Using Maintenance Functions

Adding Employers

In the OrthoTrac software, you typically link employers with insurance carriers. If you are adding carriers and employers, you can perform both operations from the Carrier Maintenance window. However, if you need to add only an employer or make a change to an employer’s demographic information, you can use the employer maintenance function.

To add an employer:

1. Click the Maintenance/Set-up button and select Employer Maintenance. The OrthoTrac Employer Lookup window is displayed.

2. Click Add New. The Add New Employer window is displayed.

3. In the Employer field, type the employer name.

4. In the Phone field, double-click <Add New Phone Number> and type the employer’s phone information. Use the drop-down list to select WK Work. Click OK.

5. In the Address field, double-click <Add Address> and type the employer’s address information. Click OK.

6. Click OK.

7. To change employer information, select the employer in the OrthoTrac Employer Lookup window, click Change, make your changes, and click OK.

Related Topics

Adding New Carriers

Setting Up Carrier Coverage

Setting Up the Financial Estimator

Adding Referral Sources

Adding Outside Doctors

Setting Up Patient Flow

Adding Calendar Days Using Schedule Maintenance

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