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📄 Help Article March 31, 2026

Configuring Multi-Facility Practices in MDiTek

MDiTek supports multi-facility setups, allowing clinics with multiple locations to manage providers, scheduling, billing, and reporting across all sites within a single system.


Overview

A “facility” in MDiTek represents a physical clinic location. Configuring multiple facilities allows you to:

  • Schedule appointments by location
  • Assign providers to specific sites
  • Separate billing and reporting per facility
  • Improve workflow organization

Step-by-Step Setup

Add Facilities

Go to:

Administration → Clinic → Facilities

  1. Click Add Facility
  2. Enter:
    • Facility Name (e.g., “Downtown Clinic”)
    • Address and contact information
    • Phone and fax numbers
  3. Mark as Active
  4. Save

Repeat for each location


Assign Providers to Facilities

Navigate to:

Administration → Users

  1. Edit a provider
  2. Locate Facility assignment
  3. Select one or more facilities
  4. Save

This controls where providers can be scheduled


Configure Scheduling by Facility

Go to:

Calendar / Scheduler

  • Select facility from dropdown
  • Create appointments tied to that facility
  • Ensure providers are scheduled only where assigned

Set Default Facility (Optional)

You can set a default facility:

  • At the user level (per provider/staff)
  • At login/session level depending on configuration

Helps reduce manual selection errors


Configure Billing by Facility

Ensure billing reflects correct location:

  • Verify facility is attached to encounters
  • Check billing settings for:
    • Tax ID (TIN)
    • NPI
    • Billing address

 Important for claims submission


Use Facility Filters in Reports

Navigate to:

Reports → Financial / Clinical Reports

  • Use Facility filter to:
    • View location-specific revenue
    • Track provider productivity per site
    • Monitor patient volume by location

⚠️ Common Issues

  • Providers not showing in scheduler → not assigned to facility
  • Appointments missing facility → incorrect setup
  • Billing errors → wrong facility linked to encounter
  • Reports inaccurate → facility filter not applied

🛠️ Troubleshooting Tips

  • Double-check provider-facility assignments
  • Verify facility is selected during scheduling
  • Confirm encounter is tied to correct facility
  • Review billing configuration for each location

✅ Best Practices

  • Use consistent naming conventions for facilities
  • Assign providers only to relevant locations
  • Set default facility for users when possible
  • Train staff to verify facility during scheduling and billing
  • Run reports by facility regularly

 

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