HANDS ON WITH VENDORMATE REPORTING PRESENTED BY: Laurens Bujold, Senior Account Manager, Vendormate

REPORTING: VENDORMATE’S BEST KEPT SECRET! Available reports Access reports Solve your credentialing questions; make life easier Hear from you/interactive session Reporting is one of our tools that is often overlooked and under utilized. Today we’ll talk about what reports are available per plan; how to access reports; how reports can solve some of your credentialing questions and make your job easier. Throughout the session, please feel free to add your comments about how you use reports and ask questions.

REPORTS CAN LIGHTEN YOUR LOAD Save you time, frustration and duplication of effort Keep you and others on track Evaluate your needs (for training, processes and staff) Build a case for additional resources Reports really can help and as we go along you’ll see it how:

REPORT AVAILABILITY My Credential Manager Access Plans Hospital Sign-In Log Uploaded Documents by Representative Missing Documents by Health System Missing Policies by Representative Representative Participation Report Credit Usage Report (If Applicable) Policies Library and Health System Reports Content: Discussion of which reports correspond to which plan. MCM includes all reports that are a part of Access, plus the Compliance Reports and Sign in Log Access Plans

TOP QUESTIONS ABOUT REPORTING How do I access reports? Who are my reps under our corporate tax ID? Is my rep good to go? What type of documents are my reps missing most often? Which reps are getting rejected and at which hospitals? As we’re on the phone talking with customers here are some of their top questions about reporting:

ANSWERING THE QUESTIONS How do I access reports? Who are my reps under our corporate ID? Which hospitals has the rep visited? When? How long? Purpose?

PARTICIPATION REPORTS Rep Profiles by Customer Account Keep territory assignments current Representative Particpation- this details all representatives registered under your tax ID and the facilities with which they have registered, as well as the registration date. Available to all corporate plan administrators, useful for telling which faciliteis your reps have registered with to manage territory assignments as well as keep rep list current. Hospital sign in log- Details all health system visits by reps- Where the visited, when they visited (sign in and sign out), who they visited at the facility and the purpose of this visit, and what happened when they tried to print a badge on site- Printed, rejected, or printed with a warning. Available with MCM + Rep Visits by Customer Verify rep activity

ARE MY REPS GOOD TO GO? What documents and policies are reps missing? What documents have been uploaded? What are the expiration dates?

COMPLIANCE REPORTS Uploaded Documents by Rep Missing Documents by Health System All available with MCM+ Uploaded docs is all documents your representatives have uploaded and the effective date as well as expiration date if applicable. Great for monitoring expiration dates of documents such as TB test Missing docs by HS report- ALL documents a rep is missing as well as the health systems to which these documents apply Missing Policies by rep- similary missing docs by HS- show all policies that remain unacknowledged and the ehalth systems to which these documents apply and the policy name. Missing Policies by Rep (Credential Central & Credential Manager)