Overview

We have created a new concept in the software, Business Units, to facilitate dividing locations into groups for reporting purposes. 

Users often want to simply group their service locations for reporting purposes. The business unit setup for locations gives users the ability to easily do this using only the “Service Location" business unit field.

However, for practices that do frequent work at hospitals, they may want to allocate financials based on patients' originating offices, instead of based on the hospital itself. In this case, the hospital Service Location business unit can be set to defer to the Patient Location (and then that location's Patient Location business unit will be used).