Manage phone numbers

The Phones panel offers several fields for recording information about phone numbers associated with the selected plan (product) or entity. This includes the phone type, number and extension, as well as from and to dates in which to record when the phone number 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 phone records.

To add a phone number to a plan (product) or 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 (product) or entity to which you want to add a phone number.
    • The Details panel is selected by default.
  4. Select the Phones panel.
  5. In the fields provided, enter new information.
    1. In the Phone Type menu, select a type for the number, for example, "Office."
    2. In the Phone Number field, enter the number.
      Note

      The symplr Payer application will automatically format a ten-digit phone number (###) ###-####. Foreign phone numbers may be used; however, they must begin with a "+" to inform the symplr Payer application that although there are more than ten digits, it is still a valid number.

    3. Optional. In the Extension field, enter the phone extension number.
    4. Optional. In the Date From field, enter the date when the phone number became associated with the entity.
    5. Optional. In the Date To field, enter the date when the phone number was no longer associated with the entity.
  6. On the Action/Status bar, click Save.
  7. Optional. To add additional phone numbers to the entity, on the Action/Status bar, click New and repeat the previous steps.  

To update a phone number, complete the following steps.

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

    • The Details panel is selected by default.

  2. Select the Phones panel.
  3. Once the phone number 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 phone number information, complete the following steps.

  1. Find the specific plan (product) or entity containing the phone number information you want to export.
    • The Details panel is selected by default.
  2. Select the Phones 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 phone number 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.