Edit organization

Path: Administration>Configuration>Organizations>Basic

1. Go to Administration>Configuration>Organizations>Basic.
2. Select the row containing the organization to modify.
3. Make the necessary changes:
   1. Specify the name of the organization, up to 36 alphanumeric characters.
   2. Specify the address of the organization (street, city, state, zip code).
   3. Specify the phone and fax numbers.
   4. If needed, specify the customer account number.
4. Click Settings to view or edit the organization settings. The Settings window opens with the Basic tab active.
5. If needed, define the setting as appropriate in:
   • Organizations – Settings window
   • Organizations – Settings – Basic tab
   • Organizations – Settings – Clinical tab
   • Organizations – Settings – Schedule Billing Cycles tab
   • Organizations – Settings – Financial tab
   • Organizations – Settings – ACE tab
   • Organizations – Settings – Netsmart AllDocs tab
   • Organizations – Settings – Exchange Communities tab
   • Organizations – Settings – Certifying Physician Statement tab
6. To set the licensing rules, contact Netsmart Homecare Technical Support.
7. Save your changes.

Associated pages

• About Organizations
• Organizations window
• Adding or deleting an organization
• Licensing products in Netsmart Homecare