Employer details

The Employer Details web part displays useful information about a patient's employer.

Detail Tab

The Detail tab displays a comprehensive summary of all the information contained in the record you are viewing, including:.

  • Employer Name
  • Address (including city, state, country, and Zip code)
  • Phone Number
  • Fax Number
  • Employer Contact (including name, phone, and email)
  • Job Information (including job title, department, status, and notes)
  • Status (active or inactive)

Record Info Tab

The Record Info tab displays detailed information about the record you are viewing. While the Detail tab displays a summary of all the information the record contains, the Record Info tab displays information about the record itself, including the source from where the record was retrieved and the system where the record was originally created.

Note: A record's information source may differ from its original source. For instance, say your care provider enters a record of a new employer for you in their computer system and later you use Sunrise Patient Portal™ to copy the record into your personal health record. When you view your list of employers, the record will appear as being retrieved from Microsoft® HealthVault™, even though the record was originally created in your care provider’s computer system.

The Record Info tab also includes a table that displays a history of the record, including information about when the record was created and when it was last modified, if applicable. This information includes the application the record was created in, the user who created the record, and the date and time the creation or modification took place.

Parent topic: Sunrise Patient Portal Web Parts Help

Add employers

Use Employer Details to copy an employer from your patient record to a personal health record or to add a new employer to a personal health record.

Procedure

  1. To copy an employer from your patient record to a personal health record, Click Copy to Microsoft HealthVault.

    The employer is copied to your personal health record.

  2. To add a new employer to a personal health record, click Add to PHR.

    Employer Details is displayed.

  3. Enter the applicable information on Employer Details.
  4. Click Save.

    Employer Details closes and the employer is added to the personal health record.

Update employer details

About this task

You can use the Employer Details window to update information about an employer stored in a personal health record.

Note: You can only update the details of an employer that is stored in a personal health record. You cannot update the details of an employer that is stored in your patient record.

Procedure

  1. Update the information in the Employer Details window.
  2. Click Save to save your changes.

Delete employers

You can only delete employers from a personal health record. You cannot delete employers from your patient record.

Procedure

  1. Click Delete from PHR.

    A confirmation message is displayed.

  2. Click OK.

    The employer is deleted from the personal health record.

Print employer details

You can print employer details from a PDF format.

Procedure

  1. Click PDF Print Preview.

    File Download opens.

  2. Click Open.

    A PDF Print Preview window opens, displaying the employer details.

  3. Click Print.

    Print Options opens.

  4. Select your print options, then click OK.

    The employer details are printed.

  5. Close the Print Preview window.