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Designate an Other Party Contact

Why do this?

Designating an Other Party Contact makes it easy for users to know who to contact regarding a specific workflow or contract, particularly if the Other Party is a large vendor or practice with multiple contacts.

Workflow participants will see the Other Party Contact’s name, email, and the Other Party with which they’re associated.


Who can do this?

  • Admin

  • Current Phase Owner

  • Current Phase Mediator


When can you do this?

Existing Other Party Contacts can be added, edited, or removed at any point after the Initiation Phase, including after the contract has been activated.


Where can you do this?

  • Existing Other Party Contacts can be added, edited, or removed in the workflow accordion or on the contract summary page.

  • Other Party Contacts added during an active workflow appear in the workflow accordion during the workflow, then on the contract summary page. Other Party Contacts added on an activated contract appear on the contract summary page.

To create an Other Party Contact, go to the vendor or provider record and follow these instructions.


How to Designate an Other Party Contact

  • On the right side of the workflow, click the caret to Other Party Contacts to expand the panel.

  • Click the (+).

  • In the Add Other Party Contacts modal, select the Other Party and the Contact.

    • To add another contact, click (+) Add Contact.

    • To remove a contact, click the red trash can next to their name.

  • When finished, click Add.
    OR
    To close the modal without adding an Other Party Contact, click Cancel or ✖.


How to Edit an Other Party Contact

  • Click the (+).

  • Edit as needed.

  • When finished, click the Add button.
    OR
    To close the modal without saving your changes, click Cancel or ✖.


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