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Contacts

Contacts may only be accessed by Entity Administrators.

Contacts are people involved in administering the program. The entity is the organization submitting the claims and the contact is the person(s) involved in the process who may be contacted or receive notifications. Each entity has one or more contacts. Contacts may need to be updated periodically if individuals join or leave an entity or move into different roles.

Add a Contact

  1. In the navigation panel, select Administration, then Contacts.

  2. Select + New to add a new contact.

    Blue button that says plus new.

  3. In the New Contact pop-up window fill in the fields:

    1. Enter the full name of the contact.

    2. Enter the phone number of the contact.

    3. Enter the email of the contact.

    4. Enter the full address of the contact.

    5. Enter the job function of the contact.

      New Contact pop-up window with full name at the top, phone below full name, email to the right of phone, address 1 bellow phone, address 2 to the right of address 1, city below address 1 state to the right of city, zip code to the right of state, and job function below city and state. On the bottom left are the Back and Next buttons. On the bottom right are the Save and Cancel buttons.

  4. Select Next.

  5. Choose the entity or entities with which the contact is associated from the drop-down box.

    New Contact pop-up with an Entity drop-down box, Back and Next buttons on the bottom left and Save and Cancel Buttons on the bottom right.

  6. Select Save.

Edit a Contact

  1. In the navigation panel, select Administration, then Contacts.

  2. Select the Edit icon (green pencil and paper) next to the contact you want to edit.

    Edit icon (Green pencil and paper)

  3. In the Edit Contact pop-up window, edit the fields as needed. Use the Next and Back buttons to navigate between fields.

    Edit Contact pop-up window with full name at the top, phone below full name, email to the right of phone, address 1 bellow phone, address 2 to the right of address 1, city below address 1 state to the right of city, zip code to the right of state, and job function below city and state. On the bottom left are the Back and Next buttons. On the bottom right are the Save and Cancel buttons.

  4. Select Save.

OR

  1. In the navigation panel, select Administration, then Contacts.

  2. Select the View icon (blue eye) next to the contact you want to edit.

    View icon (Blue eye)

  3. On the Details tab, select the Edit button.

    Consumer details tab with full name of contact, beneath that email, beneath that phone number, beneath that job function, beneath that address 1, beneath that address 2, beneath that city, beneath that state, beneath that zip code. In the bottom right corner there is a green Edit button.

  4. In the Edit Contact pop-up window, edit the fields as needed. Use the Next and Back buttons to navigate between fields.

    Edit Contact pop-up window with full name at the top, phone below full name, email to the right of phone, address 1 bellow phone, address 2 to the right of address 1, city below address 1 state to the right of city, zip code to the right of state, and job function below city and state. On the bottom left are the Back and Next buttons. On the bottom right are the Save and Cancel buttons.

  5. Select Save.

Delete a Contact

  1. In the navigation panel, select Administration, then Contacts.

  2. Select the Delete icon (red trash can) next to the contact you want to delete.

    Delete icon (red trash can)

  3. On the delete prompt, select Yes.

 

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