Settings Page - Scroll to almost the bottom of the page to:
Manage Company Information
There are two sections in Manage Company Information-
Company Information is where you can change or add your company’s information such as Address, system email, and phone/fax numbers. If you need to change your Adjustment Company Name and/or Federal Tax ID#, you will need to contact FileTrac Support.
Branch Information is where you will add and manage Branches for the companies that you do business for.
To Add a Branch:
1. Click 'Branch Information' then 'Create New Branch' on the page that follows.
2. Enter the 'Branch Name' and toggle 'Active' or 'Inactive'
3. Enter Branch Information (Address, Phone, Tax ID)
4. Choose the 'File # Setup' (each Branch can have its own custom File # setup)
*Automatic Sequence: (Recommended)- With this selection, enter a Prefix (optional), the number of Digits, and the "Seed" File #. The "Seed" is the starting number for this particular Branch. The maximum character count for a file # is 9 total (this includes any prefix and/or dashes). We recommend no more than 3 characters in a prefix and 5 digits.
Example 1:
Claims assigned to a branch with this file setup would automatically number with the first claim being assigned as 21-00001, the second claim assigned as 21-00002, and so forth...
Example 2:
Claims assigned to a branch with this file setup would automatically number with the first claim being assigned as MBR00001, the second claim assigned as MBR00002, and so forth...
*Custom File IDs: Only use this option if you do not want the system to automatically assign a file number. You will need to manually assign the file number for each new claim that is added to your system.
5. Click on 'Save Branch'
At this point when you Add a Company choose the Branch you set up for them. You can also add a branch upon setting up your Client Company - see 1 below.
