Creating and adding employees to 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 creating and adding employees to employer organizations, an employee’s basic information is entered within the employer organization. Then, the system creates a new patient chart for the employee and the process is completed 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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  5. If the employer organization includes partitions, in the Partition field, select the appropriate partition in which the employee’s patient chart will be created.

  6. In the Birth Date field, type in the Month, Day, and Year fields or select Calendar to select the employee’s birth date from a calendar.

  7. Select the Add New button. The patient chart demographics screen appears. See Editing Demographics.

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Published: February 18, 2021