Content
- Introduction
- Security Level Requirements and Access
- Organization Information
- Address
- Agency Distribution List
- Data Backup
- Zoho Reports
- Electronic Claims Setup
- Other Information
- Shared Access
Introduction
Security Level Requirements and Access
Organization Information
Use the Organization Information section to indicate the time zone of the agency, its display name, and how many branches the agency has.
Image: Organization Preferences-General Tab: Organization Information
Address
Enter in the agency address in the Address section. If there is a separate mailing address, check the box next to "Separate mailing address" to enter in the information; if there is a separate billing address, check the box next to "Separate billing address" to enter in the information.
Agency Distribution List
Data Backup
Backup all of your extendedReach data by clocking on the "Email Download Link" button. See the data backup article for more information.
Image: Organization Preferences-General Tab: Data backup
Zoho Reports
| Field Name | Description |
|---|---|
| Database Name | Zoho database name given to organization by extendedReach |
| Db Owner (Email) | Email address of the Zoho database owner |
| Username (Email) | Email address of the Zoho database owner |
| Password | Your Zoho Reports password |
| Custom Columns | Create Custom Columns in this Format: Table Name | @Formula (e.g. Cases | IQ Score | CC_IQScore) |
| # Custom Fields | The number of custom fields that get sent to Zoho. For example, if you use a report with the custom form builder using 50 fields, set the # of Custom Fields to 50 |
| Upload Started | Date last uploaded was started |
| Upload Finished | Date of last successful upload to Zoho |
Electronic Claims Setup (Submitter)
Other Information
Use this section to enter in information regarding the agency's license number and federal tax identification number.
Shared Access
This box will be checked if the agency is set up as multiple organizations on extendedReach.
