Remove Employers from Patient Records

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.

To remove an employer from a patient record:

  1. Select a patient and open the Patient Info window > Employer tab.
  2. Select a listed employer and click the Delete Record () icon.
  3. When prompted, click Yes to confirm.
  4. If associated with other patient records, the employer is removed from the patient record, but remains in axiUm.

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

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