To create a new Institution, do the following:

1. Go to the HCO's section in the Proxima CRM system.
2. Click the New HCO button.

3. Fill in the New HCO card:

• Name - mandatory field. Add the Institution name.
• Select the Institution type from the list.
• Select a Region from the list. The region is a mandatory field.
• Select a City from the list. It is a mandatory field. The system generates the city list based on the selected region.
• Select the Street type. It is a mandatory field.
• Add the Street name. It is a mandatory field.
• Building - add the building number.
• Category - select the category from the list.

4. Add the institution contacts - email and phone numbers. These fields are not mandatory.

5. Archive - use this field if only this company is inactive. Select Does not work parameter from the list.

Note: If users mark the institution as "Does not work," the system will not display it in the active database.

6. To connect the institution and client, click on the HCO&HCP connections field and select the connection person from the list.

7. Click the Save button. The system adds a new Institution to the list.