Add Employers

The Employer tab allows you to record the patient’s employment information. It contains fields related to the patient’s employer(s). This includes information such as the employer name, occupation, address, and contact information.

Note: Some institutions choose to skip adding the employer information. You can still add insurance without adding employer information.

If configured by your institution, this can be used to link the employer’s insurance plan to the patient.

If a patient has multiple employers, you can set one as primary and add other employers afterward.

Children, self-employed patients, and patients who have contracted insurance (such as Medicaid) do not require employer information. For these patients, skip to Add Insurance Benefit Plans.

To add an employer to a patient:

  1. With the Patient Info window open, click the Employer tab.

  2. Complete the fields as necessary and click the Add a new Record () icon to add the employer entry to the list below.

    3. Field Description
    Primary Employer

    Select the checkbox if this is the patient’s primary employer.

    Note: If they have other employers, this checkbox must be deselected in those employment records.
    Employer

    Click the ellipsis to display the Employer List window and search for the employer.

    • If listed, double-click the correct entry to select and close the Employer List window.
    • If not listed, click the Add a new Record () icon to display the Employer window.
      1. Complete the fields as necessary and click OK to close the Employer window.
      2. From the Employer List window, search for and double-click the new entry to close the Employer List window.
    Occupation

    Click the ellipsis to display the Occupations window and search for the job title.

    • If listed, double-click the correct occupation entry to close the Occupations window.
    • If not listed, in the Occupation field, enter a new title and click the Add a new Record () icon.
      • Double-click the new entry to close the Occupations window.
    Phone #

    Enter the employer’s phone number.
    End Date

    Enter the date the employment ends (if applicable).
    Note Enter any additional information.