TABLE OF CONTENTS


1.         WHAT IS A VENDOR IN W5?.....1

           1.1.      Direct Services.....1

           1.2.      Locations..... 2

           1.3.      Service Provider Information in W5..... 2


2.         SETTING UP A SERVICE PROVIDER...... 3

            2.1.      The Service Provider Detail.....3

            2.2.      The Address Detail for the Service Provider.....7

            2.3.      The Accounting Detail for the Service Provider..... 7

                         2.3.1.   The Services and Rates Detail for the Service Provider.....12

                         2.3.2.   Setting up Provider Rates for the Service Provider. ....13

                         2.3.3.   Changing the Providers Rates for the Service Provider..... 18

                         2.3.4.   Listing/Identifying the Rates Set for the Provider..... 18

            2.4.      The Locations Detail for the Service Provider..... 20

                        2.4.1.   Adding a Private Office..... 20

                        2.4.2.   Attaching a Service Provider to a Clinic..... 21

                        2.4.3.   Attaching a Service Provider to a Group Location..... 22

            2.5.      The Notes Detail for the Service Provider..... 22

                        2.5.1.   Creating New Notes for the Service Provider..... 22

                        2.5.2.   Editing the Service Provider Notes..... 23

                        2.5.3.   Printing the Service Provider Notes..... 23

            2.6.      The Documents for the Service Provider..... 23

            2.7.      The Diary Detail for the Service Provider..... 24

                        2.7.1.   Creating a Diary Entry for the Service Provider..... 24

                        2.7.2.   Viewing Diary Entries Pertaining to the Service Provider..... 24

            2.8.      The Rating Detail for the Service Provider..... 25

                        2.8.1.   Creating a New Rating for the Service Provider..... 25

                        2.8.2.   Updating a Rating on a Service Provider..... 26

            2.9.      The Credentials Detail for the Service Provider..... 27

                        2.9.1.   Service Provider Primary Profession..... 28

                        2.9.2.   Service Provider Profession Jurisdictions..... 28

                        2.9.3.   Service Provider Specialities..... 30

            2.10.    The Txn History Detail for the Service Provider..... 30

                        2.10.1.  Viewing the Transactions that Pertain to this Service Provider...... 31

                        2.10.2.  Viewing the Charges that Pertain to this Service Provider...... 32

            2.11.    The Groups Detail for the Service Provider...... 32

            2.12.    Adding a Service Provider to a Group...... 32

            2.13.    The Signatures Detail for the Service Provider...... 33

            2.14.    The Eforms Detail for the Service Provider...... 34


3.          EDITING A SERVICE PROVIDER..... 35

             3.1.      Accessing an Existing Service Provider (Provider Maintenance)..... 35

                         3.1.1.    Provider Coding (to Edit a Service Provider)..... 35

                         3.1.2.    Provider Search (to Edit a Service Provider)..... 35

                         3.1.3.    Simple Vendor Search (to Edit a Service Provider)..... 36

             3.2.      Listing and Identifying the Service Providers Services and Rates..... 36

             3.3.      Deleting Service Provider Rates..... 38


4.          SETTING UP A GENERAL VENDOR..... 40

             4.1.       The General Vendor Detail..... 41

             4.2.       The Address Detail for the General Vendor..... 45

             4.3.       The Accounting Detail for the General Vendor...... 45

                          4.3.1.    The Services and Rates Detail for the General Vendor..... 49

                          4.3.2.    Setting up Provider Rates for the General Vendor...... 50

                          4.3.3.    Changing the Providers Rates for the General Vendor...... 55

                          4.3.4.    Listing/Identifying the Rates Set for the General Vendor...... 55

             4.4.       The Notes Detail for the General Vendor...... 57

                          4.4.1.    Creating New Notes for the General Vendor..... 57

                          4.4.2.    Editing the General Vendor Notes..... 57

                          4.4.3.    Printing the General Vendor Notes..... 58

             4.5.       The Documents for the General Vendor..... 58

             4.6.       The Diary Detail for the General Vendor..... 59

                          4.6.1.    Creating a Diary Entry for the General Vendor..... 59

                          4.6.2.    Viewing Diary Entries Pertaining to the General Vendor..... 59

             4.7.       The Rating Detail for the General Vendor..... 59

                          4.7.1.    Creating a New Rating for the General Vendor..... 60

                          4.7.2.    Updating a Rating on a General Vendor..... 61

             4.8.       The Txn History Detail for the General Vendor..... 62

                          4.8.1.    Viewing the Transactions that Pertain to this General Vendor..... 63

                          4.8.2.    Viewing the Charges that Pertain to this General Vendor..... 64

             4.9.       The Eforms Detail for the General Vendor..... 64


5.          SETTING UP A NON-ROSTER VENDOR..... 65

             5.1.       The Non Roster Vendor Detail..... 65

             5.2.       The Address Detail for the Non Roster Vendor..... 69

             5.3.       The Notes Detail for the Non Roster Vendor.....69

                          5.3.1.    Creating New Notes for the Non Roster Vendor..... 69

                          5.3.2.    Editing the Non Roster Vendor Notes..... 70

                          5.3.3.    Printing the Non Roster Vendor Notes..... 70

             5.4.       The Diary Detail for the Non Roster Vendor..... 71

             5.5.       The Eforms Detail for the Non Roster Vendor..... 71


6.          SETTING UP A GROUP..... 72

             6.1.       The Group Detail..... 72

             6.2.       The Address Detail for the Group.....74

             6.3.       The Accounting Detail for the Group..... 74

