Adding New Employees

●     SSN — Enter the social security number, if known.

●     Active — Click this check box to make the employee active.

●     Notify Biller— Check this box if this employee should be notified when a batch is ready to bill. If this box is checked, an e-mail notification will be sent to the employee when the RTB box is checked for a batch (in the Work With Batches screen). The employee must have a valid e-mail address saved in the Email field on this screen for this feature to function properly. By default, this should be setup to send an e-mail notification to your HEALTHCAREfirst biller.

●     ID— If you want to assign a specific ID, enter it here. Otherwise, the system will automatically generate an ID.

●     Offices— Click the arrow beside this field and select the office you want to use. Expand the "+" beside an office to see additional selection options if necessary.

●     LOB

●     Last Name— Enter the employee's last name in the first field, suffix (such as Jr., II, and so on) in the second field.

●     First Name—  Enter the employee's prefix (such as Mr., Mrs., and so on) in the first field, first name in the second field, and middle initial in the third field.

●     Address—  Enter the street address.

●     City, State, Zip—  Enter the city, state, and zip code.

●     Exclude Address from Patient Records—  Click this checkbox to exclude the employee's address from patient records.

●     DOB—  Enter the date of birth in mm/dd/yyyy format.

●     Ethnicity— Click the arrow beside this field and select from the pre-defined ethnicity options.

●     Gender—  Click the arrow beside this field and select Male or Female.

●     Notes— Enter any additional notes.

 

●     Use Agency Address

●     Use Personnel Address

●     Use Other Address — If you select this check box, you must enter an address to use.