Setting Up Insurance Claims and Adding Employers

Adding Employers

In OrthoTrac software, you typically link employers with insurance carriers.  If you are adding carriers and employers, you can perform both operations in 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 icon . The OrthoTrac Maintenance window is displayed.

2. Click Employer Maintenance.

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

4. In the Employer field, type the employer’s name.

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

6. In the Address field, double-click <Add Address> and type the employer's address information.

7. Click OK.

 

Related Topics

Setting Up Insurance Claim Options

Setting Up Carrier Maintenance