Editing a Company Profile

1. Access the Company Profile Tab

• Go to the System section in the left pane.

• Click on the > Company Profile tab.

2. Edit Company Profile

• Click the blue pencil icon located to the right of the > Company Profile title, above the Company Name field.

3. Update Company Information

• Make any necessary changes to the fields:

  • Company name

  • Address

  • Phone number

  • NPI number

  • Tax ID

  • Vendor ID

  • Company logo (upload a new file)

4. Save Changes

• After making the desired changes, scroll down and click Save to apply the updates.