The Employer list includes all employers entered for patients in Edit Patient Information and Insurance Plans.

In the Main Menu, click Lists, Employers.

This list is automatically updated when a new employer is entered from Edit Patient Information or Insurance Plan.

Click OK to close the window.

Edit Employer

Click Add to create a new employer. Double-click an existing employer or highlight an existing employer and click Edit to make changes.

Enter or edit the Employer name.

Click Save to finish adding a new empployer or keep changes.

Combine Employers

If multiple entries exist for the same employer, they can be combined into a single record.

  1. Highlight the employers to combine.
  2. Click Combine.
  3. Click OK to proceed.

All combined employers are merged into the employer selected first in the list. All patient and insurance records are updated to match the employer that remains on the list. Edit the employer as necessary.