Adding/Editing Employers

Employer data can be used either on the patient’s Insurance tab to record the employer of the subscriber/financially responsible party, or as a contact data entry field on the Contacts and Files tab of case demographics (See,  Case Settings for additional information).

  1. Select Data Maintenance > Employers from the Main menu. This Edit Employer screen will appear.
  2. Enter the Employer parameters according to the following definitions:

    3. Employer ID: Enter a value up to 30 characters.

    Tax ID: Enter a value up to 30 characters.

    Name Fields: If you require the use of name fields instead of a description for the employer data, click the checkbox. Description will be replaced by First, Middle and Last name fields. First and Last are required.

    Enter either

    Description: Enter a description up to 125 characters in length. This field is required to save the record.

    First Name Middle Name, and Last Name: If the employer is a person, then enter the names. Each field will accommodate up to 40 characters. First and Last names are required if the Name Fields option is enabled.

    Address 1 and Address 2: Enter the mailing/physical address, which can be up to 30 characters per line.

    Zip Code: Enter standard five- or nine-digit postal number.

    City: Enter the associated city, up to 20 characters.

    State: Enter a standard 2-letter state abbreviation.

    E-mail: Enter the electronic mail address, up to 50 characters.

    Home Phone, Work Phone, Cell Phone, Fax: Enter a standard 10-digit number and a 5-digit extension where appropriate.

  3. Click Save to complete the Employer definition. Click New at any point in the data entry process to clear the screen of unsaved data and prepare it for a new entry. Click Select to choose an employer record to edit.

Key Considerations