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

2. 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.

3. 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:

4. 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

5. 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:

6. 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?

7. 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

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

9. 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)