Verify the organization does not exist in NetFORUM. A search by name is not always successful. Searches by zip code or phone number have a higher success rate.
The AAHA MX team member to have initial notification of the new practice should add the practice to NetFORUM. If possible, the Practice Manager and one or two Medical Directors/Owners should also be added and linked. Once these have been added to NetForum, the Practice Manager or designated Practice team member should be responsible for maintaining their staff records.
*Important! * First, check if the organization is already in NetForum.
- Search for an organization by:
- Name (use % in front of the name for a better search)
- Phone number (include the dashes, ie: 303-111-1111)
- City and State OR Zip Code (Looking by Zip Code is often the best options for looking for existing organizations)
- Email Address
If the organization does not already exist in NetForum, click on Add Organization from the CRM module.
- Enter name of practice, physical address, phone & fax numbers, email address and web address [if available]
- Make sure you add the appropriate organization type: “Hospital, Hospital-Corporate, Hospital – Shelter…
- Click SAVE
Page 1.
- Click Save on the Address Verification pop-up screen.
- Then click Save again.
NOTE: If the address is not found by the Address Verification process, click the box “Do not validate” in the add organization screen and Click SAVE.
Always try to validate the address first. (Do verify the address via Google or your contact at the practice before overriding it in NF.)
If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.