New Clinic


All clinic info should be housed here.

Some clinics will have multiple clinics in this area.

This is the only area to indicate a Clinic Tax percentage for products sold and the Clinic ID that is to be presented in box 26 on a HCFA form.


Go to Admin

Select Clinic

Select Add

Please note: If you are setting up CoAction for the first time, CA comes with a test clinic already added. Do not select ADD, Select Edit and replace info.

Enter All Info pertaining to Clinic


  • Name of Clinic
  • Address
  • Phone/Fax Number
  • Email
  • Website
  • Sales Tax percentage
  • Clinic ID


Clinic ID displays a Red box with the number 26 inside.

This is letting you know, the info entered, is printed and required on the

CMS-1500 HCFA form in box 26


Select Save When Finished

(Please note: You will see a Red! if necessary info was not entered before selecting Save)


Additional Information:

You will see a second tab within the Clinic Window called:

Scheduler Time Interval

This tab is not an area where info will need to be added.

This area only displays the Reasons of Visits Connected to a clinic.

When adding a New Clinic, this area will be blank until Reasons of Visits are added to Admin>>Reasons of Visits


Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.


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