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Overview

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

How to Get Here?

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]

 

 


 

Field Definitions

Field

Type

Required 

Description

Name and Address Section   
Name

Free Text

Yes

The name of the organization responsible for the patient.

Address 

Free Text

YesThe street address of the organization responsible for the patient.  
City 

Free Text

YesThe 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

YesThe 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)

YesThe five-digit plus 4-digit postal code where the organization is located.
Tax ID Section    
Tax ID Number Drop Down / Free TextNo

The number an organization uses as its tax identification number: Employer Identification Number (EIN) or Social Security Number (SSN).

Contact Information Section    
Contact Name Free TextNoThe 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 Free Text (Numeric)NoThe primary telephone number and extension (if applicable) of the contact at the organization.
Fax Number Free Text (Numeric)NoThe primary facsimile number and extension (if applicable) of the contact at the organization.

 


 

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