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Organizations
An organization is a healthcare entity that provides patient care or work related to that care. Organizations are the central most record in hc1. Other record types like providers, contacts and activities must be related back to an organization.
⨀ SaveMode
Selects a method of creating or updating records. Must be one of the options below.
- insert — Will only create new records. If data already exists, an error will be thrown.
- upsert — Will look for existing data and update it if found; if not found, a new record will be created.
- update — Will only update existing records. If data is not found, an error will be thrown.
RecordKeyID
🔍︎
The database ID that is assigned to a record upon initial import. This can be found in URL of the record in hc1.
RecordKeyConnID
Related to hc1
Connection ID
🔍︎
Must match a connection ID in hc1.
- Lab_Interface
RecordKeyHostCode
🔍︎
🔍︎
Same as HostCodes for lookup purposes only. When inserting/updating records with more than one hostcode, you must enter the first code as "RecordKeyHostCode" lookup and all other codes under "HostCodes"
- Org100
HostCodeModes
Use mode to update hostcodes on the organization record.
- Replace
- Add
★ ConnIDs
Related to hc1
Connection ID
🔍︎
Internal hc1 use, must match a connection ID in hc1.
- Lab_Interface
- Lab_Interface^Financial_Interface
★ HostCodes Alphanumeric
🔍︎
🔍︎
Unique ID used to differentiate organizations and to associate parent and children organizations. Typically stored in the LIS.
- Org100
- Org200^FinOrg999
★ Name Free text
🔍︎
- ABC Labs
★ UACTrees
Related to hc1
HRM Access Control
🔍︎
Name of the User Access Control (UAC) tree(s).
- Sales Tree
- Sales Tree^Marketing Tree
★ UACNodes
Related to hc1
HRM Access Control
🔍︎
Populates access node on the settings tab. If this is empty, no users will have access to the organization.
- Midwest
- Midwest^Central
➤ SalesRepNames
Related to hc1
Users
🔍︎
Related Dashboards: Sales - Account Volume, Sales - Activities and Sales - Pipeline
This is an hc1 user. Must match an email address from the "Users" tab.
- SalesRep@email.com
- SalesRep@email.com^SalesRep1@email.com
➤ SalesTerritoryTrees
Related to hc1
HRM Access Control
Name of sales territory tree(s).
- Sales Tree
➤ SalesTerritoryNodes
Related to hc1
HRM Access Control
🔍︎
Related Dashboards: Sales - Account Volume, Sales - Activities, Sales - Pipeline, Lab - Volume, Lab - Performance
Populates sales territory on the general tab of organization record.
- Midwest
- Midwest^Central
➤ TypeName
Related to hc1
Organization Type
🔍︎
Related Dashboards: Sales - Account Volume, Sales - Activities, Sales - Pipeline, Services - Activities, Lab - Performance, Lab - Volume, Lab - Spend, Test Utilization and Test Utilization - Spend
Value used to categorize the organization. Must match a value on the "OrganizationTypes" tab.
- Client
- Prospect
- Lead
- Inpatient
- Outpatient
- ER
- Outreach
➤ SpecialtyNames
Related to hc1
Specialty
🔍︎
Must match a value from the "Specialties" tab.
- Oncology
- Oncology^Pediatrics
⨀ Description Free text
🔍︎
Notes related to the organization.
- Hospital Network
⨀ OrgNumber Free text
🔍︎
May be same as, or different from, HostCode depending on your preference. Could be Billing Number, Accounting Number, or other.
- 100
⨀ ChildOrgIDs
The database ID that is assigned to a record upon initial import. Can be found in URL of the record in hc1.
Use either ChildOrgIDs or ChildOrgConnIDs + ChildOrgHostCodes to relate organizations to children organizations.
⨀ ChildOrgConnIDs
Related to hc1
Connection ID
Internal hc1 use, must match a connection ID in hc1.
- Lab_Interface
⨀ ChildOrgHostCodes
🔍︎
HostCode of the child organization(s). Use only ParentOrg OR ChildOrg, but not both
- Org100
⨀ ParentOrgIDs
The database ID that is assigned to a record upon initial import. Can be found in URL of the record in hc1.
Use either ParentOrgIDs or ParentOrgConnIDs + ParentOrgHostCodes to relate organizations to parent organizations.
⨀ ParentOrgConnIDs
Related to hc1
Connection ID
Internal hc1 use, must match a connection ID in hc1.
