Add a New Organisation

This article explains how to add and edit a new organisation in Bp Omni.

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Add a new organisation

1. Select the Address Book drop down menu.
2. Select Organisations.
3. Select New Organisation from the New Patient drop-down arrow.



4. Enter the organisation details into the fields provided. Related organisations can also be searched for and linked from here.
5. If this is a Healthcare organisation, toggle the switch to 'Yes' and give the organisation a discipline.



6. Select an Organisation type of Employer or Private Insurer.



NOTE To set up an organisation as an ACC Private Insurer or an Accredited Employer see ACC Accredited Employers.

7. Enter the organisation's location and contact details.



8. Patients can be added as an Employer or an Employee.



9. Once all details are entered, click Save.

Edit an organisation

1. Navigate to the Address Book menu.
2. Select Organisations.
3. Select the ellipses [...] menu.
4. Select Edit details.

 

Last updated: 19 March 2025