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.
Employer records can be added 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. Then select Save and close out of the record.
To add an Employer to a patient record, open the patient’s Demographics window and navigate to the Secondary tab. On the right hand side there is a box for Employers. Select and you will be presented with the following request window
If the Employer doesn’t already exist in your database, you will be presented with the window below. Select OK and you will be presented with the New Employer window, as we just saw above.
Fill in the employer's details. If you plan to invoice the actual 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 will still be held in the employers table (Open > Employers).
You will then need to assign the insurer for this employer, if known. To do this, select the Select Insurer button in the top right corner.
Enter the insurer’s details. If this insurer does not already have an Account Holder record within your Genie, you will be asked if you wish to create one.
You can change the employer in the patient Demographics by adding in a new employer. You can then un-tick their old employer as current and mark the new one. This way you will be able to keep track of the patient’s employer history.
If you wish to delete the old employer from this patient’s account history, simply select the employer record and choose the button.
We would not recommend simply renaming the Employer as this will change the Employer record across the database. This would mean that any other patient who has the same Employer will have their Employer details updated as well.
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