             6.4.       The Providers Detail for the Group..... 78

                          6.4.1.    Attaching a Service Provider to a Group Location..... 78

             6.5.       The Locations Detail for the Group...... 78

                          6.5.1.    Viewing a Group Location..... 78

                          6.5.2.    Editing a Group Location..... 79

                          6.5.3.    Creating a Group Location..... 79

            6.6.       The Notes Detail for the Group..... 79

                         6.6.1.    Viewing Notes for a Group..... 79

                         6.6.2.    Creating New Notes for a Group..... 79

                         6.6.3.    Editing the Group Notes...... 80

                         6.6.4.    Printing the Group Notes..... 80

            6.7.       The Documents for the Group..... 80

            6.8.       The Diary Detail for the Group..... 81

                         6.8.1.    Creating a Diary Entry for the Vendor..... 81

                         6.8.2.    Viewing Diary Entries Pertaining to the Vendor..... 81

            6.9.       The Rating Detail for the Group..... 82

                         6.9.1.    Creating a New Rating for the Group..... 82

                         6.9.2.    Updating a Rating on a Group..... 83

            6.10.     The Txn History Detail for a Group..... 84

                         6.10.1.  Viewing the Transactions that Pertain to this Vendor..... 85

                         6.10.2.  Viewing the Charges that Pertain to this Vendor..... 86

            6.11.     The Eforms Detail for the Group..... 86


7.         SETTING UP A CLINIC..... 87

            7.1.       Clinics..... 87

            7.2.       A Note About Clinic Resources..... 87

            7.3.       Setting up a Clinic..... 87

                         7.3.1.    The Clinic Detail..... 88

            7.4.       The Address Detail for the Clinic..... 90

            7.5.       The Accounting Detail for a Clinic..... 90

                         7.5.1.    The Services and Rates Detail for the Service Provider..... 94

                         7.5.2.    Setting up Provider Rates for the Service Provider..... 95

                         7.5.3.    Changing the Providers Rates for the Service Provider..... 100

                         7.5.4.    Listing/Identifying the Rates Set for the Provider..... 100

           7.6.       The Provider Detail for the Clinic..... 102

           7.7.       Adding a Service Provider to a Clinic..... 102

           7.8.       The Notes Detail for the Clinic..... 103

                        7.8.1.    Creating New Notes for the Clinic..... 103

                        7.8.2.    Editing the Clinic Notes..... 103

                        7.8.3.    Printing the Clinic Notes..... 103

          7.9.       The Documents for the Clinic..... 104

          7.10.     The Diary Detail for the Clinic..... 105

                       7.10.1.  Creating a Diary Entry for the Clinic..... 105

                       7.10.2.   Viewing Diary Entries Pertaining to the Clinic..... 105

         7.11.      The Rating Detail for the Clinic..... 105

                       7.11.1.    Creating a New Rating for the Clinic..... 105

                       7.11.2.    Updating a Rating on a Clinic..... 106

        7.12.       The Txn History Detail for the Clinic..... 108

                       7.12.1.    Viewing the Transactions that Pertain to this Clinic..... 108

                       7.12.2.    Viewing the Charges that Pertain to this Clinic..... 109

        7.13.       The Resources Detail for the Clinic..... 110

                       7.13.1.    Defining a Clinic Resource..... 110

        7.14.       The Eforms Detail for the Clinic..... 110


8.            SETTING UP LOCATIONS..... 111

               8.1.         Setting up a Provider Private Office / Setting up a Group Location / Setting up a Clinic..... 111

               8.2.         The Office, Group Location or Clinic Tab Detail..... 112

               8.3.         The Address Detail for a Provider’s Private Office / Group Location / Clinic..... 113

               8.4.         The Accounting Detail for a Private Office / Group Location / Clinic..... 114

               8.5.         The Notes Detail for a Private Office / Group Location / Clinic..... 119

                              8.5.1.      Creating New Notes for a Private Office / Group Location / Clinic...... 119

                              8.5.2.      Editing the Notes for a Private Office / Group Location / Clinic..... 119

                              8.5.3.      Printing the Notes for a Private Office / Group Location / Clinic...... 120

               8.6.         The Documents for a Private Office / Group Location / Clinic..... 121

               8.7.         The Diary Detail for a Private Office / Group Location / Clinic..... 122

                              8.7.1.      Creating a Diary Entry for a Private Office / Group Location / Clinic..... 122

                              8.7.2.      Viewing Diary Entries Pertaining to a Private Office / Group Location / Clinic..... 122

              8.8.         The Rating Detail for Group Locations..... 123

                             8.8.1.      Creating a New Rating for a Group Location..... 123

                             8.8.2.      Updating a Rating on a Group Location..... 124

              8.9.         The Txn History Detail for a Private Office / Group Location / Clinic..... 126

                             8.9.1.      Viewing the Transactions that Pertain to a Private Office / Group Location / Clinic.....  126

                             8.9.2.      Defining Group Location or Clinic Resources..... 127


9.          OTHER THINGS YOU CAN DO IN VENDOR MAINTENANCE..... 129

             9.1.         Setting up a Provider in HCAI..... 129

             9.2.         When a Client Prohibits you from Using a Doctor – the DNU List...... 129

             9.3.         A/P Transaction List Report on Vendor...... 130

             9.4.         Changing Vendor Classification..... 130

             9.5.         Removing a Service Provider from a Group..... 131


10.        TROUBLESHOOTING ISSUES..... 133

             10.1.      “Missing Rates” in the Charges for this Vendor.....  133