Setting Up Company Information

This topic includes:

Setting Up Company Contact Information

  1. In Company: Setup, click Company Information.
  2. Record your Company Name.

    The company name cannot be longer than 40 characters.

    This name appears in box 32 on the CMS 1500 form.

  3. Record the company Address.

    Enter the location’s physical address (not a P.O. Box number) to comply with HIPAA 5010 standards.

    This address appears in box 32 on the CMS 1500 form.

  4. Record the ZIP code.

    Enter the location’s full 9-digit ZIP code (ZIP + 4) to comply with HIPAA standards. Look up ZIP codes at www.usps.com.

  5. Record the City/State.

    This address appears in box 32 on the CMS 1500 form.

  6. Record the Phone and Fax numbers.
  7. Select your company Owner.

    If the owner is not displayed in the drop-down list, click + Owner and go to Adding Providers to add a new provider.

  8. Record your company’s Contact Name.
  9. To add your logo to your company information:
    1. Click + Logo, and select an image file of your company logo.
    2. To crop the image, click and drag your cursor diagonally inside the uploaded logo until the desired area is selected, and click Save Crop.

    The logo will appear on all printed materials.

    Company logos must adhere to the following specifications:

    Image Type: .PNG, .JPG, .GIF, .TIF, or .BMP
    Max Width: 140 pixels
    Max Height: 140 pixels
    Max Size: 128K

    For instructions on resizing images to meet these requirements, see Resizing Images.
  10. Click Save.

Setting Up Company Tax Information

  1. In Company: Setup, click Company Information.
  2. Record the Tax ID.
  3. Click the Review link to set up tax authorities and rates. For more information, see Setting Up the Multi-Tier Sales Tax Calculator.
  4. Click Save.

Setting Up Timeout and Password Policy

  1. In Company: Setup, click Company Information.
  2. Select a Session Timeout period after which a user will automatically be logged out if there is no system activity.
  3. Select a Password Policy. In addition to the policy selected, all passwords must be 8-15 characters and contain at least one numeric character.
  4. Click Save.