Employer Editor
Use the Employer
You can open this feature in multiple ways: Use the method that's most convenient for you.
Home Ribbon Bar - Select Editors from the Tools section of the Home ribbon bar. Then, from the Patient / Responsible Party section, open the Employer editor. (You can also use the Search field to look for the editor you want to work with.)
Patient Folder - Open the Insurance Detail page of the patient folder, then click the underlined employer name in the Plan Details section of the window to open the Employer editor with that company selected. (You can also click the 
Edit icon to change the employer assigned to the insurance plan. This does not change the employer assigned to the responsible party record.)
Responsible Party Page - (Limited to editing a selected employer record, or creating a new record.) You can open a limited version of the Employer editor by editing the Responsible Party biographical information. You can click in the Employer field to select a different employer or to create a new employer record, or click the Edit link by the Employer field to edit the existing employer details. See "Responsible Party Records" for details.
Create or Edit an Employer Record
Create a New Record - Type a description in the Create New portion of the window. Then click Add. You can then edit your record to complete the details.
You can also select the Employer field while editing a Responsible Party page and click New... at the top of the resulting menu.
Electronic Insurance Record - Because electronic insurance submissions require a valid Employer field, you might want to create a Self Financed employer record.
Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right. You can use the Inactive option in the record details to toggle the active / inactive status of an record. If not all your records appear in the list, use the 
Show / Hide Inactive icon at the top of the window to include both active and inactive records. (You can also use the Search field to find the record you want to work with.)
Name - You can change the name if needed. This is a required field.
Address, Phone, Email - Enter the address, phone numbers and email address of the party.
Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
User Defined - Use the User Defined Fields
Insurance plan details are linked in your Employer editor, Insurance Company editor, and the Responsible Party and Insurance Detail pages of your patient folders. When you make a change in one place, the change affects the others automatically, with the exception of changes to "Plan" fields in the Insurance Detail page. These fields are for review only and any changes you make here will not be saved.
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.
Click Add and enter the name, group number and policy number. If you add a plan from the Insurance Company editor, you also specify the employer; if you add a plan from the Employer editor, you specify the insurance company. If you add a plan from the Responsible Party page of the patient folder, the employer is left blank.
Select the plan you want to work, then use the fields at the right to add and edit the, including the group number and name, policy number, maximum benefits, renewal date and deductibles. Note that the fields available may be different, depending on whether you have Edge Specialist or integrate with Canadian CDAnet/ITRANS insurance processing.
If you need to add more information about this insurance plan, such as the type of form required, or specific benefit circumstances, click Custom Data to create your own text field. Type a title for your data and click Ok. You can now use your new text field to enter unique information for this plan. If a custom field is blank, you can click 
beside the field name to remove it.
Each insurance plan can have its own correspondence history that is in addition to the insurance company's correspondence history. You can capture or scan documents, and view these documents from the Insurance Company
Select the plan to remove, then click . You cannot remove a plan that is associated with an active financial contract.
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 Cloud dictionary, as well as your personal and shared dictionaries, to auto-complete your text.
Use the Patient Record security group in your Security editor to set up the level of access Edge Cloud users have to creating, editing, deleting, and viewing notepad entries.
If the Notepad option is set to Full Access, which gives the user rights to create and edit notepad entries, you can set the Modify Notepad Entries Created by Other Users to No Access. The user will then still be able to create notepad entries, but only edit and delete entries they created themselves. If you leave the Modify Notepad Entries setting to Full Access, the user will be able to edit / delete anyone's notepad entries.
View Notes - All notepad entries are date stamped automatically, and listed by date, user, and category. Newer entries appear at the top of the notepad. You can use the 
Filter icon to view only certain types of notes.
Filter Notes to Display - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which notepad you are working with, your favorite filters go along with you. See "History Categories Editor" for details about setting up your categories.
Add a Note - Type your note in the text field at the top of the notepad window, and select a category from the drop down list. You can use the Notepad Font section of the ribbon bar, as well as standard word processing keyboard shortcuts (i.e. cut, copy, paste, bold, underline, italics) to enhance the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use. When you are finished, click Add. The date, your Edge Cloud user name, and the assigned category are inserted automatically, and the new note is added to the beginning of the notepad. (See "History Categories Editor" for details about creating your notepad category list.)
Edit a Note - Right-click a note and choose Edit, then make your changes to the text. As you type, your Edge Cloud dictionaries provide suggestions to auto-complete the text. If your text is not recognized, you may right-click for spelling suggestions, or to add the text to a dictionary for later use.You can also right-click to access a basic text editing menu, or use standard cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. keyboard shortcuts. You cannot change the category assigned to the note.
Search Notes - Click the 
Search icon beside the Add button to search for any text within the notepad entries.
Delete a Note - Right click a note, and choose Delete to remove it from your
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.
Run the Employer List report to obtain the list of active employer records you have created to assign to responsible party and insurance records. The report includes the employer name, address, phone number, and email address. Your user defined data fields print underneath the address fields on the report. Other data, including insurance plan details and notepad entries, are not included in this report. Only active records are included in the report: Any items flagged Inactive in the editor are omitted.
