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Employers Setup

Use Employer tasks to manage the master list of employers associated with the patients within the medical practices you serve.

This is a company-wide list that spans across all practices. An application administrator or other designated member with appropriate user permissions can create a list of employers or make changes to individual employer records directly from theSettingsmenu.

An employer record can also be added by any user within the medical or billing office that has permission to add or edit patient records. If a user enters a patient record and clicks the Employer selector button to add an employer to the record and finds that the employer is not already in the system, the user can add an employer to the list and, at the same time, link that employer to the patient directly from the patient record.

For more information about setting up and managing the list of employers using the Settings menu, read the following help topics:

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