NextGen Knowledge Center

Add an Employer

  1. Open the Person Information or Patient Information window for the desired person or patient.
  2. Select the Employer tab.
  3. Select the open menu , and select New.
    The Employer Lookup window appears.

  4. In the Employer Name field, enter all or part of the employer's name.
  5. Select Find.
    All employers that match the search criteria entered display in the Matching Records list.

    If no records are found, the following prompt appears stating that no records were found.

  6. From the Matching Records list, double-click to select the employer.
    The Employer Maintenance window appears.

    Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified.

  7. In the Employment Profile section at the bottom of the window, enter person or patient information as needed in the following fields:
    • Occupation
    • Employment Status
    • Work Phone
    • Extension
    • Retirement Date
    • Primary Employer
  8. To save changes and close the window, select OK.