auhrick updated Creating employer organizations

Author: auhrick

content/functions/financial-functionality/creating-employer-organizations.assets/04dd82656bdbe2658d55b9d20a9527be.png

@@ -1,8 +1,8 @@
 ---
 id: '1E2Ng93ephPTQ3exGsMiJs2_m51ZhI-uWMW3UJlk1rYQ'
 title: 'Creating employer organizations'
-date: '2025-01-31T16:02:07.531Z'
-version: 140
+date: '2025-04-09T14:37:03.778Z'
+version: 152
 lastAuthor: 'auhrick'
 mimeType: 'text/x-markdown'
 links:
@@ -35,21 +35,23 @@ wikigdrive: '5455bbab25cad2721229bfc1e0cf5316add944a5'
 
 ![](../creating-employer-organizations.assets/22af12098ec6954dc3a686aea05e7970.png)
 
-7. In most cases, the <em>Account</em> will automatically be created when the employer organization is created.  Accounts are used for customers utilizing the Financials module, Deals and/or a billing interface. Customers not utilizing any of these features, can turn off the auto creation of Accounts from the system setting <strong>WebChart/Settings/Create Account when registering Employer Organization</strong>. However, if not using these modules, it does not cause any harm to create Accounts, so customers do not need to turn this setting off unless they specifically have reason to. See [Creating and adding accounts](creating-and-adding-accounts-to-employer-organizations.md) for more information on adding accounts.
+7. The <strong>Encounter Contacts</strong> sections is a display only section that will display contacts added to any encounters created on the EO.
+
+8. In most cases, <strong>Accounts</strong> will automatically be created when the employer organization is created.  Accounts are used for customers utilizing the Financials module, Deals and/or a billing interface. Customers not utilizing any of these features, can turn off the auto creation of Accounts from the system setting <em>WebChart/Settings/Create Account when registering Employer Organization</em>. However, if not using these modules, it does not cause any harm to create Accounts, so customers do not need to turn this setting off unless they specifically have reason to. See [Creating and adding accounts](creating-and-adding-accounts-to-employer-organizations.md) for more information on adding accounts.
 
 ![](../creating-employer-organizations.assets/bdb24a187c69cf3134fea18d848bb51d.png)
 
-8. The <em>Other Data</em> section allows users to add details that can be pulled into OSHA reports.
+9. The <strong>Other Data</strong> section allows users to add details that can be pulled into OSHA reports. Additionally, users will see a link for the <em>OSHA 300A Form for Last Year</em> report. This report will display the OSHA 300A form with totals for the prior calendar year, based on today's logged in date. Typically, clients who must report the OSHA 300A have until the beginning of March to file the form for the prior year. This report allows providers to view the prior years report without the current year data and confirm any data correction entries from the prior year are reflected on the report before submission. Clients may view the current year's OSHA 300A Form within the EO via the OSHA 300A chart tab.
 
-![](../creating-employer-organizations.assets/04dd82656bdbe2658d55b9d20a9527be.png)
+![](../creating-employer-organizations.assets/78d7c2373dec01ab877e77bb2befe3bf.png)
 
-9. To add a <em>Sub-Employer Organization</em> to the current employer organization, select the <strong>Edit/Pencil Icon</strong> on the <em>Sub-Employer Organization</em> section. Use the <strong>Name</strong> autocomplete to search for the Sub-Employer Organization (Sub-EO). If the employer organization does not exist, click the <strong>Add New Sub-EO</strong> link to add a new employer organization (as demonstrated above starting on step 3). Employer organizations and "Sub-EO's" are both employer organizations in the system. The terminology of "Sub-EO" is only used to describe a hierarchical relationship of one or more employer organizations.
+10. To add a <em>Sub-Employer Organization</em> to the current employer organization, select the <strong>Edit/Pencil Icon</strong> on the <em>Sub-Employer Organization</em> section. Use the <strong>Name</strong> autocomplete to search for the Sub-Employer Organization (Sub-EO). If the employer organization does not exist, click the <strong>Add New Sub-EO</strong> link to add a new employer organization (as demonstrated above starting on step 3). Employer organizations and "Sub-EO's" are both employer organizations in the system. The terminology of "Sub-EO" is only used to describe a hierarchical relationship of one or more employer organizations.
 
 ![](../creating-employer-organizations.assets/c00fffea3a49fcbb3269e7bf9590bf59.png)
 
-10. <em>Work Locations</em> can also be related to an employer organization. Oftentimes work locations are related to employer organizations for Health Surveillance and/or Incident and OSHA reporting. Click the <strong>Edit/Pencil Icon</strong> on the <em>Work Locations</em> section. Use the autocomplete to search for existing work locations. Or click the <strong>Add New Work Location</strong> link to add a new work location. Not all customers use or need work locations configured. Consult with a deployment or support team member to discuss work locations and location hierarchy.
+11. <em>Work Locations</em> can also be related to an employer organization. Oftentimes work locations are related to employer organizations for Health Surveillance and/or Incident and OSHA reporting. Click the <strong>Edit/Pencil Icon</strong> on the <em>Work Locations</em> section. Use the autocomplete to search for existing work locations. Or click the <strong>Add New Work Location</strong> link to add a new work location. Not all customers use or need work locations configured. Consult with a deployment or support team member to discuss work locations and location hierarchy.
 
 ![](../creating-employer-organizations.assets/d8c98ed629234a868b381496cebf77b1.png)
 
-11. The <em>Chart Types</em> section lists the chart types utilized by this employer organization. It is recommended that customers not change the Chart Types unless instructed by Deployment or Support Consultant. Users must have Manage Chart Types security to modify chart types.
-12. Select the <strong>Submit</strong> button. The system creates and displays the employer organization.
+12. The <em>Chart Types</em> section lists the chart types utilized by this employer organization. It is recommended that customers not change the Chart Types unless instructed by Deployment or Support Consultant. Users must have Manage Chart Types security to modify chart types.
+13. Select the <strong>Submit</strong> button. The system creates and displays the employer organization.