In the Organization Name box enter the name of your organization, up to 50 characters. This information can be changed at any time.

Note that non-alphanumeric characters entered in this field are ignored when the system creates the default Organization Code. Be sure the abbreviation is correct before you save the organization.

Notice that the first six characters of the Organization Name automatically appear in the Abbreviation box. This is your Organization Code; it functions as the database name within the system and is used for various fields, data tables, and some reports.

This code can only be alphanumeric, therefore special characters you enter into the Organization Name field are ignored. The Organization Code cannot be modified once you save the organization.

Enter the first line of the organization’s billing address.

Enter the second line of the organization’s billing address.

Enter the billing address city.

Enter billing address state.

Enter the billing address Postal Code.

Select the county in which your organization operates. This is an optional field.

Enter the telephone number including the area code. Do not enter any separating characters. When you press the ENTER key, the cursor moves to the next box and the system automatically adds the separating characters. For example, 2085551212 formats automatically as (208) 555-1212.

Double-click in this box to open the CMS Check Phone Number window.

If there is an extension number associated with the telephone number, enter it in this box.

Enter the FAX number including the area code, without separating characters.

Enter the name of the primary contact person.

Enter the organization’s or contact person’s email address if applicable.