Manage details

The Details panel offers several fields for recording information about the selected plan (product). This includes the product name, code, type, and website.

Also included on this panel view are Common icons (Alerts, Images, Extended Notes, User Defined Fields, Audit History, and Information) and a Provider Links section that lists all providers linked to the selected plan (product).

To add details to a plan, complete the following steps.

1. Go to providers > plans.

2. In the Search area fields provided, enter the Plan 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 to which you want to add details.
   • The Details panel is selected by default.
4. In the fields provided, enter information about the plan.
5. Optional. To export a list of providers associated with the plan, in the Provider Links section, click the Export button.
6. On the Action/Status bar, click Save.

The Details panel offers several fields for recording information about the selected contract. This includes the contract ID, holder, type, version number, document type name, document, specialty, description, notes, and from and to dates.

Also included on this panel view are Common icons (Alerts, Images, Extended Notes, User Defined Fields, Audit History, and Information) and a Contract Details section for storing additional information about the contract.

To add details to a contract, complete the following steps.

1. Go to providers > contracts.

2. In the Search area fields provided, enter the Contract Name, Type, Document Type, Contract Number, 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 contract to which you want to add details.
   • The Details panel is selected by default.
4. In the fields provided, enter information about the contract.
5. Optional. To lock or unlock the contract, click the appropriate button.
6. Optional. To add a version to the contract details, click the Add version button.
7. Optional. To enter any associated Contacts, Rates, Non Standard (alternate reasons), Tracking or Contract Links, click the respective link provided.
8. Optional. In the Contract Details section, enter any additional information related to the contract.
9. On the Action/Status bar, click Save.

The Details panel offers several fields for recording information about the selected entity. This includes the entity name, code, type, as well as data bank ID and agent ID numbers.

Also included on this panel view are Common icons (Images, Audit History, and Information) and an Active Entity Assignments section.

To add details to an entity, complete the following steps.

1. Go to providers > entities.

2. In the Search area fields provided, enter the Entity 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 entity to which you want to add details.
   • The Details panel is selected by default.
4. In the fields provided, enter information about the entity.
5. Optional. To add an active entity assignment to the entity, in the Active Entity Assignments section, click the Add Active Entity Assignment button and add the practitioner, practice, facility or contract.
6. Optional. To export a list of providers linked to this entity, in the Active Entity Assignments section, click the Export Linked Records button.
7. On the Action/Status bar, click Save.