Parent Organization and Provider Overview

There are two main types of Providers: Parent Organization and Provider.

The Difference Between Parent Organizations and Providers

  • Parent Organizations are larger umbrella organizations that manage one or more Providers underneath it.
    • An example of a Parent Organization is a non-profit organization that manages five different daycare centers.
  • Providers are smaller establishments that provide a service at a physical location.
    • An example of a Provider is one single daycare center or one single nursing home.
  • Both Parent Organizations and Providers are considered providers in Casebook.
  • A Parent Organization’s provider profile has a slightly different layout than Provider’s profile.
  • Note: You are not able to create a service under a Parent Organization. Services may only be linked to a Provider. 

Linking Parent Organizations and Providers

To Connect a Provider with a Parent Organization:

  • From the Provider Record, navigate to the Provider section. 
  • Select the Pencil Icon to edit that section. 
  • In the Parent Organization field, begin typing the name of the Parent Organization that you wish to link this Provider to. 
  • Select the Parent Organization from the drop-down list. 
  • Select Save

To Connect a Parent Organization with a Provider:

  • From the Parent Organization Record, navigate to the Provider section. 
  • Select the Pencil Icon to edit that section, then select Add Provider
  • Begin typing the name of the Provider that you wish to link this Parent Organization to. 
  • Select the Provider from the drop-down list. 
  • Select Save