Adding existing patients as employees of employer organizations

Typically, employees are added to employer organizations automatically based on information from human resources systems. However, they can also be added manually.

When adding existing patients as employees of employer organizations, choose a matching chart and complete the from the patient demographics screen.

  1. Find the employer organization to which to add an employee.

  2. Select the Admin (EO/PO) tab. A menu appears. From the menu, select Employees. The system displays a list of employees of the employer organization.

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  3. At the right, select Add New Employee. The Enter Information page appears.

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  4. The patient chart demographics screen appears. See Editing Demographics.

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Published: February 17, 2021