Company Setup Quick Guide

Basic steps for adding new companies. Before adding companies you should set up Task Prototypes and Procedures.

See Defining the Task Prototype and generic Procedures.

  1. Enter company demographics.
    1. Select Company Folder > Companies from the Options View menu.
  2. Add primary contact(s).
    1. Select Company Folder > Departments/Contacts from the Options View menu.
    2. Add the primary contact.
    3. If you do drug testing add another record for the contact who receives drug test results—the Designated Employer Representative: use an ID of DER for this department.
  3. Enter the billing information.
    1. Select Company Folder > Accounts.
    2. Include the contact person and phone for invoice-related issues.
    3. Enter the workers’ compensation plan information, which controls what insurance plan receives the workers’ comp invoices.
  4. If you provide drug testing, select a drug program.
    1. Click Company Folder > Company Drug Programs.
    2. Search for and select the generic drug program that comes closest to what you want.
    3. Copy that program.
    4. Modify the copy to meet your requirements.
  5. Establish procedures for patient visits.
    1. Select Company Folder > Company Procedures from the Options View menu.
    2. Select the generic procedure(s) that come closest to what you will provide this company.
    3. Copy each applicable generic procedure and modify it as needed.
    4. If the company receives a discount for any particular procedure, enter it.
  6. Indicate your contracts with the company.
    1. Select Company Folder > Jobs.
    2. Add each contracted obligation.
    3. Use the renewal date to follow up in a timely manner.
  7. Enter appropriate jobs.
    1. Select Company Folder > Jobs.
    2. Add the highest-injury jobs. Even if you don’t rate the jobs, create the Job IDs and descriptions so that you can report injury trends.
    3. If you are doing random drug testing pools, you must enter all the jobs that require drug testing.
  8. Optionally define work areas for tuberculosis testing. Company Folder > Units choice provides a way to define risk that is separate from the job itself.
  9. Review your work. Print the Company Profile report and check that the information is correct.
  10. Monitor progress. Run reports on marketing effectiveness, contract expirations, top companies by number of visits, dollars spent, etc. See Company Setup > Companies > Related Reports.