Edit Organization

 Purpose

Through Edit Organization, an administrator will have the ability to find and maintain information for their provider organization.  If a user is an administrator for a parent organization, the option to modify information for the parent or any of the parent’s children organizations will be available, with some limitations.

 Edit Organization Search

Once clicking on Edit Organization from the menu an administrator will see a search screen.  

To view a filtered list of organizations in your registry to edit, follow these steps:

  1. Select an Organization Status radio button that you wish to filter on if you have multiple organizations that you are associated with.

  2. Click on the Organization Type pick list, and select the organization type you wish to filter on if you have multiple organizations that you are associated with.

  3. Click on the Search Field pick list, and select the field you wish to use as a Search String.

  4. Enter criteria in the Search String text box.

  5. Click the Search button.

  6. Clicking on the organization's name will allow an administrator to make changes to it.

**NOTE:  To view all organizations that can be edited for you click the Search button with no Search String criteria entered in the Search String text box. 

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 Edit Organization Information

 The following sub-functions are available when maintaining provider organizations:

  1. Maintain provider organization information.

Field Name

Description

Editable Admin Role

IIS Status

Radio button to select if a provider organization is Open or Closed

No

Org Id

Auto-generated ID for the provider organization.

No

Name

Required.  Free-text field and has no default value. Provider Organization Name. Minimum length is 1; maximum length is 95.

Yes

Org Code

Required. Free-text field and has no default value. Provider Organization ALERT Site #. Minimum length is 1; maximum length is 8; any character allowed.

No

Org Type

Required.  Organization Type pick list. Type of provider organization.

No

Federal Designation

Radio button to select an attribute used to determine vaccine eligibility codes for the provider organization.

No

Public Org

Radio button to select if the provider organization is Public Organization. Determines vaccines the provider organization can order. Default value = No.

No

County Org

Radio button to select if the provider organization is a County Health Organization. Selecting a county with County Org = Yes will enable provider organization to run Reminder Recall and Assessment reports for patients living in the county specified. Default value = No.

No

State Reminder/Recall

Radio button to select if the provider organization is included in the Statewide Reminder Recall program.  Default value = No.

No

Immunize 0-6

Radio button to select for Yearly CDC Reporting.  Default value = No

No

Return Patients without imms

Radio button to select if the provider organization outbound data exchange returns patients without immunizations.  Default value = No.

No

County

Oregon County pick list.  Default = No county selected.

Yes

Hospital FPI

Free-text field and has no default value. Provider Organization Hospital FPI code. Maximum length is 8; any character allowed.

No

Data Source

Required. Data Source pick list. Provider Organization Data Source Type. Default = No Data Source selected.

No

Data Source Organization

Required if Data Source = Parent Or Vendor. Parent Organization pick list. Provider Organization's Data Source Provider Organization. Default = No Data Source Organization selected.

No

Parent Organization

Displays if Data Source = Self Or Vendor. All Active Provider Organizations pick list. Provider Organization's Parent Organization.  Default = pick list will not display.

No

Is a Satellite of

All Active Provider Organizations pick list. Provider Organization that the Provider Organization is the Satellite of. Default = No Provider Organization selected.

No

Is a Delegate of

All Active Provider Organizations pick list. Provider Organization that the Provider Organization is the Delegate of. Default = No Provider Organization selected.

No

Source Type

Required.  Data Exchange Source of Provider Organization pick list. Default = No Source Type selected.

No

Submission Type

Submission Type of data exchange pick list. Default = No Submission Type selected.

No

Last UI Submission

Last Client-related update via User Interface for the Provider Organization.

No

Last DX Submission

Last Client-related update via data exchange for the Provider Organization.

No

Applications

Applications that the provider organization is able to use.

No

VFC Pin

Free-text fields and has no default value.  Provider Organization VFC Pin. Maximum length is 6; any character allowed.

