Manage addresses

The Addresses panel offers several fields for recording information about addresses associated with the selected plan (product) or entity. This includes the address type, street, city, county, state, zip code, and country, as well as from and to dates in which to record when the address was associated with the plan (product) or entity. Also included on this panel view is a section that lists all providers linked to the selected plan (product) or entity.

You can add, update, export, and archive address records.

To add an address to a plan (product) or an entity, complete the following steps.

  1. Go to providers and select plans or entities.
  2. In the Search area fields provided, enter the Name, Type, and/or set the status to Active, All or Archived, then click Search.
  3. In the Search results grid, click the grid line of the plan or entity to which you want to add an address.
    • The Details panel is selected by default.
  4. Select the Addresses panel.
  5. In the fields provided, enter new information.
    1. In the Address Type list, select an address type, for example, "Credentialing."
      Tip

      Selecting an active five-digit zip code will automatically populate the matching city, state and county fields.  

    2. In the Line 1, Line 2 and Line 3 fields, enter the appropriate address information.
      Note

      The "Line 1" field is generally where the street number and street name would be entered, while the "Line 2" and "Line 3" fields are typically used for suite numbers, apartment numbers, department names, etc.

    3. In the City field, enter the name of the city in which the address is located.
    4. In the County field, enter the name of the county in which the address is located.
    5. In the State list, select the appropriate state.
    6. In the Zip Code field, enter the appropriate zip code for the address.
      Note

      If the first three digits of a zip code are entered, all active zip codes in the symplr Payer application will display in the field as a drop-down list.

    7. In the Country list, select the country.
    8. In the Date From field, enter the date when the address became associated with the plan or entity.
    9. In the Date To field, enter the date when the address was no longer associated with the plan or entity.
  6. When complete, on the Action/Status bar, click Save.
  7. Optional. To add additional addresses, on the Action/Status bar, click New and repeat the previous steps.

To update an address, complete the following steps.

  1. Find the specific plan (product) or entity containing the address you want to update.

    • The Details panel is selected by default.

  2. Select the Addresses panel.
  3. Once the address grid line is selected, update any information in the record which requires it.
  4. When complete, on the Action/Status bar, click Save.

To export address information, complete the following steps.

  1. Find the specific plan (product) or entity containing the address information you want to export.
    • The Details panel is selected by default.
  2. Select the Addresses panel.
  3. On the Action/Status bar, click Export.
    • If using Chrome or Safari, the .csv file is automatically downloaded.
    • If using Firefox, a dialog box will appear asking what you want to do with the .csv file.
    • If using Internet Explorer, a message will appear asking if you want to open or save the .csv file.

When an address record is no longer needed, it is recommended that you archive the record rather than deleting it in order to maintain a complete history that is available for auditing. A record may not be needed today, but archiving it ensures that it is available if needed in the future.

  • For information on how to archive a record, grid line, reference type or image, see the Archiving overview topic.