IWeb 5.17.5 Provider Recruitment and Tracking Module User Guide

Provider Recruitment - Vendors Menu

The Vendors menu is used by the recruiter to define billing vendors and their associated products. The vendor-to-product relationship is one-to-one, so if the billing vendor has multiple products, they must be defined once for each product.

The links available on the Vendor menu are as follows:

Search
Search Results (available after the first search is conducted)
Details (available after the first Vendor's details are viewed)

Search for a Vendor

Before you can view a vendor's details or add a new vendor/product, you must first conduct a search. Click the Vendors > Search menu link, after which the Vendor/Product Search page opens. Enter the search criteria (optional) and click Search. The search results appear in a list in the Search Results section.

These are the available search fields on the Vendor/Product Search page:

Field	Description
Inactive Status	To search for vendors and products with a specific inactive status (Active only, Inactive only, or All), select it from the drop-down list. The default is All Vendors/Products.
Vendor Name	To search for a specific vendor name (or a vendor name that contains specific characters), enter it in the field (after which the option is automatically selected).
Product name	To search for a specific product name (or a product name that contains specific characters), enter it in the field (after which the option is automatically selected).
Product Type	To search for a specific product type, select it from the drop-down list.

If any vendors or products that match the search criteria are found, they appear in the list. The following fields and buttons are displayed:

Field/Button	Description
(select arrow button)	Click this link to open the Vendor/Product Maintenance [Details] page with the information displayed. Authorized users can click the Update Record button to edit the details.
Vendor ID	The system-generated ID for the vendor (normally the order in which the vendor/product was entered).
Vendor Name	The name of the vendor.
Product Name	The name of the product.
Product Type	The product type.
Contact First Name	The first name of the vendor contact person.
Contact Last Name	The last name of the vendor contact person.
Phone	The phone number for the vendor contact person.

Add a New Vendor/Product

To add a new vendor and product, first conduct a search to make sure they do not already exist in the system. If the vendor/product does not appear in the search results list, click Add. The Vendor/Product Maintenance [Add] page opens. Enter the information for the vendor and product and click Add Record to save the details. Click Reset Values to clear the fields and start over, or Cancel to exit the page without saving the changes. After adding the record, the added vendor/product appears in the search results list.

The available fields and options on this page are as follows:

Field/Option	Description
Vendor Name	Enter the name of the vendor. This field is required.
Product Name	Enter the name of the product. This field is required.
Product Type	Select the product type from the drop-down list.
Contact First Name	Enter the first name of the vendor contact person.
Contact Last Name	Enter the last name of the vendor contact person.
Street Address	Enter the vendor's street address.
City	Enter the vendor's city.
State	Select the vendor's state from the drop-down list. (If necessary, select the country first.)
Zip Code	Enter the vendor's zip code.
Country	Select the vendor's country from the drop-down list.
Phone	Enter the vendor's phone number.
Phone Extension	If applicable, enter the vendor's phone extension number.
Fax	Enter the vendor's fax number.
Email	Enter the vendor's email address.
Inactive	If the vendor/product is no longer active, select this option to inactivate it.
Export Type	Select the vendor's type of export from the drop-down list. Examples: DTT Import, Batch HL7, Real Time HL7.
Export Status	Select the vendor's export status from the drop-down list. Examples: Writing Export, Export Complete, Declined, Other.
Comments	Enter any comments about the vendor, product, or export status.

Edit a Vendor/Product

To edit a vendor/product, first conduct a search, then click the arrow button in the Select column for the vendor/product in the search results list. Click Update Record on the Vendor/Product Maintenance [Details] page, edit the details, and click Update Record again.

Redisplay Search Results

Once a product/vendor search has been conducted at least once, the Vendors > Search Results menu link becomes available. Click it to return to the Vendor/Product Search page and the previous search results.

Redisplay Vendor Details

Once a product/vendor's details have been viewed, the Vendors > Details menu link becomes available. Click it to return to the Vendor/Product Maintenance [Details] page for that vendor/product.