Set Up Employer Records

Use the Employer editor to track the employment, and optionally the employer-based insurance coverage, of your responsible parties. The editor includes the employer name, address, phone number, insurance plan, several user-defined fields, and a notepad you can use to add additional information.

How to Get Here

• Home ribbon bar > Editors > Patient/Responsible Party > Employer. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Select Patient/Responsible Party in the list at the left and select the Employer option.

  

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• You can also open your Employer editor from the Insurance Detail page of the patient folder. See "Insurance Details" for details.

   

  

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• In addition, you can edit individual employer records, and create new records as you edit the Responsible Party page of the patient folder. See "Responsible Party Page" for details.

   

  

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Setup

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

   

  

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Display Active / Inactive Records - You can choose whether to include inactive records in your list. Click the icon at the top of the window to include/exclude the inactive records.

 

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• Create new record - Type the company name in the Create New Employer portion of the window, then click Add. You can then complete the details, described below.

   

  

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  You can also select the Employer field while editing a Responsible Party page and click New... at the top of the resulting menu.

• Edit employer details - Select a record to work with, and review / edit the details in the Edit Employer portion of the window.

   

  

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  • Name - You can change the company name if needed. Note that this is a required field.

  • Contact info - Enter the address, phone number and e-mail address of the company.

  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can, however, include inactive records in your list of records, and change them back to Active if needed.

• Insurance plans - Insurance plan details are linked in your Employer editor, Insurance Company editor, and the Responsible Party page of your patient folders. When you make a change in one place, the change affects the others automatically. However, Insurance Detail records in your patient folders are not linked: Changes to Insurance Detail records do not affect the other records, and vice-versa.

   

  

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  • Add a plan - Click Add new insurance plan and enter the company name, group number and policy number.

  • Add & edit details- After adding an insurance plan, use the fields at the right of the list to add and edit details about the plan, such as the maximum benefits allowed.

  • Custom data - If you need to add even more information about this insurance plan, such as the type of form required, click Custom Data to create your own text field. Then type the information. If a custom field is blank, you can click beside the field name to remove it.

  • Delete a plan - Select the plan to remove from this responsible party, then click . You cannot remove a plan that is associated with an active financial contract.

  Note that when you select an employer for a responsible party, you will have the opportunity to add any associated insurance plans to the responsible party record as well.

• User-defined fields - Use the User Defined Fields editor to set up the captions, or names, of unique fields available in several types of records, including fields in your Patient and Responsible Party records, your Employer, Assistant, and Insurance editors, your Office Contacts list, and your patient identification fields. See "Set Up User Defined Fields" for details.

• Review / edit notepad - Use the notepad to type free-form notes. You can categorize your notes , then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge dictionary, as well as your personal and shared dictionaries, to auto-complete your text. See "Notepad" for details.

   

  

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• Print -You may want to print the list as a report. See "Employer List" for details.

• Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

  

Notice!

• Electronic insurance - Because electronic insurance submissions require a valid Employer field, you might want to create a Self Financed employer record.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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