Organization

This screen allows the organization information to be entered and the first facility to be entered.  Clicking Organization on the main menu displays this screen:

Features of the Organization screen:

Organization Details:

Organization: The Organization is the legal name of the physician group and the main location of the group.

NPI: The national provider ID (NPI) is required to file claim.

EIN: The employer identification number (EIN) is used for tax purposes.

Phone #: Telephone number of the office.

Fax #: Main fax number

Address 1: The first line of the address

Address 2: The second line of the address. This is not a required field and can be left blank if desired.

Country: Select the country office is located in. This option defaults to USA.

State: Select the state.

City: Select the city.

Zip: Enter the zip code if it has not been automatically entered after filling in all other address information. A zip code can also b be used to fill in the State and City boxes. To do this, enter the zip code in the search box after filling in the Address 1 and/or Address 2. As you enter your zip code the city and state is displayed, choose it from the menu.

Billing Address:

Address 1: The first line of the billing address

Address 2: The second line of the billing address. This field can be left blank if desired.

Country: Select the country. This option defaults to USA.

State: Select the state.

City: Select the city.

ZIP: Enter the zip code if it has not been automatically entered after filling in all other billing address information. A zip code can also b be used to fill in the State and City boxes. To do this, enter the zip code in the search box after filling in the Address 1 and/or Address 2. As you enter your zip code the city and state is displayed, choose it from the menu.

End of Year Date: Select the month in which the fiscal year for this organization ends.

Phone: Enter a phone number for contact about billing

Terms & Conditions:

License Acceptance: After reading the license, the user accepts the terms of the license for their organization by checking this box.

Click the Save button at the top of the screen to update this information.