Avea Account Structure

This article reviews the structure of your AveaOffice Account. There are four main account components: Managing Organization, Organization, Practice, and Facility.

Avea is designed to support both In House Billing Teams as well as Billing Service Providers, with specific recommended account setup instructions for each use case.


Managing Organization

At the top of the account pyramid, the Managing Organization Admin displays your company's legal business name and houses all Organizations, Practices, and Facilities. 

  • Manage: Claim automation settings, queues, statuses, and issue tags used in Avea workflows are available across all subordinate accounts. 
  • Users Types: Managing Org Admin users are created at this level and typically have access to all data and workflows within your AveaOffice account. 
  • Reporting: Reporting at this level can report on data from all associated organizations. 
  • In-House Billing Teams: A managing organization name is usually the same as the organization since data can all be housed in one profile. 
  • For Billing Service Providers: A managing organization is typically your legal business name. Your client's accounts will be created as separate organizations under your managing org to separate their unique data. 


The Organization displays a company's legal business name and houses all Practices and Facilities. Patient profiles are also stored at this level. 

  • Manage: Any action a user takes within a practice is tracked at the organization level. 
  • Users: Organization users can only access Practice and Facility data and cannot change workflows or automation. 
  • Reporting: Reporting at this level can only report on Practices and Facilities tied to the organization. 
  • In-House Billing Teams: The Organization is usually the same as your Managing Org and can house as many Practices and Facilities as needed.
  • Billing Service Providers: An organization is unique to your client's business in order to separate their data from your other clients. Each client's organization can have as many practices and facilities as needed.


The Practice houses the master list of all location, payer, and service data needed to bill claims. Patients can be associated with one or more practices to manage a treatment episode. 

  • Manage: Attendance and claim generation functions live at this level. Additionally, Tax ID is stored at this level. 
  • Users: No user profiles or reporting access is available at this level. 


A facility can house unique profile information for a servicing location and references billing data from the Practice's master list that should only be associated with the physical servicing location like service rates and rendering providers. 

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