Organizations are healthcare entities that provide patient care or do work related to that care. These could be your clients or a company you work with. These entities drive all the actions in hc1. You can’t create an opportunity, case, task, or memo without first associating it to an organization.

As an hc1 user, you can only see information and take action on the organizations you create or that a system administrator or activity or opportunity creator relates you to. For example, you can be the organization’s sales rep or relationship manager, or you can be assigned or copied on an activity or opportunity for that organization.