also enable the guarantor options in the Contacts section when Guarantor is chosen as the relationship for instances that use CollaborateMD.

Medication Response (Master Instance Only)

Check the Use Default Medication Response option to use the default as configured in the Instance tab.

 Alternatively, determine if you want to document efficacy and adverse reactions to medications. The First Response button will show up on the first Observed/Administered dose of an order on the Med Log/MAR. You can configure the following options for this location:

• Ongoing Response PRN & Scheduled: Document efficacy and adverse reactions on all doses of scheduled and PRN medications.
• Ongoing Response PRN only: Document efficacy and adverse reactions on all doses of PRN medications.
• Ongoing Response Scheduled only: Document efficacy and adverse reactions on all doses of scheduled medications.
  • Minutes Until Response: For each of the above settings selected, set up a specific number of minutes before the medication's response requires documenting. This will appear in the Med Pass on the dashboard when this time interval has elapsed.

Scheduled Closure Dates

Instances with MAT enabled will also have the option to include Scheduled Closure Dates. Click here to learn more.

Header/Footer

You can add a header and/or footer to your documentation, printouts, and PDFs. Simply type in your text and use the text-editor tools to format. You don't need to include your Logo as this will appear by default.

Click Submit to save your changes.

Maryland: Enable CRISP Integration

This is only available in master instances and can be ignored as there is no general functionality.