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You must configure at least one Site in Penelope. If you’re newly configuring Penelope, you’ll notice that your database comes pre-loaded with a Head Office which you can update the naming and details of your own location.
Site Profile Settings Reference
Setting | Description |
Site Name | The name of your Site or location. The name you type in this field is how the Site name appears throughout Penelope (for example, Site-based filters). |
Parent Site | An option to indicate that a Site is a branch, affiliate, office, etc. of an existing Site configured in Penelope. |
Place of Service | Place of Service is code used in US-based claims to specify the entity where a service was rendered. For information about specific codes, visit www.cms.gov. |
Active | An option to make a Site active or inactive. By default, newly created Sites are active. |
Site Location Same as Agency | When checked, the EDI Loop 2310C is skipped regardless of the Place of Service code. |
Contact Information | The address, phone number, and fax number for the Site.
Note: The information that you include here can appear in the header of financial documents. |
Creating a New Site
We recommend adding your head office/s first and then creating any subsequent offices.
1. Navigate to System Setup > Site > List tab.
2. In the Agency Site section, click Add.
3. Complete the profile information for your Site. Refer to the Site Profile settings reference topic for details about specific fields.
4. Click Save.
Setup Site-Based Hours of Operation
Site Hours of Operation are the days of the week you provide service at this location including your opening and closing times.
Configure Days of the Week Agency is Open
1. In the Site Hours of Operation section, in the Day column, click a day of the week that you’re open.
2. In the In field, type the opening time for that day modifying the am/pm setting as needed.
3. In the Out field, type the closing time for that day modifying the am/pm setting as needed.
4. Click Save.
Repeat as required for additional days of the week.
Configure Days of the Week Agency is Closed
1. In the Site Hours of Operation section, in the Day column, click a day of the week that you’re closed.
2. In the Day column, click a day of the week that you’re closed.
3. Enter identical In and Out times.
4. Click Save.
Repeat as required for additional days of the week.
Setup Site-Specific Closure Dates
These are days your Site closes throughout the year that are unique to the particular Site (and differ from the dates you set at the Agency-level).
Note
The closure dates you set are applicable to the specific year you choose (for example, a closure date for January 1, 2018 is applicable only for the 2018 year). You may consider adding a reminder to configure closure dates for future years.
1. In the Site Closures section, click Add.
2. In the Closure Date field, type a closure date or select from the calendar.
3. In the Description field, type a label for the date. For example, Family Day.
4. Click Save.
Repeat for additional dates.
Optional Configuration Steps
Setup a Site based Bank Account
For information about setting up and using Bank Accounts see the Bank Account section of the Billing Module Configuration Guide.
Add URLs to the Site Profile
1. In the URLs section, click Add.
2. In the Name field, type the label you want to appear for the website.
3. In the Description field, type the URL for the website.
4. Click Save.
Create Site-Specific Settings for External Communications
If you’ve enabled External Communications, you can optionally set a Site-specific sender for Event Confirmation messages as well as a specific Worker Category to receive Return of Confirmation messages. If you don’t configure this section, your general Agency-wide settings will be used instead.
1. In the Client Confirmation Override section, click Edit.
2. In the Sender of Confirmation field, begin typing the name of the Worker you want to act as the message sender and choose from the suggest lookup list.
3. In the Include Additional Recipients on Return of Confirmation drop-down, choose a Worker Category for the Site.
4. Click Save.
Populate your Site User Defined fields
Complete this step if you’ve configured Site-based user defined fields.
On the Site page, navigate to your User Defined tab and click Edit.
Complete the fields as applicable or required.
Click Save.