The Organisations module allows for the creation of brokerage organisations, which are organisation you invoice for services you provide to their customers.
It is important to add the correct email addresses in both the Email field and the Primary invoice email field because that will enable Careflo to send invoices automatically by email rather than having to manually print and send.
Click on Organisations to display the module:
Click the blue buttons to see lists of Organisations:
All Organisations
Brokerages
Suppliers
Press the purple Home button to return to the main Careflo homepage.
Create an Organisation
Organisations > Add Organisation
From the Organisations module, press Add Organisation. The Add Organisation form is displayed. Mandatory fields are highlighted in red and turn green once completed.
Complete the details of the new Organisation:
Organisation Name
Select an Organisation Type from the drop down box – this will be Brokerage
Email address
Mobile phone number (if relevant)
Phone number
Website (if relevant)
Press Submit to save the new Brokerage and return to the Organisation module main screen. Search for and select the new Organisation in order to add further details.
From the Organisations list, locate and select the Brokerage to update.
The Organisation is displayed on screen.
The Organisation contains several sections:
Details: The basic details that were included in the Add Organisation screen. Press the Update button to make changes and press Submit to save them.
Contacts: Press Add New Contact and complete the following details:
First Name*
Last Name*
Relationship* – select from the drop-down list
Email address
Mobile Phone Number
Phone Number
Brokerage Details: Press Update to add Invoicing Details
Invoice to* – enter the name and address to be displayed on invoices.
Primary invoice email address* - the email address to which invoices will be sent
Secondary invoice email address
Primary schedule email address – the email address to which Careflo can send a weekly schedule of appointments for this organisation.
Secondary schedule email address
Default Charge Band*
Notes: Free form notes about this Brokerage can be added in this section. Type notes into the field and press Add.
Documents: An area to store relevant documents
History: An audit log of all changes made to the profile.
*denotes mandatory field