Create an Account

There are two primary methods of creating an account: creating a new account manually, and creating an account from OpenData, a comprehensive global database of healthcare information.

Create an Account Manually

1. Perform a search to ensure it does not already exist.
2. Click Create Account.
3. Review the results to ensure the account doesn’t already exist. Inside Territory accounts are those that exist within your Vault, while Outside Territory accounts are sourced from OpenData.
4. Click New Account.
5. Select the Object Type of new record, which determines what fields need to be populated on the record. Then, click Next.
6. Enter the Account Required Information required fields. The available fields vary depending upon the Object Type.
7. Either select an existing parent to auto-fill the address fields, or manually enter the Address Required Information.
   Note If there are multiple addresses for the selected parent account, select the appropriate one from the list.
   
8. Optional: Enter any relevant Notes (recommended) or Attachments.
9. Click Save.

Create an Account from OpenData

1. Perform a search for the account.
2. Click Create Account.
3. Select the Account from the Outside Territory (OpenData) section, then click Add Account.
   • If the selected account has a parent account, you can optionally select to add the parent account to your territory in the prompt.
4. Click Yes.