When a Referral Source is linked to a Parent Organization, the CRM automatically populates the Parent Organization field on any Lead, Account, or Opportunity assigned to that Referral Source.
Accessing the Parent Organizations Module
Log in to the CRM at your organization's URL
In the top navigation bar, click Referral Sources
Select Parent Organizations from the dropdown list
The Parent Organizations list view opens showing all existing records
💡 Tip: You can also go directly to the module by visiting: /crm/index.php?module=ParentOrganizations&action=index
Creating a New Parent Organization
Open the Parent Organizations module
Click the Add Parent Organization button at the top of the list view
Fill in the required and optional fields
Click Save to create the record
Required Fields
Organization Name — The full name of the parent entity (e.g., "General Health Hospital System")
Primary Email — A valid email address for the organization
Assigned To — The CRM user responsible for this record
Optional Fields
Organization Code — Auto-generated unique identifier (read-only). Assigned automatically on save
Primary Phone — Main contact phone number
Mobile Phone — Mobile/cell phone number
Home Phone — Alternate home phone
Secondary Phone — Additional phone number
Secondary Email — Alternate email address
Description — Free-text notes about the organization
Address Information
You may optionally enter two address blocks — a Mailing Address and an Other Address — each with Street, City, State, Zip, and Country fields.
💡 Tip: The Organization Code is assigned automatically and cannot be edited manually. It appears on the record after saving.
Viewing and Editing a Parent Organization
Viewing a Record
Open the Parent Organizations module and click any Organization Name link in the list
The Detail View opens showing all fields and related information
The Related Referral Sources panel at the bottom lists all Referral Sources linked to this organization
Editing a Record
From the Detail View, click the Edit button (pencil icon or Edit button in the action bar)
Modify the necessary fields
Click Save to apply your changes
Deleting a Record
Open the record you want to delete
Click the Actions menu (gear icon) in the top-right area of the Detail View
Select Delete and confirm when prompted
⚠️ Important: Deleting a Parent Organization does not delete the linked Referral Sources. However, the Parent Organization field on those Referral Sources will be cleared.
Linking a Referral Source to a Parent Organization
Each Referral Source can be associated with one Parent Organization, creating the parent-child relationship that drives automatic tagging and reporting.
Navigate to the Accounts module (Referral Sources)
Open the Referral Source record you want to link or create a new one
Click Edit
Locate the Parent Organization field in the form
Click the lookup icon, search for the desired Parent Organization, and select it
Click Save
The Referral Source will now appear in the Related Referral Sources panel on the Parent Organization's Detail View.
💡 Tip: One Parent Organization can have many Referral Sources linked to it, but each Referral Source can only have one Parent Organization.
Automatic Parent Organization Tagging
When you assign a Lead, Account, or Opportunity to a Referral Source that has a Parent Organization, the system automatically fills in the Parent Organization field — no manual selection needed.
How it works:
A Referral Source (e.g., "Downtown Clinic") is linked to a Parent Organization (e.g., "Metro Health System")
A new Lead or Opportunity is created and assigned to "Downtown Clinic" as the Referral Source
The system automatically sets the Parent Organization field to "Metro Health System"
You'll see the populated Parent Organization field when you view the saved record
💡 Tip: If the Referral Source does not have a Parent Organization assigned, the Parent Organization field on the Lead or Opportunity will remain empty.
Reporting by Parent Organization
Creating a Report Grouped by Parent Organization
Navigate to the Reports module from the top navigation
Click Add Report
Select the primary module (e.g., Accounts/Referral Sources or Leads)
In the Fields to Display step, add the Parent Organization field along with any other fields needed
In the Conditions/Filters step, optionally filter by a specific Parent Organization
In the Group By step, select Parent Organization to aggregate results under each parent entity
Name the report and click Save & Run
Example Use Case
To see how many Leads each Hospital System sent in the last quarter:
Primary module: Leads
Fields: Lead Name, Referral Source, Parent Organization, Date Created
Filter: Date Created in last 90 days
Group By: Parent Organization
The report will show one row per Hospital System with the count of Leads from all its linked clinics combined.
Searching and Filtering Parent Organizations
Basic Search
Open the Parent Organizations module
Use the search bar at the top to search by Organization Name
Press Enter or click Search
Advanced Search
Click the Advanced Search link near the search bar
Filter by: Organization Code, Organization Name, or Assigned To
Enter your criteria and click Search
Sorting the List
Click any column header to sort records by that column. Clicking the same header again reverses the sort order. The list defaults to sorting by Organization Name (A–Z).
Permissions and Access
Permission | What It Allows |
View | Open and read Parent Organization records |
Create/Edit | Add new records and modify existing ones |
Delete | Remove records (restricted to users with delete permission) |
💡 Tip: If the Parent Organizations module is not visible in your navigation, ask your CRM Administrator to check your profile's module permissions.
Key Terms
Parent Organization — A top-level entity (e.g., a Hospital System) that groups multiple Referral Sources together
Referral Source — An individual organization or contact (Account) that refers patients or leads to your practice
Organization Code — An auto-generated unique identifier assigned to each Parent Organization record (e.g., "PORG00001")
Automatic Tagging — The CRM behavior that automatically populates the Parent Organization field on a Lead, Account, or Opportunity when a Referral Source with a Parent Organization is selected
Related Resources
Understanding Outbound Referral Workflows
How to Indicate Inbound and Outbound Referrals
Contact Dazos Support — reference CRM-2443