When a patient changes employers, or a patient's current employer changes its name, address, and/or phone number, you can change the employer that is attached to a patient's record as needed by changing any details, by selecting a different employer that exists in your database, or by entering a new employer.
Note: Changing the details of an employer record affects all patients who have that employer attached to their records in Family File.
To change the employer that is attached to a patient
With a patient selected in Family File, double-click the Employer block.
The Employer Information dialog box appears.
Do one of the following:
If the patient's current employer has changed its name, address, and/or phone number, make the necessary changes:
Employer Name - The employer's name.
Address - The employer's address. Enter a street address, city, state, and/or ZIP Code in the Street, City, State, and Zip boxes, respectively.
Employer Phone - The employer's phone number.
Note: Dentrix Enterprise automatically adds parentheses and/or hyphens to phone numbers when you enter seven or ten numbers and then press the Tab key.
Note: These boxes are available only if your user account has been granted the "Employers, Add New/Edit Info" security right.
If the patient has changed employers, do the following:
To verify that the employer does not already exist in your database, do the following:
Click Clear, and then enter the first three or four characters of an employer's name in the Employer Name box.
Note: This button and box are available only if your user account has been granted the "Employers, Add New/Edit Info" security right.
Click Select Employer.
The Select Employer dialog box appears.
If you entered characters in step a, the employers whose names begin with those characters, if any, appear in the list.
To start a search for an employer by name, or to search for an employer by a different name, in the Enter Employer Name box, enter at least one character, and then click the search button .
The matching employers, if any, appear in the list.
Do one of the following:
If the correct employer is listed, select it, and then click OK. The Employer Information dialog box now displays the selected employer's information.
If the correct employer is not listed, click Close to return to the Employer Information dialog box so you can enter the employer's information.
Note: The new employer will be available for attaching to other patient records as well.
Enter or change the following information:
Employer Name - The employer's name. If you are adding a new employer, any characters that you entered previously are still in the box, so finish entering the name.
Address - The employer's address. Enter or change the street address, city, state, and/or ZIP Code in the Street, City, State, and Zip boxes, respectively.
Employer Phone - The employer's phone number.
Note: Dentrix Enterprise automatically adds parentheses and/or hyphens to phone numbers when you enter seven or ten numbers and then press the Tab key.
Note: These boxes are available only if your user account has been granted the "Employers, Add New/Edit Info" security right.
Click OK.
If you changed the information in any box (without clicking Clear first), a message appears and states that the changes to this employer will affect the employer information for all patient records that have this employer attached. To apply the changes to the employer, click OK.
Note: To return to the Employer Information dialog box without applying the changes, click Cancel.