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Creating a Parent Organization

This article will walk you though how to create a Parent Organization in cb Track.

To create a Parent Organization, follow the steps below. 

  • From the cb Track Workload View, select the plus icon in the bottom right-hand corner and select Create Parent Organization.

 

  • Enter the following information in the General section:
    • Name: This is the name of the parent organization.
    • Type: This is the type or category of the parent organization. We recommend using the Type field to categorize providers.
    • Sub-Type: This is the sub-type or category of the parent organization. We recommend using the Sub-Type field to further categorize providers.
    • Provider Status: This is the status of the parent organization.
    • Assigned Staff: This is the Casebook User who will be responsible for the parent organization.
    • Contact Person: This is the main point of contact for the parent organization.
    • Country Code: This is the country code that relates to the phone number at the parent organization.
    • Phone Number: This is the phone number that relates to the parent organization.
    • Extension: This is the extension that relates to the phone number at the parent organization.

 

  • Enter the following information in the Administration section:
    • Under Contract: Is this parent organization under contract with your organization?
    • Accredited: Is this parent organization accredited?
    • EIN: The EIN associated with the parent organization.
    • Organizational ID: The Organizational ID associated with the parent organization.

 

  • Enter the following information in the Headquarters section:
    • Address: This is the address that relates to the parent organization.
    • Unit Number: This is the unit number that relates to the parent organization.
    • City: This is the city that relates to the parent organization.
    • Post Code: This is the post code or zip code that relates to the parent organization.
    • State/Region: This is the state or region that relates to the parent organization.
    • Country: This is the country that relates to the parent organization.
    • County: This is the county that relates to the parent organization.
    • Physical Descriptions/Notes: Any additional information you need to capture about the address of the parent organization.

 

  • If you need to associate any people to the Parent Organization, do so through the People section by selecting Add Person.

 

  • If you need to associate any single providers to the Parent Organization, do so through the Providers section by selecting Add Provider.