Companies - General Information

Modified on Thu, 24 Oct, 2024 at 7:19 AM

OVERVIEW

This article covers the contents stored in the General Information section of a Company USER ACCOUNT.

General Information keeps a record of basic data that helps provide easier management of services and business relationships in Kawaconn.

Mandatory fields must be entered in order to Save the User Account.

Enter/Edit the following fields, where required.

Field Name	Notes
Company	Mandatory
Email/DX Mail	Only captures the company’s general contact email Specific case manager emails should be added to their corresponding Case Manager account
Phone/Fax	Only captures the company’s general contact phone number Specific case manager phone numbers should be added to their corresponding Case Manager account
Website
ABN	Australian Business Number
PMS/CMS	PMS - Practice Management Software CMS - Clinical Management Software
Comments/Description
Office Address	State is Mandatory
Mailing Address	Mandatory If a Business Type is unavailable, use Other and enter the Other Business Type
Business Type
Primary/Secondary Segment	In-depth categorisation of Business Types Both can have their values edited in Values List
Allow Searching for Specialist Types	Restricts Case Managers to only view and request Specialists based on their report preferences P - Plaintiffs D - Defendants/Insurers P&D - Plaintiffs & Defendants/Insurers If none are ticked, Case Managers can see all Specialists