Managing employer codes involves adding, editing, and deleting employer identification details within the database. These codes are later used in the patient information section when selecting an employer for a patient. Accurate management of employer codes ensures that patient records are linked correctly to their employers.
Steps to Follow:
Step 1: Login to the application:
Use your credentials to log in to the application.
Step 2: Navigate to 'manage data' - 'manage employer code':
From the main dashboard, go to the manage data section and choose manage employer code.
Step 3: Search for existing employer records:
On the employer management screen, click the search button to display a list of existing employer records.
Step 4: Add a new employer record:
Click the add button to create a new employer record.
Step 5: Fill in the required fields:
Complete the following fields:
- Employer Name (required)
- Address
- City
- State
- Zip Code
Step 6: Save or cancel the record:
- Click save to save the new employer record.
- To cancel the addition, click the cancel button.
Step 7: Search for the added record:
Once the record is added, you can search for it using the search function to confirm its existence.
Step 8: Edit or Delete a Record:
- To edit a record, click the edit button in the Action column and modify the details as needed.
- To delete a record, click the delete button. A confirmation alert will appear with the message: "Are you sure you want to delete it?"
- Click OK to delete the record.
- Click Cancel to keep the record unchanged.
Step 9: Use the employer code in the patient information page:
The added employer codes can be selected in the employer information section of the patient information page.
Step 10: Search and link for employer code in patient information:
When adding or editing patient information, click the "+" icon in the employer information section. This will allow you to search for and select an employer code from the list.
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