Set Up Employer Records

Use the Employer table to track the employment, and optionally the employer-based insurance coverage, of your responsible parties. The table includes the employer name, address, phone number, insurance plan, and several user-defined fields.

How to Get Here

• ViewPoint main menu > System Tables > Family/Insurance > Employer.

   

  

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• You can also open your Employer table from the Responsible Party tab or the Insurance tab of the patient folder.

Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

 

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Display Active / Inactive Records - You can choose whether to include inactive records in your list. Enable either the Show All or Show Active Only option to include/exclude the inactive records.

 

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• Create new record- Click New. Then complete the details, described below.

   

  

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  If you do not have the Employer table open, you could instead click New on the ViewPoint toolbar and select the Employer option. (Or, press Ctrl+N on your keyboard.)

• Edit employer details - Select a record to work with. If you just created a new record, it is selected automatically.

   

  

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  • Name - You can change the company name if needed.

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

  • Plan number - Enter the employer-provided insurance plan number here.

  • 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, change them back to Active if needed.

• User-defined fields - Use the User Defined Fields table 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 tables, your Office Contacts list, and your patient identification fields. See "Set Up User Defined Fields" for details. We suggest you customize the Employer user-defined fields to track information about employer-provided insurance plans, such as the insurance company name, policy number, and maximum benefits.

• Review / edit notepad - Use the notepad to type free-form notes. You can categorize your notes on several tabs to view only the categories of notes you need to see. See "Use Notepads" for details.

   

  

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

• Save your changes - ClickExit to save the changes you have made and close the editing window.

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
  • Alerts Table
  • Alert Types Table
  • Appliance & Destination Tables
  • Contact Category Table
  • Custom Response Lists
  • Database Defaults
  • Dentist Table
  • Employer Table
  • Form Email Options
  • Notepad Tab Captions
  • Patient Folder Captions
  • Patient Folder Defaults
  • Professional Types Table
  • Professionals Table
  • Referrer Table
  • Search Options
  • School Table
  • Status Table
  • User Defined Fields Table
  • Zip Code Table

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