Manage product representatives

The Product Representatives panel offers several fields for recording information about product representatives associated with the selected plan (product). This includes the product representative's name and territory, as well as from and to dates in which to record when the product representative was associated with the plan (product). This panel is used primarily to manage payer enrollment. Also included on this panel view is a Provider Links section that lists all providers linked to the selected plan (product).

You can add, update, export, and archive product representative records.

Prerequisite

Before a product representative can be designated to a plan, the product representative must first be added to the application by your symplr Payer administrator. Once the product representative is added to the symplr Payer application, they can be designated (added) to a plan.

To add a product representative to a plan (product), 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 designate a product representative.

    • The Details panel is selected by default.

  4. Select the Product Representatives panel.

  5. In the fields provided, enter new information.
    1. In the Representative menu, select the name of the product representative.
    2. In the Date From field, enter the date when the product representative became associated with the plan.
    3. Optional. In the Date To field, enter the date when the product representative was no longer associated with the plan.
    4. Optional. In the Territory menu, select the appropriate territory, for example, "Northeast."
  6. On the Action/Status bar, click Save.
  7. Optional. To add additional product representatives to the plan, on the Action/Status bar, click New and repeat the previous steps.
Note

Now that the product representative(s) have been linked to a specific plan, when you add that plan to a practitioner, group or facility plan, the product representatives linked to the plan will be available for selection from the Representative menu.

To update a product representative, complete the following steps.

  1. Find the specific plan (product) containing the product representative you want to update.

    • The Details panel is selected by default.

  2. Select the Product Representatives panel.
  3. Once the product representative 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 product representative information, complete the following steps.

  1. Find the specific plan (product) containing the product representative information you want to export.
    • The Details panel is selected by default.
  2. Select the Product Representatives 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 a product representative 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.