--- title: Creating a Parent Organization description: This article will walk you though how to create a Parent Organization in cb Track. --- [Skip to content](https://gohub.casebook.net/knowledge/creating-a-parent-organization#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Track](https://gohub.casebook.net/knowledge/track) # 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***. ![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/NhuhdI9eSROkX2D9Caea)   - 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. #### ![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/XgBNqd6TwSuSawZexmxE)   - 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. ![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/ZsIRVBoMRTuuFxuNNThm)   - 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. ![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/Kwc3WRAeRoSurAczOEYA)   - If you need to associate any people to the Parent Organization, do so through the ***People*** section by selecting ***Add Person***. ![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/qqxBMrNqTf6zY37R8PEc)   - If you need to associate any single providers to the Parent Organization, do so through the ***Providers*** section by selecting ***Add Provider***. ![](https://cdn.fs.teachablecdn.com/ADNupMnWyR7kCWRvm76Laz/https://www.filepicker.io/api/file/GvqDho34Qh2sK3VE2MfH) - [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content) - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview) - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook) - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes) - 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