You may find that on occasion you will need to invoice an employer directly or use an employer's details to make a claim for a patient through WorkCover. Genie has made it easy for you to add and change patient employers, as well as manage these employer accounts.
Before you begin
Please be aware that if a particular employer is linked to multiple patients, any change to the employer record will mean that it is updated for all associated patients. From within an Employer's record, located in Open > Employers, you may note details such as the Insurer, contact details, and the patients employed by this Employer.
Employer records can be managed from Open > Employers. Select the blue plus icon and you will be presented with the below window. Here you can add in all of the information you need. Once complete, select Save to close out of the record.
If you plan to invoice this employer at any stage, click on the Add to Account Holders button to automatically create a record in the Account Holders table. If an account isn't created for the employer, the employer's details can still be listed on a patient's record, and the Account Holder can be created automatically at the time of invoicing if required.
You may also assign the insurer for this employer, if known. To do this, select the Select Insurer button in the top right corner and type the first several letters of the company name. After selecting OK, you may be asked to choose an Insurer from a list, or asked to create the Insurer. Should you need to modify details of an Insurer, this can be accessed by searching for an Organisation in Open > Account Holders.
Employers can also be added via a patient's Demographics window. In the Demographics window, navigate to the Secondary tab. On the right hand side there is a box for Employers. Select and you will be presented with the below request window.
At this stage, you may type in the beginning of the Employer name and select OK. If the Employer doesn’t exist in your database, you will be presented with the window below, and following the prompts to select OK will present you with the New Employer window, as seen earlier.
When presented with the New Employer window, you may enter the relevant details as explained previously.
You can change the Employer in a patient's Demographics > Secondary page by selecting the blue plus to enter a new or additional employer. This will ask you to enter the Employer name, and after selecting OK you may be presented with a list of suggested Employers. If the Employer does not exist in your database, you will be asked to add it. More instructions can be found in the above section.
You may keep track of a patient's current and previous Employers in this window by using the Current tick boxes. If a patient's Employer has changed, it is important that you do not simply modify the name of a listed Employer. Renaming the Employer from a patient's Demographics window will rename the Employer record across the database. This would mean that any other patient employed by the same Employer will have their Employer details updated as well, which may often not accurately reflect correctly. This cannot be undone.
If you wish to delete the old employer from this patient’s account history, simply select the employer record and choose the button.
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