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.
-
Enter company demographics.
- Select from the Options View menu.
-
Add primary contact(s).
- Select from the Options View menu.
- Add the primary contact.
- 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.
-
Enter the billing information.
- Select .
- Include the contact person and phone for invoice-related issues.
- Enter the workers’ compensation plan information, which controls what insurance plan receives the workers’ comp invoices.
-
If you provide drug testing, select a
drug program.
- Click .
- Search for and select the generic drug program that comes closest to what you want.
- Copy that program.
- Modify the copy to meet your requirements.
-
Establish procedures for patient
visits.
- Select from the Options View menu.
- Select the generic procedure(s) that come closest to what you will provide this company.
- Copy each applicable generic procedure and modify it as needed.
- If the company receives a discount for any particular procedure, enter it.
-
Indicate your contracts with the
company.
- Select .
- Add each contracted obligation.
- Use the renewal date to follow up in a timely manner.
-
Enter appropriate jobs.
- Select .
- 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.
- If you are doing random drug testing pools, you must enter all the jobs that require drug testing.
- Optionally define work areas for tuberculosis testing. choice provides a way to define risk that is separate from the job itself.
- Review your work. Print the Company Profile report and check that the information is correct.
- Monitor progress. Run reports on marketing effectiveness, contract expirations, top companies by number of visits, dollars spent, etc. See .