3rd Party Management

Julie Glass

Modified on: Mon, 20 Dec, 2021 at 2:28 PM

TABLE OF CONTENTS

Overview
- Add New Vendor
- Edit Vendor

Overview

This is a list of all configured vendors. Select any to bring into context
This is the vendor information
These are the invoice settings for the vendor
Click here to edit the Vendor information
Here is where you can Add a new 3^rd Party Vendor

Add New Vendor

Click Add a New 3^rd Party Vendor
Enter Vendor Information
Select Invoice Type
If Net 30
1. Enter Chart price threshold
2. Enter CNR (Chart not Retrieved) price threshold
If COD
1. No further action, go to step 7
If Managed
1. Enter Chart price threshold
2. Enter CNR (Chart not Retrieved) price threshold
To finalize, click Save 3^rd Party Vendor
To cancel, click Cancel

Edit Vendor

Locate Vendor from left navigation
Click Edit
Edit desired fields
To finalize, click Save Changes
To cancel, click Cancel

Note:

Leads can Add/Edit Vendors. Managers can view-only.

User Permissions
User Permissions: Administrator, Client Lead, Clinical Lead, Retrieval Lead, 3^rd Party Manager (view only)