Admin | Creating Organizational Units

Purpose

Show how to accommodate multiple organizational units (and TINS) under one parent account 

Audience

Admins

Users

Overview

Organizations in DocNow allow multiple teams or TINs to operate within one practice.

Users can select which TIN or organization they are working under.

Table of Contents

Admin Configuration

Provider Workflow

Admin Configuration

Navigation

1. Go to the admin portal.
2. Navigate to company settings.
3. Select 'Organizations'.

Creating Organizations

4. Click on 'Create Organizations'.
5. Enter a title for the organization.
6. Provide the accompanying TIN for the organization.
7. Save the organization to have it appear in the table.
8. Users must be associated with each organization.
   1. Users can belong to multiple organizations (e.g., providers working across state lines).

Editing Organizations

• Edit the organization title if necessary.
• Use the toggle to set the organization as active or inactive.

Provider Workflow

• When making a census, users are prompted to select their organization.
• If a user is part of only one organization, it is automatically selected.
• The TIN for the selected organization is attached to all encounters made by the user.
• This TIN information appears on charge capture reports and can be integrated with billing systems.