Configuring Organizations for a Partner
The Organizations tab of Partner Configuration will display a listing of all practices/organizations that belong to the partner, including the the Organization Name, Client Id, Org ID, Practice ID, Location, Communication Status and Account Status. An organization represents a medical provider (generally the legal entity). The Org ID and Practice ID are system-generated unique identifiers and cannot be edited. The Location is the City, State of the physical address for the organization and is intended to give a general sense of the location of each facility. The Communication Status controls whether outbound notifications (Email, SMS, and print) are enabled or disabled. NOTE: It will not clear the queue of upcoming notifications. It will only prevent future notifications from being queued up by Dunning. The Account Status reflects the current status of the organization. It supports the same values as the Account Status for a partner: Active, Inactive, Suspended and Archived.
The breadcrumb at the top allows you to return to the partner list by selecting Configuration. The Search box can be used to search/filter the list of organizations by name or client ID. To add a new organization to the partner, choose Add Organization. To edit an existing organization, select the organization from the list. The total count of organizations is displayed in the upper right.
Figure 176 – Organizations