The Company Home Page

Article author
Greg Pietras
  • Updated

What is the purpose of the article?

This article will guide you through what you can find on the Company Home Page, and contain a screenshot with a description of each section.

The Company Home Page

Once you have found the company (please read Finding a Company for more information) you will be taken to the Company Home Page. There are several sections to this page, each numbered below with an associated description.

 

Number Section Name Description
1 Company Code If a code has been associated with a company when it was added, this can be viewed on the company home page.
2 Company Type The type of company. This is set when the company is added to Meddbase.
3 Address

The address associated with the company.
4 Billing Address The billing address associated with the company.
5 Account Balance An outstanding balance for the company is shown here in red. Balances in black are in credit.
6 Aliases If an alias was set for the company, it can be found here.
7 Actions
  • Company Details - to update the company details
  • Documents - Company documents are stored here
  • Contacts - Add or remove contacts from the company
  • Bill Company For Products and Services - This allows you to bill a company outside of an appointment.
  • Invoice Templates - Configure invoice templates for that company
  • Accounts - View account details for the company
  • Referrals - View incoming and outgoing referrals for a company
  • Departments - Departments within a company
  • User and Roles Management - Manage users and role groups
  • Company Security Policy - configure security policy for that company
8 Comments Any comments related to the company can be input and found here.
9 Message Feed Messages between user groups, relating to that company, can be found here.

 

Review date

This article was last updated on 27th of September 2024