Create a healthcare organization

task brazil Updated Sep 10, 2026 1 min read hcls-cto-create-healthcare-organization.md
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Create a healthcare organization, such as a healthcare provider, healthcare department, or organizational team, and associate it with a parent healthcare organization and a common location.

Before you begin

Role required: admin

About this task

The menu item you navigate to determines which organization type is created and whether that field is set automatically.

To create a Navigate to Organization type
Healthcare provider All > Healthcare Operations > Healthcare providers Set automatically to Healthcare provider and read-only.
Healthcare department All > Healthcare Operations > Healthcare departments Set automatically to Healthcare department and read-only.
Organizational team All > Healthcare Operations > Healthcare organizations Set manually to Organizational Team.

Procedure

  1. Navigate to the menu item for the type of healthcare organization you want to create.

  2. Select New.

  3. If you navigated to the generic Healthcare organizations list, set the Organization type field to the value you want.

    Note:

    If you navigated to Healthcare providers or Healthcare departments, this field is already set and read-only.

  4. Fill in the following fields.

    Field Description
    Name Name to identify the healthcare organization.
    Parent Organization Parent organization associated with this healthcare organization.
    Manager The manager associated with this healthcare organization.
    Phone Phone number of the healthcare organization.
    Email Email address associated with the healthcare organization.
    Description A description of this healthcare organization.
    This is an internal location Indicates that this healthcare organization is considered an internal location.
    Common Location The common location associated with this healthcare organization.
  5. Select Submit.

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