Vendors Overview

 

The Vendor Module enables organizations to efficiently manage vendors, store documentation, track approval statuses, and monitor exclusion match results.

 

 

TABLE OF CONTENTS

• Creating a Vendor Profile
• Bulk Importing Vendors
• Vendor Profile Overview
• Uploading a New Agreement
• Sending a Vendor Questionnaire
• Exporting Vendor Reports

When vendors are added to the module, they appear in a comprehensive list that displays key details, including:

• Vendor Name
• Type
• Approval Status
• Location
• Exclusion Status
• Agreements
• Questionnaires
• Last Updated Date

An ellipsis button (⋮) on the right-hand side of each vendor entry provides options to:

• Edit
• Approve
• Decline
• Deactivate

Users can switch between Active and Inactive Vendors using tabs at the top. Filters can be applied to sort vendors by:

• Agreement Type
• Location
• Approval Status
• Vendor Type

 

 

 

Creating a Vendor Profile

 

To create a new vendor profile:

1. Navigate to the Vendors section.

2. Click + New Vendor.

3. Complete the required fields:

   • Vendor Name

   • Vendor Type (select from dropdown)

   • Status (Active or Inactive)

   • Approval Status (Approved, Under Review, Declined)

   • Agreement Level (e.g., Business Associate, Confidentiality)

   • Location (organization-wide or specific site)

   • Vendor Contact’s First and Last Name

   • Email Address and Phone Number

   • Vendor Address

   • NPI Number (if applicable)

4. Add any relevant notes.

5. Click Save.

 

Bulk Importing Vendors:

Vendors can also be added in bulk using the provided spreadsheet template.

To Download the Template:

1. Navigate to the Vendors module.
2. Select Import in the upper-right corner.
3. Click Download Template.
4. Fill in the necessary fields in the spreadsheet.

To Upload the Template:

1. Return to the Import section.
2. Click Choose Spreadsheet.
3. Upload the completed file.

Once uploaded, new vendors will appear in the Active Vendor List.

Vendor Profile Overview

 

Selecting a vendor from the list opens their profile, which includes:

• Vendor Name
• Type
• Status
• Approval Status

The profile contains tabs to view:

• Profile Information
• Exclusion Matches
• Agreements
• Questionnaires
• Associated Applications (if applicable)

Uploading a New Agreement

To add a new agreement:

1. Open the vendor’s profile.

2. Go to the Agreements tab.

3. Click New Agreement.

4. Enter the following details:

   • Agreement Name

   • Type

   • Status

   • Enacted Date

   • Expiration Date

5. Upload the agreement document.

6. Click Save.

 

Sending a Vendor Questionnaire

 

To send a questionnaire to a vendor:

1. Open the vendor’s profile.
2. Go to the Questionnaires tab.
3. Click Send Questionnaire.
4. Review the questionnaire, then click Send Questionnaire.

 

Once completed by the vendor, the questionnaire status will update to Completed. Use the ellipsis menu (⋮) next to the questionnaire to:

• View
• Download
• Delete

 

Exporting Vendor Reports

 

Vendor reports can be easily exported from the Vendor Module.

To export a report:

1. Navigate to the upper right-hand corner of the Vendor Module.
2. Select Export.
3. Choose your desired format:

• • PDF
  • CSV