Employer/Lawyer Maintenance

Use Employer/Lawyer Maintenance to maintain general information about employers and lawyers that is common to your patients.  Assign an abbreviated Employer/Lawyer ID to each employer or lawyer you want to set up.  This ID is used in Patient Entry and is handy if many patients work for the same employer.  You may need to enter employer information for patient accounts involving workers' compensation and you may need to enter lawyer information for patient accounts when their guarantor is an estate.

Tip:  For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Employer/Lawyer Maintenance, click More.

   

  • Click File Maintenance from the Menu Bar, click Standard Maintenance and then click Employer/Lawyer.

  • Or, use the keyboard shortcut:  [ALT] [m] [t] [e].

   

• Creating a new Employer or Lawyer, click More.

   

  Enter the new Employer/Lawyer ID and click Retrieve or press [ENTER] if the button is in focus.

  Tip:  To indicate that you are building a new Employer/Lawyer, displays near the Employer/Lawyer ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Employer/Lawyer Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for that field name.
  Employer/Lawyer ID	Enter the ID assigned to this employer or law practice. (up to 3 characters, user-defined)
  	To update the new or changed information click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION:  If you forget to click Save, you may lose your changes.
  	You can use Search to view all of the existing Employer/Lawyer IDs.  From the Search list you can select an employer or lawyer to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Employer/Lawyer ID, enter the Employer/Lawyer ID and click Retrieve or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + t]
  Employer	Enter the full or legal name of the employer or law practice. (up to 20 characters)
  Address	Enter the employer's or law practice's mailing address. (up to 25 characters)
  City	Enter the City Name, Town Name or a valid City Code to fill in the associated City, State, and Zip Code part of the address. (up to 15 characters)
  State	The Postal Service State Code displays if you entered a City Code above.  Press [TAB] to accept or enter the appropriate State Code. (2 characters)
  Zip	The Zip Code displays if you entered a City Code above.  Press [TAB] to accept or enter the appropriate Zip Code. (up to 10 characters)
  Phone	Enter the phone number for contacting the employer or lawyer. (up to 10 characters, dashes not necessary)
  Ext	Enter the employer's or lawyer's phone number extension, if applicable. (up to 4 characters) Tip:  If you are setting up an employer, you may find it handy to enter the phone number extension of the employer's Human Resource department.

• Editing an existing Employer or Lawyer, click More.

   CAUTION!  If you forget to click Save, you may lose your changes.

  1.  To display the record to be changed, enter the Employer/Lawyer ID and click Retrieve or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Employer/Lawyer ID, you can click Search to see a list of employers.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + s]

• Deleting an existing Employer or Lawyer, click More.

  1.  To display the record to be deleted, enter the Employer/Lawyer ID and click Retrieve or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Employer/Lawyer ID, you can click Search to see a list of employers.

  2.  Click File from the Menu Bar, and then click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click the Proceed button to delete the record
  or, click the Cancel button to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.