Page History

Overview

Panel

Info
The Create Organization page is used to record the name and address of a guarantor organization.

Info

To open the Create Organization page:

From the Menus:	Via Shortcut Keys:
Open the File menu, select New, and then select Organization	Press [Alt] + [F] + [N] + [O]

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Field	Type	Required	Description
Name and Address Section
Name	Free Text	Yes	The name of the organization responsible for the patient.
Address	Free Text	Yes	The street address of the organization responsible for the patient.
City	Free Text	Yes	The city the organization is located in. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the name of the city in the space provided.
State	Free Text	Yes	The state abbreviation where the organization is located. The field will auto-populate when the Zip Code is entered. However, the field can be edited by typing the state abbreviation or selecting an option from the drop down list.
Zip Code	Free Text (Numeric)	Yes	The five-digit plus 4-digit postal code where the organization is located.
Tax ID Section
Tax ID Number	Drop Down / Free Text	No	The number an organization uses as its tax identification number: Employer Identification Number (EIN) or Social Security Number (SSN).
Contact Information Section
Contact Name			The Last, First, and Middle names of the person at the organization who is the primary contact. A Suffix, for example, Sr., Jr., or III, can also be entered, if applicable.
Phone Number			The primary telephone number and extension (if applicable) of the contact at the organization.
Fax Number			The primary facsimile number and extension (if applicable) of the contact at the organization.