Vendor Profile Management
Who can do this?
Admins can add and edit vendor profiles.
Only users with permissions to see a contract or workflow can see content in the Associated Contracts and Associated Workflows tabs.
Additional Considerations
The vendor directory allows duplicate NPIs to facilitate reporting for legacy customers that have multiple contracts falling under the same NPI.
For auditing and compliance purposes, vendor profiles cannot be deleted.
How to Add a Vendor Profile
Hover the cursor over Explore, then select Vendors.
Click Create Vendor.
In the Create New Vendor modal, select the Vendor Type:
Business
Enter the Business Name.
Individual
Enter the First Name and Last Name.
The Internal Vendor ID will auto-populate.
If applicable, add a Primary Contact for the vendor.
When finished, click Save.
OR
To close the modal without adding the vendor profile, click Cancel or ✖.
After adding the vendor profile:
Attachments and comments can be added.
Vendor contacts can be added.
All Admins for the organization will receive an automated email notification alerting them that a provider profile was added.
How to Edit a Vendor Profile
Navigate to the vendor profile.
In the vendor profile, click Edit.
In the Edit Vendor modal, edit the vendor information.
If applicable, add comments and/or attachments to the vendor profile.
When finished, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.
How to Add a Vendor Contact
Navigate to the vendor profile.
Under the Vendor Contacts tab, click Add Vendor Contact.
In the Create New Vendor Contact modal, enter the contact information.
If applicable, check the box to designate the person as the Primary Contact. The Primary Contact will be the first displayed in the contact list.
When finished, click Save.
OR
To close the modal without adding the vendor contact, click Cancel or ✖.
How to Edit a Vendor Contact
Navigate to the vendor profile.
Under the Vendor Contacts tab, click the caret to the left of the contact name.
Click the … (ellipsis) located on the right.
In the dropdown, select Edit.
In the Edit Vendor Contact modal, edit the contact information.
When finished, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.
How to Delete a Vendor Contact
Navigate to the vendor profile.
Under the Vendor Contacts tab, click the caret to the left of the contact name.
Click the … (ellipsis) located on the right.
In the dropdown, select Delete.
In the confirmation modal, click Delete Vendor Contact.
OR
To close the modal without deleting the vendor contact, click Cancel or ✖.
How to Add a Vendor Exclusion Verification Record
Navigate to the vendor profile.
Under the Exclusion Verification tab, click Add Exclusion Verification.
In the Add Exclusion Verification modal, enter the information.
If applicable, click the (+) Upload Attachment to upload an attachment.
When finished, click Save.
OR
To close the modal without adding the vendor exclusion verification record, click Cancel or ✖.
Your username will be recorded in the Verified By field of the record.
How to Edit a Vendor Exclusion Verification Record
Navigate to the vendor profile.
Under the Exclusion Verification tab, click the caret to expand the record.
Click the … (ellipsis) located on the right.
In the dropdown, select Edit.
In the Edit Exclusion Verification modal, edit as needed.
When finished, click Save.
OR
To close the modal without saving your changes, click Cancel or ✖.
Your username will be recorded in the Verified By field of the record.
How to Delete a Vendor Exclusion Verification Record
Navigate to the vendor profile.
Under the Exclusion Verification tab, click the caret to expand the record.
Click the … (ellipsis) located on the right.
In the dropdown, select Delete.
In the confirmation modal, click Delete Exclusion Verification.
OR
To close the modal without deleting the vendor contact, click Cancel or ✖.