Creating an Organisation Record

This page guides you through the creation of organisation records

The steps outlined under this topic relate with creating the organisation record through the branch record.

Select the Administration>Branch setup menu to open the branch page within the browser.
Position the cursor into the organisation field to open the drop down list, click the Create New Record icon located at the bottom right of the listing, to open the New Organisation Record page within the browser.
Within the Name field input a name that will be used to identify the organisation record.
Input the ABN associated with the organisation record.
Where Two Factor Authentication is to be utilised select YES.
Within the Date Format field select from the drop down list the preferred date format that will be used when generating reports using Brevity’s reporting function.
Within the Time Format field select from the drop down list the preferred time format that will be used when generating reports using Brevity’s reporting function.
Under the Address panel of the contact details there are a number of fields that will require input, they include the Address 1, suburb, state and postcode fields. Ensure that data is input into these fields.
Under the Contact panel of the contact details there are a number of fields that will require input, they include Phone, After Hours Phone, Email, Fax and Website.
For Plan Managers under the Bank Account Details of the Plan Management Setup there are a number of fields that will require input, they include Bank, BSB, Account Number, Account Name, APCA User Id and Name of Remitter.
Within the Plan Management Rounding field input the number of cents for rounding up.
Within the Remittance Email field input the email address from where Provider Remittances will be sent from.
Under the System Settings panel update the individual options.
Within the custom mail server configuration panel apply your organisations custom STMP settings.
Under the Mobile Settings panel update the individual options.
For those organisations providing plan management services:

Apply your organisations custom IMAP settings within the IMAP Email Mailbox panel if you will be processing provider invoices from a nominated mailbox.
Input the email address within the remittance email field that will be identified with the provider invoices dispatched in relation to the PM Claim Batch.
Within the PM Statement Schedule field set whether the PM Funding Statement is dispatched automatically with workflow or manually through the bulk email interface
Define the preferred format through the PM ABA Format of the ABA file
Define the preferred invoicing of PM monthly fees within the PM Monthly Fee Invoicing field. Options include Arrears anniversary or manual.
Select the Save button to create the record.
Select the Close button to exit back to the Organisation List page.