How to create an organisation

This guide will show you how to create a new organisation on Lutra Health.

Go to app.lutrahealth.com

1. Start to create an organisation

If you are new to the platform and your organisation does not yet exist, then you can start this process by clicking on 'Create Organisation.'

Screenshot showing the Lutra Health dashboard with the ‘Create Organisation’ button highlighted

2. Provide organisation name

Provide the organisation's name. Optionally at this point, you can add the company's website and ODS code, if applicable.

Form field for entering organisation name with optional website and ODS code

3. Create the organisation

Click 'Create Organisation' to create the shell for your organisation

Button labelled ‘Create Organisation’ to start setting up the organisation

4. Access organisation settings

Until an organisation is verified, there will be limited functionality available. You will need to access the organisation settings in order to provide some more details.

Organisation overview screen with settings option highlighted

5. Add basic settings

In the 'Basic settings' section, you can provide a contact email for your organisation, a website - if not done already - and specify which country the organisation is registered in. Optionally you can add a brief description of the organisation and a contact phone number.

Basic settings form including contact email, website, country and description fields

6. Save Basic Details

When you have added relevant information, select to save the basic details.

Button labelled ‘Save’ to save basic organisation details

7. Add Company Registration detail

Next, add your organisation's company registration details, including registration number and address. Click to save this section once information has been added.

Form section for entering company registration number and address

8. Access Clinical Settings

Some clinicial details also need to be provided as part of the verification process. To do this, click on 'Clinical Settings.'

Clinical settings option highlighted in organisation settings menu

9. Provide ODS code (if applicable)

If your organisation operates in the NHS and has an ODS code, please provide this.

Field to enter NHS ODS code for the organisation

10. Provide clinically responsible person details

Next, please provide the name, email address and professional registration number of the clinically responsible person for the organisation.

Form fields for clinician’s name, email address and professional registration number

11. Finding a professional registration number

The professional registration number can be found on the relevant body's website.

Guide showing where to find a professional registration number online

12. Verification

Once you have provided this information, and if, where it is required, the software licence agreement has been signed, verification checks of your organisation can be completed. This is done by the Lutra team - please check with your Lutra contact if you have any questions.

Verification status page indicating organisation details are under review

This guide covered the process of creating an organisation in Lutra Health, including setting up basic and clinical details.