Add Employer from Patient’s Info View

Dentalore system allows user to add employers from more than place that from the patient’s info page (Add Patient and Edit Patient), you are able to employer from the following:

1- “Add” button beside the “Employer” field.

2- “Add” button appears beside the “Employer” field, when the Referred in selected to be “Employer” in the (Referred In/Out) section.

3- “Add” button for (Employer) exists in the “Add Insurance Plan” popup, that opens when the user press the “Add” button of Insurance plan in order to add a new plan.

Add Employer

  • When the user press “Add” button from either places, New popup “Add Employer” opens.
  • “Add Employer” popup contains the following:
    — Code: Is the code of new added employer that will be automatically generated if the user didn’t insert it manually.
    — Name: Is the name of new employer and its a mandatory field.
    — Phone
    — Email
    — “Save” button: Data of new employer will be saved, Popup closes and the employer will be displayed for the selected patient and as well will be added to the “Employers” list.
    — “Close” button: Data of new employer will not be saved and popup closes.
  • Insert the employer’s name and press “Save” button.
  • Message displayed to inform user that new employer has been successfully added.
  • Press “OK”
  • >> Note that the new employer added from the patient’s info page, will be added and listed in the “Employer” grid view in settings module.

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