Employers
This page allows you to administer employers for your practice.
The employers you create on this page are available in the Employer Lookup tool, accessible from the Employer Name choose link on the Patient Registration and Add / Update Policy Details pages. (When you select an employer on the Patient Registration page, this information populates field 11B on the CMS-1500 form.)
On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Employers
To access the Employers page, you must have the Practice Set-Up: Employers user permission.
- Display the Employers page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Employers.
- Name — Enter the name of the employer as it should appear in the Employer menu on the Patient Registration page.
- Enter the employer address, city, state, ZIP code, phone number, and fax number in the appropriate fields.
- Click Save. The employer appears in the list below, and in the Employer Lookup tool.
- Display the Employers page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Employers.
- Locate the employer in the list.
- Click the update link.
- Edit fields as needed.
- Click Save. The updates are reflected in the list below.
- Display the Employers page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Employers.
- Locate the employer in the list.
- Click the delete link. A warning message appears.
- Click OK to delete or Cancel to preserve.
Note: Deleted employers appear disabled in the list of employers. To restore a deleted employers, click the undelete link.
Employers enable you to assign a policy to an employers (useful for certain reports and special contracts).
You can click a linked letter (a b c d e f g h i j k l m n o p q r s t u v w x y z) to retrieve employers alphabetically by initial, or click the 0-9 link to retrieve employers that start with a number.
Note: You can also select an employer as part of a patient's registration information. This information is used as demographic information, but is not used in billing. The patient employer information is available when you use the Report Library to generate a patient demographics report.
You can use the buttons at the bottom of the Show Employers section to download a report of either the complete employer table (excluding deleted entries) or a portion of the employer table (limited by using the number and letter links) as a CSV file.
Name |
The name of the employer that will appear in the Employer Name field on the Patient Registration page. |
---|---|
Address |
The address of the employer. |
ZIP code |
The ZIP code of the employer. |
City |
The city of the employer. |
State |
The state of the employer. |
Phone |
The phone number of the employer that will appear in the Employer Phone field on the Patient Registration page. |
Fax |
The fax number of the employer that will appear in the Employer Faxfield on the Patient Registration page. |
Employer name |
Enter an employer name or part of an employer name to locate an employer in the list. |
Column Headings for Employers list |
|
Name |
The name of the employer that appears in the Employer Name field on the Patient Registration page. |
Address |
The address, city, state, and ZIP code of the employer. |
Phone |
The phone number of the employer that appears in the Employer Phone field on the Patient Registration page. |
Fax |
The fax number of the employer that will appear in the Employer Fax field on the Patient Registration page. |