Associating an Organization to a Parent Organization

To associate an organization with a parent organization, follow these steps.

Method 1

  1. Click the checkbox next to the organization name. Then, click the Edit button (pencil icon).
  2. Click the Edit button (pencil icon).
  3. On the Quick View panel, associate a parent organization by accessing the dropdown options and either adding an existing one or creating a new one.
  4. Click on the Save button.

Method 2

  1. Locate the organization to associate a parent organization with and click on the organization’s name.
  2. On the Organization Details screen, click on the Edit button.
  3. Access the Parent Organization dropdown and associate an existing or create a new parent organization.
  4. Click on the Save button.

Note:

  • The Organization Details view contains additional fields not available within the quick-view panel i.e., NPI, Website, etc.
  • Refer to the Creating an Organization section to understand how to create a parent organization.
  • From the Parent Organization details page, users can view associated child organizations under the Related Organizations tab.