Steps to Edit an Organization:

There are two ways to Edit an Organization explained below.

1. The first method to edit a specific organization is to click the checkbox next to the organization name. Then, click the "Edit" button (pencil icon). Refer to the screenshot below.

   

2. The Quick View panel will display in the editable stage on the right side of the screen.

   

3. Once the updates are made, click the "Save" button. Refer to the screenshot below.

Second method to edit an Organization

1. To edit an organization to click the organization name directly. This will open the "Organization Details" page.

   

2. Note: The “Organization Details” page contains additional fields that are not available within the quick-view panel (For Example: NPI, Website, etc.)
3. To edit the organization, click the "Edit" button located on the Organization Details page. Select the fields you need to edit and make the necessary changes.

1. Once the changes are made, click the "Save" button to save the updates, or click the "Cancel" button to discard them.