Example

Let’s say I have five locations – North Office, North Audiology, West Office, West Audiology, and Mercy Hospital. I want to split my financials into two business units – North and West. Patients from all these locations may go to Mercy Hospital for procedures.

Here’s how I would set this up:

  Location

  Service Location Allocation

  Patient Location Allocation

  North Office

  North

  North

  North Audiology

  North

  North

  West Office

  West

  West

  West Audiology

  West

  West

  Mercy Hospital

  Patient Location



In this setup, financials on claims where service location is North Office or North Audiology are allocated to North. Financials on claims where service location is West Office or West Audiology are allocated to West. And if the service location is Mercy Hospital, it defers to the Patient Location on the claim.

If this patient location is North Office or North Audiology, it still allocates to the North, and West Office and West Audiology still allocate to the West. However, I leave my patient location allocation for Mercy Hospital blank – if someone has set this up as a patient location in a patient chart, they’ve made a mistake, and I want the business unit to remain uncategorized until I can resolve it.