Use this article to set up an organization group in the Health Wallet Manager. organization groups, or org groups, give partner admins a read-only view of the organizations assigned to them, making it easier to manage large sets of organizations in one place.
Partner Administrator Feature
This feature is only available for partner administrators. It is not available for org group, organization, or division administrators.
Add a new org group
Select Org Groups from the navigation menu
Select Add New Org Group
Enter the Organization Group Name
(Optional) Enter the Employer Identification Number (EIN)
(Optional) Enter the Organization Group ID
Enter the Organization Group Contact Information
Select Add Organization Group
Confirm the new organization group’s information is correct
Select Confirm New Organization Group
Add organization group admins during new org group setup
Select Add Organization Group Admin
Enter Name, Email address, and Role
Select Add Admin
Confirm the new org admin’s information is correct
Select Confirm New Admin
(Optional) Add another org admin using the same steps
Add an organization group admins after an org group is set up
Select Org Groups from the navigation menu
Select the organization group you want to update
Select the Group Admins tab
Select Add Group Admin
Enter Name, Email address, and Role
Select Add Admin
Confirm the new org admin’s information is correct
Select Confirm New Admin
(Optional) Add another org admin using the same steps
Add existing organizations to an org group
Select Organizations from the navigation menu
Choose the desired organization
Select the overflow menu next to the organization name
Choose Add to Organization Group
Use the search bar to select the organization group
Select Add to Organization Group