Managing Multiple Office Locations with Separate Budgets and Payment Methods

If you have multiple office locations and want each location to manage their own budgets, payment methods, and rewards independently, each office location needs to be set up as a separate Zingage account.

What separate accounts enable

When each office location is set up as a separate Zingage account, you can have:

• Distinct wallets and credit cards for each location

• Independent budgets and spending limits

• Location-specific reporting and controls

• Separate reward setups and management

• Individual day-to-day management by location managers

How to set up separate accounts

To create separate Zingage accounts for your office locations:

1. Contact WellSky or your agency's EMR provider to request that they create a new customer record for each additional location

2. Each separate account will be priced independently

3. Once set up, each location can manage its own goals, budgets, and limits

Single account limitations

If your organization remains as one Zingage account with multiple locations, you cannot have separate financial management, payment methods, or independent budgets for each location. All locations would share the same wallet, budget, and management controls.

If you are a WellSky user, for pricing details and to set up separate accounts, contact WellSky directly, as they manage the account creation and billing structure.