Adding locations with or without different entity and/or bank info

Created by PlanSplit Support, Modified on Fri, 12 May, 2023 at 1:13 PM by PlanSplit Support

  1. If there are multiple locations with at least 50% shared ownership, you can add them to the same Provider Portal. 
  2. In the provider portal select Add Location, Enter the information required, and select Submit. 
    • Note that each location can have the same or different d/b/a, entity info, and/or bank information. The bank information you enter will be the bank receiving the net plan payment payouts.  The primary location will continue to be the one getting charted for the monthly platform fee. 

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