Skilled Nursing Facilities

Editing CRM Accounts

In the Accounts list for CRM, you can edit the account details of an account. 

  1. CRM > Accounts, click the Account name or use the search option to select the Account name.

  3. Edit the required Account Details.

  • Before adding a new account, ensure you search first to avoid creating duplicate accounts.

  • Primary Contact - enter the primary contact's name for the account. Other contacts can still be associated.

  • Secure email - used for Secure Conversations.

  • Object Identifier - used for Vendor integration for the Continuity of Care Document (CCD).

  • Inactive Account - you check when the external facility account is not being used in your CRM system.

  • Account Type is a prepopulated list that pulls from the external facility types PickList.

  • NPI - entered when the account has an associated NPI.

  • Only CRM Accounts can be inactivated.

  • Your Accounts list populates from the External Facilities Listing and vice versa.