Account Notes, Servicing Clinics, Related Accounts, and Users

Each Account has a right sidebar of menus with different information about the account. 

Account Notes

This menu provides a free text field for you to enter any information you think is essential to know about the clinic. You can always add or edit the information by clicking the (...) menu and selecting Add/Edit Notes.

Servicing Clinics

This menu allows you to see the total referrals received by each of your locations from the account.

Click the clinic name to see the clinic information. 

Related Accounts

The Related Accounts menu displays all the locations of an organization.

To set up related accounts, start by choosing which location will be the Parent Account. A parent account allows you to set up a hierarchy of accounts in an organization, with the parent account being the head/central office.

Go to the account page of the designated parent account, then in the Related Accounts menu, use the (...) menu to start adding the different Child Accounts that fall under the central office. 

Parent Accounts

Every child account that you add to the Related Accounts menu will then have the name of the central office listed under the Parent Account of their profile (shown below).

If the Parent Account field is empty, this means it is the parent account or does not have any Related Accounts.

All data from the child accounts are rolled up into the Parent Account, allowing you to see metrics for an organization with multiple locations.

Users

Each account should be assigned to a person that will manage the referrals and relationship. Use this menu to assign yourself to an account.

To quickly assign multiple accounts to users, review the article Search, Create, Assign, and Edit Accounts.

Note: Multiple users can be assigned to one account.