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Employers 

The Employer master list includes all employers who have been entered for a patient on the Edit Patient Information or Edit Insurance Plan Window. This list is automatically updated whenever you enter a new employer name.

Manage the Employer List

  1. In the Main Menu, click Lists, Employers.



Delete: You can not delete employers that are in use.
Combine: If you accidentally end up with multiple variations of a single employer with different spellings, highlight them, then click Combine.

  1. Click add, or double click an employer to edit.



  1. Enter the employer name and click OK.



  1. Click OK to combine the employers into a single record. All patient and insurance records will be updated.

 

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