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Corporate Practice Linking in NetForum

When you find a corporate practice is not linked to an individual or person, please follow the process below.

Examples of Corporate Practices. 

  • VCA, Banfield, BluePearl, NVA, MedVet Medical & Cancer Centers for Pets, Pathway Vet Alliance, PetWell, Pet Partners, VetCor, etc. 
  • If it’s a NEW corporate practice, be sure to let the Member Experience Specialist know. MXS keeps track of all corporates and works with the financial group on billing.  

***NOTE: Look up the corporate office in NetForum before linking to determine which account is the correct one to link as the corporate office sometimes has the same name as the practice. 

*** Need to link from the corporate office (parent) to the practice (child) 

Practices that are in NetForum 

  • Look up the practice 
  • Click on edit name & address 

  • Select Hospital – Corporate in the organization type drop-down menu. 

May also need to update the name of the Practice [for example, VCA East Bay Veterinary Emergency #1234]. Can do it here in “organization name” box.  

  • GO to the Corporate Office record [in this example, it is VCA Inc].  
  • On the Relations tab, scroll down to “Related Organizations” and click on the + sign 

Fill out the top: 

  • Has the relationship of “parent” 
  • Search for the Practice to link to 
  • Reciprocal relationship = “child”’ 
  • Click on “parent?” box 
  • Click “save” 

Return to the Practice Record.  If the corporate office’s address is the billing address for all the practices, you will need to add that. 

  • Go to the Contact Info  

  • Click on the  

  • Select “invoice” in the address type drop-down menu 
  • Type in address 
  • Check the billing? box  
  • Check the do not validate box [important to do when there is an Attn: line] 
  • Click Save 

It should look like this: 

This is what the addresses will look like under Contact info; 

On this screen, you will see that they are linked to VCA Inc as the parent company and that the org type is Hospital – Corporate. 

Note:

This only links the practice. 

Individuals in the practice will still need have the billing address for the corporate parent manually entered into their individual profile as well (such as the Medical Director, the practice manager, and/or the primary contact).  However, it is your call to do this for the practice. 

In addition, if the corporate office is paying the invoice, add a pop up stating that information & contact information ex “All invoices to ABCvet@nva.com”. Add your initials and date. 

 

If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.