No

VFC Status

VFC Status pick list. Provider Organization VFC Status for Provider Organization and Vaccine Order. Default = No VFC Status selected.

No

Varicella Certified

Radio button to select the provider organization vaccine ordering of Varicella. Default = No.

No

VFC Only

Radio button to select the provider organization for VFC vaccine ordering.

No

Billing Begin Date

 

No

Billing End Date

 

 

Tier|Frequency

Tier|Frequency pick list.  Tier|Frequency of the Ordering capabilities of the Provider Organization. Default = No Tier|Frequency selected.

No

Delivery Days

Check box of what days vaccine deliveries are accepted for the Provider Organization. Default = No check boxes selected.

Yes

Delivery Window 1

Time pick list.  First Delivery Window of when vaccine deliveries are accepted for the Provider Organization.  Default = 9:00a.m. - 5:00p.m.

Yes

Delivery Window 2

Time pick list.  Second Delivery Window of when vaccine deliveries are accepted for the Provider Organization. Default = No time frame selected.

Yes

Main Contact Phone

Area Code: 3 digits.  Prefix: 3 digits.  Suffix: 4 digits. Provider Organization Main Phone Contact.

Yes

Main Contact Phone Extension

Up to 7 digits. Provider Organization Main Phone Contact Extension.

Yes

Main Contact Facsimile

Area Code: 3 digits. Prefix: 3 digits. Suffix: 4 digits. Provider Organization Main Contact Facsimile.

Yes

Main Contact Facsimile Extension

Up to 7 digits. Provider Organization Main Contact Facsimile Extension.

Yes

Main Contact Email

Free-text field and has no default value. Maximum length is 100; any character allowed. Provider Organization Main Contact Email address.

Yes

Physical Address 1

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Physical Address.

Yes

Physical Address 2

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Physical Address.

Yes

Physical PO Box

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Mailing PO Box.

Yes

Physical City

Free-text field and has no default value. Maximum length is 52; any character allowed. Provider Organization Physical City in which it resides.

Yes

Physical State

State pick list pre-populated with the state abbreviations. Default = OR.

Yes

Physical ZIP

Free-text field and has no default value. Maximum length is 5; numeric characters only allowed.  Provider Organization Physical Zip Code.

Yes

Physical +4

Free-text field and has no default value. Maximum length is 4; numeric characters only allowed.  Provider Organization Physical +4 of Zip Code.

Yes

Geocoded

Physical Address has or has not been geocoded.

No

Populate With Physical Address

Check box to populate the Mailing Address information with the Physical Address Information

Yes

Mailing Address 1

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Mailing Address.

Yes

Mailing Address 2

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Mailing Address.

Yes

Mailing PO Box

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Mailing PO Box.

Yes

Mailing City

Free-text field and has no default value. Maximum length is 52; any character allowed. Provider Organization Mailing City in which mail is sent.

Yes

Mailing State

State pick list pre-populated with the state abbreviations. Default = OR.

Yes

Mailing ZIP

Free-text field and has no default value. Maximum length is 5; numeric characters only allowed.  Provider Organization Mailing Zip Code.

Yes

Mailing +4

Free-text field and has no default value. Maximum length is 4; numeric characters only allowed.  Provider Organization Mailing +4 of Zip Code.

Yes

Geocoded

Mailing Address has or has not been geocoded.

No

Populate With Physical Address

Check box to populate the Vaccine Delivery Address information with the Physical Address Information

Yes

Vaccine Delivery Address 1

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Vaccine Delivery Address.

Yes

Vaccine Delivery  Address 2

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Vaccine Delivery Address.

Yes

Vaccine Delivery         PO Box

Free-text field and has no default value. Maximum length is 55; any character allowed. Provider Organization Vaccine Delivery PO Box.

Yes

Vaccine Delivery City

Free-text field and has no default value. Maximum length is 52; any character allowed. Provider Organization Vaccine Delivery City in which vaccines are delivered.

