Purging employers

With Easy Dental, you can compile and maintain a database of employers so you only need to enter employer information once. After you enter an employer's information, you can then select a patient's employer in the Patients module.

Managing employer information from a central location is also helpful in preventing duplicate employer entries. To learn more, click the following links:

·        Assigning employers to patients

·        Adding employers

·        Editing employers

·        Joining employers

To purge employers

1.   In the Patient Banner, click the Settings button.

The Settings dialog box appears.

2.   Click Maintenance, and then click Employer Maintenance.

The Employer Maintenance dialog box appears.

3.   Click Purge.

The Purge Employers dialog box appears.

The list contains all employers that are not attached to any patients.

4.   To delete all the listed employers, click Delete All.

5.   To delete a selected employer, select the employer you want to delete, and then click Delete.

Note: If the employer you want to delete is not listed in the Purge Employer dialog box, that employer is attached to a patient. You must clear the employer from the patient’s file in Patients before you can delete it.

·        To find the patient, print the employer list for that employer.

·        From the Reports toolbar, click Reference Reports, and then from the menu, click Employer List.

The Employer List dialog box appears.

·        Click the From and To search buttons, and select an employer.

·        Click Include Employees, and then click OK.

Easy Dental adds the employer and patient employees to the batch processor list

6.   Click Close.