Practice settings: organizations
Organizations enable you to keep track of clinics or other groups external to your practice. An organization is like an external clinic you create in the system.
For example, if you often refer patients to a specific specialty clinic, you can create it as an organization in the system and then add the organization as the Receiving Clinic when you create a referral with an external provider.
Add an organization
- Go to Practice > Practice Settings > Organizations
- Select + Add Organization
- Enter the organization's name
- Optional: Add address, email, or phone number contact methods, or add website URL, map URL, or notes about the organization
- Select Save
To edit an existing organization, select in the Actions column.
To remove an existing organization, select in the Actions column.