Associating an Organization to a Parent Organization
To associate an organization with a parent organization, follow these steps.
Method 1
- Click the checkbox next to the organization name. Then, click the ‘Edit’ button (pencil icon).
- click the ‘Edit’ button (pencil icon).
- 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.
- Click on the Save button.
Method 2
- Locate the organization to associate a parent organization with and click on the organization’s name.
- On the Organization Details screen, click on the Edit button.
- Access the Parent Organization dropdown and associate an existing or create a new parent organization.
- 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.