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Basic information and locations can be found within the company account. You can ADD, EDIT or REMOVE information within these options

To add or modify your company’s Basic Information, click Edit on the right-hand side of your screen:

The fields marked with an asterisk, * , indicate a required field. Other fields that you may want to add in:

  • Time Zone - Make sure this is set to the appropriate time zone

  • Logo - To upload your Company Logo, click Choose File.  Your logo will be visible on your company tab and when you download a Funder Report.

    • Select Show Logo on RBT Certificate for your Company’s logo to appear on RBT certificates.

  • If this is an International Account, please check the box.  This checkbox will allow you add and edit international address information throughout your account

Add or Edit your company locations:

  • Add several office locations

  • Add Multiple Therapy Centers

  • Enter your practices across numerous states

  • If your company provides services in-home, do not add client home addresses within this area

To designate a site as your main location, check the box for Main Locations, and Click Save:

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