{"id":1292,"date":"2015-07-21T18:05:57","date_gmt":"2015-07-21T18:05:57","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=1292"},"modified":"2017-11-10T22:06:29","modified_gmt":"2017-11-10T22:06:29","slug":"organizations-2","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=1292","title":{"rendered":"Organizations"},"content":{"rendered":"
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Organizations<\/h3>\n

\"\"<\/p>\n

The Organizations<\/strong> list shows all the organizations that have been added to Pirouette.\u00a0 An organization can be selected in a contact person’s file to show that the person is connected to that organization.\u00a0 An organization can also be selected in a client file (intake, outbound referral) to show that the client has been referred by\/to that organization.<\/p>\n

To access the central list of organizations:<\/p>\n

1.\u00a0 Go to the Menu<\/strong> at the top of the page, go to the Clients and Contacts<\/strong> section, and select Organizations.
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2.\u00a0 Select the desired organization record to open it.<\/p>\n

To add a new organization:<\/p>\n

1.\u00a0\u00a0Go to the central list of organizations and select the Create icon located in the upper right corner of the list to create a new organization record.<\/p>\n

2.\u00a0 Enter the appropriate information for the organization.\u00a0 If you want the organization to be identified as a hospital throughout the database, select the related checkbox at the top of the record.<\/p>\n

3.\u00a0 When you are finished, save and close the record.<\/p>\n

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Continue to Contact People<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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