Overview
Check out the interactive video below to learn how to set up your organization and locations in desktop.
The Organization Management section is for setting up your organization's information, including locations, allowing separation of different addresses, tax ID, NPI numbers, etc. The information here will be used for processes like billing, service locations, etc.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please refer to our article on How to Use Organization Management to learn more
Creating and Managing Your Organization
Watch this interactive walkthrough to see step-by-step instructions for creating an Organization, along with different locations in the desktop application.