- Lab_Interface
⨀
ParentOrgHostCodes
🔍︎
HostCode of the parent organization. Use only ParentOrg OR ChildOrg, but not both.
⨀
TopRollUpOrgIDInternal hc1 use, the database ID that is assigned to a record upon initial import, can be found in URL of the record in hc1
⨀
TopRollUpOrgConnID
Related to hc1
Connection ID
Internal hc1 use, must match a connection ID in hc1
⨀TopRollUpOrgHostCode
🔍︎
Host code of top level organization
- Org300
⨀ Phone Free text
🔍︎
- 555-555-1234
- (555) 555-1234
- 5555551234
⨀ Fax Free text
🔍︎
- 555-555-1234
- (555) 555-1234
- 5555551234
⨀ Website Free text, hyperlink
🔍︎
- www.abclabs.com
⨀ MailingAddressStreet1 Free text
🔍︎
- 123 Main Street
⨀ MailingAddressStreet2 Free text
🔍︎
- Suite 100
⨀ MailingAddressCity Free text
🔍︎
- Indianapolis
⨀➤ MailingAddressState Free text
🔍︎
Related Dashboards: Account Density Heat Map on Sales - Account Volume
- IN
⨀ MailingAddressPostalCode Free text
🔍︎
- 46278
- 46278-1234
- 462781234
⨀ MailingAddressCountry Free text
🔍︎
- USA
- United States
⨀ BillingAddressStreet1 Free text
🔍︎
- 555 Main Street
⨀ BillingAddressStreet2 Free text
🔍︎
- Suite A
⨀ BillingAddressCity Free text
🔍︎
- Indianapolis
⨀ BillingAddressState Free text
🔍︎
- IN
⨀ BillingAddressPostalCode Free text
🔍︎
- 46278
- 46278-1234
- 462781234
⨀ BillingAddressCountry Free text
🔍︎
- USA
- United States
⨀ OwnerName
Related to hc1
User
🔍︎
This is an hc1 User. Must match an email address from Users list. This field does not relate to access to records in hc1.
- owner@email.com
⨀ PrimaryContactConnIDs
Related to hc1
Connection ID
Must match a connection ID in hc1.
⨀ PrimaryContactHostCodes Related to hc1 Contact
🔍︎
The primary point of contact when you call an organization. Must match a HostCode of a contact/provider type record.
- Contact100
- Contact100^Contact200
⨀ OrderingLocation Boolean
🔍︎
Defaults to true.
- true
- false
⨀ CollectionLocation Boolean
🔍︎
Defaults to false.
- false
- true
⨀ AccessioningLocation Boolean
🔍︎
Defaults to false.
- false
- true
⨀ FeeScheduleNames
Related to hc1
Fee Schedule
🔍︎
Must match a value from "FeeSchedules" tab.
- Hospital Discount
⨀ HoursOfOperationType
Must be option below.
- Default
⨀ HoursOfOperationSundayStatus
🔍︎
⨀ HoursOfOperationMondayStatus
⨀ HoursOfOperationTuesdayStatus
⨀ HoursOfOperationWednesdayStatus
⨀ HoursOfOperationThursdayStatus
⨀ HoursOfOperationFridayStatus
⨀ HoursOfOperationSaturdayStatus
Defines available status of operation. Must be one of the three available options below.
- Closed
- OpenWithHours
- OpenAllDay
⨀ HoursOfOperationSundayOpen
🔍︎
⨀ HoursOfOperationSundayClose
⨀ HoursOfOperationMondayOpen
⨀ HoursOfOperationMondayClose
⨀ HoursOfOperationTuesdayOpen
⨀ HoursOfOperationTuesdayClose
⨀ HoursOfOperationWednesdayOpen
⨀ HoursOfOperationWednesdayClose
⨀ HoursOfOperationThursdayOpen
⨀ HoursOfOperationThursdayClose
⨀ HoursOfOperationFridayOpen
⨀ HoursOfOperationFridayClose
⨀ HoursOfOperationSaturdayOpen
⨀ HoursOfOperationSaturdayClose
Opening/closing time of organization. Required format shown below in military time. If status is Closed or OpenAllDay, leave blank.
- HH:MM:SS
- 8:00:00
- 17:00:00
⨀ CompetitiveLabNames
Related to hc1
Competitive Labs
🔍︎
Lab that the organization is currently sending specimens to. Must match a value from the "CompetitveLabs" tab.
- ABC Clinic
- Hospital 123
⨀ Active Boolean
Marks whether an organization is an active record in hc1. Defaults to true.
- true
- false