Yes

Vaccine Delivery State

State pick list pre-populated with the state abbreviations. Default = OR.

Yes

Vaccine Delivery ZIP

Free-text field and has no default value. Maximum length is 5; numeric characters only allowed.  Provider Organization Vaccine Delivery Zip Code.

Yes

Vaccine Delivery +4

Free-text field and has no default value. Maximum length is 4; numeric characters only allowed.  Provider Organization Vaccine Delivery +4 of Zip Code.

Yes

Geocoded

Vaccine Delivery Address has or has not been geocoded.

No

Individual Contact Role

Required.  Role pick list pre-populated with the Roles of contacts for a Provider Organization.

Yes

Individual Contact    Last Name

Required.  Free-text field and has no default value. Minimum length is 1; Maximum length is 50; Alphanumeric characters only allowed.  Last Name of Individual Contact being added to the Provider Organization.

Yes

Individual Contact   First Name

Required.  Free-text field and has no default value. Minimum length is 1; Maximum length is 50; Alphanumeric characters only allowed. First Name of Individual Contact being added to the Provider Organization.

Yes

Individual Contact Middle Name

Free-text field and has no default value. Maximum length is 50; Alphanumeric characters only allowed. Middle Name of Individual Contact being added to the Provider Organization

Yes

Individual Contact Email

Free-text field and has no default value. Maximum length is 100; any character allowed. Email address of Individual Contact being added to the Provider Organization.

Yes

Individual Contact Phone

Area Code: 3 digits.  Prefix: 3 digits.  Suffix: 4 digits. Individual Contact Phone Number.

Yes

Individual Contact Phone Extension

Up to 7 digits. Individual Contact Phone Number Extension.

Yes

Individual Contact Address 1

Free-text field and has no default value. Maximum length is 55; any character allowed. Individual Contact Address.

Yes

Individual Contact Address 2

Free-text field and has no default value. Maximum length is 55; any character allowed. Individual Contact Address.

Yes

Individual Contact          PO Box

Free-text field and has no default value. Maximum length is 55; any character allowed. Individual Contact PO Box.

Yes

Individual Contact City

Free-text field and has no default value. Maximum length is 52; any character allowed. Individual Contact City.

Yes

Individual Contact State

State pick list pre-populated with the state abbreviations. Default = OR.

Yes

Individual Contact ZIP

Free-text field and has no default value. Maximum length is 5; numeric characters only allowed.  Individual Contact Zip Code.

Yes

Individual Contact +4

Free-text field and has no default value. Maximum length is 4; numeric characters only allowed.  Individual Contact +4 of Zip Code.

Yes

Individual Contact Facsimile

Area Code: 3 digits. Prefix: 3 digits. Suffix: 4 digits. Individual Contact Facsimile.

Yes

Individual Contact Facsimile Extension

Up to 7 digits. Individual Contact Facsimile Extension.

Yes

 

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Functionality

Buttons/Icons

Description

Individual Contacts

btnEdit.GIF

Edit Icon will populate the Individual Contacts section to edit the selected Individual Contact.

btnDelete.GIF

Delete Icon will delete the selected Individual Contact.

btnApply.GIF

Apply command button will save the Individual Contact.

btnCancel.gif

Cancel command button will discard any changes made on the screen.  A confirmation message box will appear asking if you want to continue.  Pressing OK on the message box will discard changes made to the Individual Contact; Cancel will keep you on the screen without discarding the Individual Contact Information..

Edit Alert IIS Profile

btnSave.gif

Clicking on Save will validate the information entered on the screen.  A message will appear at the top indicating the status, such as if the Provider Organization was saved or if there are missing required fields.

btnCancel.gif

Clicking on Cancel will discard any changes made on the screen.  A confirmation message box will appear asking if you want to continue.  Pressing OK on the message box will take you back the Home page; Cancel will keep you on the screen without discarding changes.

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