Setting Up Patient Tables and Codes

Entering Employers

You can add employers to the data tables to be associated with the patient records and with insurance plans.

To add an employer from the main menu:

1. Select Tables > Patients > Employers. The Employer Search window is displayed.

2. Click New. The Employer Data Entry window is displayed.

3. Enter the employer name and address in the appropriate fields.

4. WinOMS automatically assigns the Employer ID.

4. Click Ok.

Use the Edit, Delete, and Print buttons on the Employer Search window as needed for a selected employer.

To add an employer to a patient's record:

1. From the Patient window, select Workspace > Demographics.

2. Click Edit. The Patient Data Entry window is displayed.

3. Click the Extended tab.

4. Next to the Employer field, click . The Employer Search window is displayed.

5. Use the search window to find and select the patient's employer. If the employer is not in the list, click New. The Employer Data Entry window is displayed.

6. Enter the employer name and address in the appropriate fields.

7. WinOMS automatically assigns the Employer ID.

7. Click Ok.