An organization represents a medical provider (generally the legal entity). Each organization that’s associated with a partner can be edited from the Organizations tab of Partner Configuration. To add a new organization to the partner, choose Add Organization. To edit an existing organization, select the organization from the list. The Organization Configuration screen is shown the edit the attributes of an organization. The breadcrumb at the top allows you to return to the partner. The name of the organization and a color-coded Account Status label are also displayed. The screen is broken up into 7 tabs:

• Information
• Ingestion
• Dunning
• Payments
• Communications
• Recon
• Patient Experience
   

Figure 181 - Organization Configuration

Account Status

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. To edit an organization’s status, choose Edit Account Status in the upper right. The Account Status dialog will appear.

Figure 183 - Edit Organization Account Status

The supported account status values for a partner and their purpose are outlined below:

If a user attempts to login to Admin or the Patient Portal (via secure bill link or bill code) and the organization Account Status = Inactive or Archived, they will receive the following message: “Access is denied. Please contact your provider.”