Chapter 5: Branch Management
Chapter Overview
What You'll Learn:
- When Branch Management is available
- How to add and edit branches
- How branches relate to users (not fee schedules)
Time to Complete: 10 minutes
Who Should Read This: Agency Administrators at multi-location agencies
Prerequisites: Chapter 4: Agency Settings
Text-only. Labels match the screen.
5.1 When You See Branch Management
Path: Settings → Branch Management → /dashboard/settings/branch-management
Requires:
- Feature Multi-Branch Management on your plan
- Permission to manage branches
If the feature is missing, you see an upgrade / feature message instead of the full page.
Billing-only agencies: Branch Management and the top-bar branch switcher are hidden.
5.2 What You See on the Page
- Title: Branch Management
- Button: Add New Branch
- Table columns: Branch name · Address · State license # · Status · Actions
- Status chips: Active / Inactive
5.3 Add or Edit a Branch
Click Add New Branch or edit an existing row. Modal title: Add New Branch or Edit Branch.
| Field | Notes |
|---|---|
| Branch Name * | Required |
| Address Line 1 * | Required |
| Address Line 2 | Optional |
| City *, State *, Zip Code * | Required |
| Phone Number | |
| State License # | Under Compliance Identifiers |
| Medicare PTAN # | Under Compliance Identifiers (in the modal; not a list column) |
| Status | Active / Inactive |
Buttons: Save Branch / Cancel.
There is no separate branch Email field in the current modal.
5.4 How Branches Are Used
- Users are assigned to branches (and roles) in User Management — see Chapter 8.
- The top-bar Branch switcher changes the active branch context for multi-branch users.
- Fee schedules / service codes / HIPPS rates are configured per payer under Payer Setup — not per branch.
5.5 Common Mistakes
- Expecting Branch Management on billing-only agencies — it is hidden.
- Looking for fee schedules “per branch” — rates live on the payer.
- Expecting PTAN in the table columns — it is only in the edit modal.
- Assuming every plan includes multi-branch — it is feature-gated.
5.6 Quick Checklist
- Feature enabled and Branch Management visible
- Head office / additional branches created with correct licenses
- Users assigned to the right branches in User Management
Next: Chapter 6: Payer Setup