How to Update Third Party Contact Information

Keeping third-party vendor contact details up to date is essential for maintaining seamless communication and compliance. Follow the steps below to update vendor contact information within your client dashboard.

Step-by-Step Guide

1. Log into Your Client Dashboard

1. Open your web browser and navigate to the login page.
2. Enter your credentials and log into your account.

2. Select "Vendors" from the Left-Hand Menu

On the dashboard, locate the "Vendors" option in the left-hand navigation panel and click on it.

3. Search for the Vendor

Use the search bar to locate the specific vendor whose contact information you need to update.

4. Select the Pencil Icon

Once you have identified the vendor, click on the pencil (edit) icon located on the far right side of the vendor listing.

5. Enter and Edit Contact Information

Modify the vendor's contact details as needed. Ensure all information is accurate before proceeding. 

6. Click "Next" to Proceed

After updating the contact information, click "Next." This will bring you to the Insurance Set/Division Update section. Click "Next" again to continue.

7. Choose Communication Preferences

Select one of the following options:

• Restart Registration Emails: If you want to resend registration emails to the vendor.

• Do Not Send Communication: If you do not wish to notify the vendor of the update.

8. Finalize the Update

Confirm and save the changes to complete the process.

Important Notes

• You must have the "manage vendors" permission level to update vendor contact information. If you do not have access, contact your system administrator for assistance.

• Ensure that all contact details are accurate to avoid miscommunication with vendors.

By following these steps, you can efficiently update vendor contact information and maintain accurate records in your system.