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This guide will explain the fields within the Basic Information section of the Settings/Company Account area.
Field | Notes about Functionality |
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Name* | |
Email* | Required Company email address
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Phone* | Required Company phone number
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FAX | |
Website* | |
Federal Tax Id#* | |
National Provider Identified (NPI)#* | |
Medicaid ID # | |
Time Zone* | |
Logo | To upload your company logo, click “Choose File”. Your logo will be visible on your Company Account tab, when you download a funder report, and on all saved session notes After uploading a logo, you will have the option to select “Show Logo on RBT certificate” which will allow the company logo to appear on all RBT certificates Must be in PNG or JPEG formatting
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International Account | |