Find an Organisation
- Select Organisations (Address Book) from the Tools menu.
- In the Search field, enter part of the organisation’s name or a service type.
- Select the correct Organisation from the search results list and press [OK].
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Add a new Organisation
- Press the [New] button.
- Enter the Organisation name and name of a contact person or department.
- Enter contact information as prompted.
At the top of the Settings tab, nominate the Organisation type:
- Health care provider – a hospital or specialist. When this is ticked, you have access to the Services tab.
- Account holder – anyone you deal with on a financial basis. When this is ticked, you have access to the Business tab.
- Our practice – an internal organisation within our practice. If this is ticked, extra fields for storing information are shown.
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- Store any extra details in the Settings tab.
- In the Services tab, list the services that this business provides so that this business will appear in the search results when you search those services.
- In the Business tab, fill in the appropriate details.
- In the Organisation Types box at the right hand side, tick any groups or categories that this Business belongs to. You do not have to tick something.
Note: It is important that any relevant categories are ticked. If they have not been ticked, when a service is charged that requires you to nominate an organisation or this type, this particular business will not appear in the list for you to choose from. See Services (Fees).
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