What an agency is

The Agencies settings page with the agencies table and the Add Agency button.

An agency is your EMS organization — the ambulance service that provides care and submits claims. One Billing company can own several agencies. The agency record holds the agency's name and primary contact. The information that actually appears on claims (address, NPI, Tax ID, state license) is set up one level deeper, on agency locations.

Creating an agency

  1. Go to Settings in the menu.
  2. Click Agencies.
  3. Click Add Agency.
  4. Fill in Agency Name, Contact Name, Contact Phone, Contact Email, and Status (Active or Inactive).
  5. Click Create. Billing drops you on the agency detail page so you can add locations next.

Editing an agency

On the Agencies table, click View in the row for the agency you want to change. The Overview tab shows name, contact info, and address (populated from the agency's primary location). Use the edit control next to the agency name to update the name, contact details, or status.

Setting up everything else

Most of what customers think of as "agency settings" lives on the tabs of the agency detail page:

  • Overview — agency name, contact, and locations list.
  • Billing & Fees — fee schedules and payer enrollments (see Agency locations and fees).
  • Quality Audit — QA rules and SOP references.
  • Credentialing — crew credentials.
  • Import / Export — per-agency NEMSIS imports.
  • Integrations — NEMSIS web service and FTPS credentials (see Agency integration settings).
  • Client Portal — portal user management (see The client portal).

Tips

  • Tax ID and NPI live on the location, not the agency. When you create the agency, add at least one location right away so claims have something to bill from.
  • Set an agency to Inactive instead of deleting it if you are no longer billing for it. That keeps historical claims intact.