Creating a Company Profile

1. Navigate to System

  • Go to the left pane and click > System.

2. Select the Company Profile Tab

  • Click on the > Company Profile tab to open the profile settings.

3. Enter Company Information

  • Company Name: Type in the company's name.

  • Company Logo: Drag and drop or click to choose a company logo file.

  • Company Address: Enter the company's physical address.

  • Phone Number: Enter the company's primary contact number.

  • NPI Number: Enter the National Provider Identifier (NPI) number.

  • Tax ID: Enter the company's tax identification number.

  • Vendor ID: Enter the company's Vendor ID.

4. Save the Company Profile

  • Scroll down and click Save to create the company profile.


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