Other Organizations - Manage Other Organizations

1. Name - Enter the name of the organization/individual in which you would like to share PHI.
2. Address 1 and 2 - Enter the address of the organization/individual.
3. City – Enter the city in which the organization/individual is based out of.
4. State – Enter the state in the with organization/individual resides.
5. Zip - Enter the zip code in which the organization/individual resides.
6. Phone – Enter the phone number of the organization/individual.
7. Fax – Enter the fax number of the organization/individual.
8. Phone Notes – Enter any additional phone notes i.e. extension.
9. Email – Enter the email of the organization/individual.
10. County – Enter the county in which the organization/individual resides.
11. Address Type – Drop-down list with available address types to choose from, i.e. business, home, office.
12. Namespace ID – Enter the namespace ID organization/individual.
13. Universal ID – Enter the universal ID organization/individual.
14. Identifier – Enter the identifier on the organization/individual.
15. Provider Number – Enter the provider number of the organization/individual.
16. Short Name – Enter the short name of the organization/individual.
17. Contact Person – Enter the contact person of the organization.
18. Resource ID – Enter the resource of the organization/individual.
19. Loc Universal ID- Enter the local ID of the organization/individual.
20. App Universal ID- Enter the app ID of the organization/individual.
    
    Contact Person Detail – If there is a point of contact in which you regularly communicate with at an organization, enter that information below. If the “organization” is an individual, re-enter their information here.
    
    
     
21. P – Enter a prefix of the point of contact i.e. Mr., Mrs., Ms., etc.
22. First – Enter the first name of the point of contact.
23. Middle – Enter the middle name of the point of contact.
24. Last – Enter the last name of the point of contact.
25. S – Enter the suffix of the point of contact i.e. Jr., Sr., III, etc.
26. PS – Enter the post suffix.
27. Linkable Organization – If this is a linkable organization, select this box.
28. Intake – Select this box if upon intake, and the selection of the organization in consents and releases, you would like a default referral source.
29. OASAS Referral Source – Drop-down list of the different OASAS referral sources that you can choose from to link to the organization you are adding.
30. Referral Source – Drop-down list of referral sources that is created by you, the organization, in “Lookup Manager”.
31. Discharge - Select this box if upon intake, and the selection of the organization in consents and releases, you would like a default referral source.
32. OASAS Referral Category - Drop-down list of the different OASAS referral categories that you can choose from to link to the organization you are adding.
33. Referral Category - Drop-down list of referral categories that is created by you, the organization, in “Lookup Manager”.
34. Save – Select Save when you have completed the information on the form to add your organization.
35. Organization List – Shows a list of the other organizations that you’ve added, selecting one will populate the information into the fields you have populated when previously adding that organization.
    
    
     
36. Clear – If the is information already populated in the field, selecting Clear will clear all information in every field with populated information.
    
    
     
37. Inactive – Selecting an organization from your list and selecting the inactive box will inactivate that organization upon save.

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