Owner Sells Business

When an Organization that has the role of 'owner' in a Service Approval sells the business to another Organization and the new Organization is operating at the same site and continuing with the same customers/clients, the Detail Organization window needs to be updated:

1. Update the Tax ID and include the effective date of the change. The system will keep history of the previous Tax ID.
2. Update the Organization Name and document the name of the original owner in the narrative since no history is kept on organization names.
3. Update the Organization Related Person information by end dating the previous owner and adding the new owner.
4. Notify Tom Ryan, supervisor in Claims Processing  Unit at Central Office, phone (402) 471-9170.

Licensing

End date the instance of license associated with the 'old' owner and create a new instance of license with data regarding the new owner. The licensing windows allow multiple instances of license over time. Document the situation in Organization Narrative.

Claims

Preprints contain the provider's ORG ID # and ORG Name/Address as well as the owner's Tax ID #. When the batch preprints are generated the system uses the provider name currently associated with the provider ORG ID# and Tax ID# associated with the owner ORG ID #.

(11-2011)