Manage the Employer Tab

The Employer tab holds a patient’s work details (if applicable) such as employer company, occupation, address, and contact information.

You can also use the Employer tab to link patients to employer insurance benefit plans.

To manage the Employer tab:

  1. Select a patient and open the Patient Info window > Employer tab.
  2. Select an employer entry to review the employer’s details in the upper fields.

  3. To perform another task, complete any of the following:

    1. Select the Show Deleted checkbox to display deleted employers in gray.

    1. Complete the fields as necessary and click the Add a new Record () icon.
    1. Select a listed employer.
    2. Modify the fields as necessary and click the Modify Record () icon.

    Warning: If a benefit plan is attached to an employer, you cannot remove the employer from the patient record until you remove the plan from the patient record.

    1. Select a listed employer and click the Delete Record () icon.
    2. When prompted, click Yes to confirm.

      3. If associated with other patient records, the employer is removed from the patient record, but remains in axiUm.

      If the employer isn’t associated with other patient records, a second prompt displays, asking if you want to delete the employer record.

    3. If prompted to delete the record, click Yes or No to confirm.