symplr Payer 101
This screen gives you quick access to assignments, tasks, alerts, and charts.
What is the Home Screen?
These panels are specifically used to support Primary Source Verification (PSV).
What are Verification Panels?
This record type is used to manage provider groups, practices, and their relationships.
What is a Group/Practice Record?
This screen in symplr Payer allows users to view predefined system reports.
What is the Reports screen?
This contract screen allows users to associate and view record types that are tied to the Contract.
What are (Contract)Links?
This search option helps you locate records quickly and with specific criteria.
What is Advanced Search?
This screen allows you to track the movement of a file as well as important credentialing and approval dates.
What is the Assign > Entities screen?
This screen supports collection of incoming and outgoing communication between an end user and a practitioner/group/facility/Contract.
What is the Communication screen?
This common icon, located in the white toolbar, across all areas of symplr Payer, allows files/images to be added and renamed directly within records.
What is the Attachments icon?
This contract screen is utilized to track the granular steps of the contracting process.
What is the Contract Tracking screen?
This feature provides system user assistance materials and is available at all times.
What is the Help Guide?
This tool will help you identify a lapse in work history for a practitioner.
What is the Work History Gap tool?
True or False, to navigate to a group record from the practitioner location screen, you will select the black text of the office location in the grid panel.
What is False? (to hyperlink, you would select the blue text)
This reporting option allows customized data pulls based on user-defined criteria.
What is Ad Hoc Reporting or Advanced Search reporting?
The taxonomy for facilities and groups is located in this screen.
What is the Facility Services and Location Services screen?
This is where a user can locate PSV websites(URLs) and desk level documents.
What are Resource Links?
The screen used to track additional PSVs(not related to license, specialty, education or insurance) as well as malpractice cases or license sanction information.
What is the Sanctions Screen?
This feature is used when a record is no longer needed, it is strongly recommended that you do this to the record, rather than deleting it in order to maintain a complete history that is available for auditing. A record may not be needed today, but this feature ensures that it is available if needed in the future. This feature also eliminates the need to recreate information and allows for accurate and thorough auditing.
What is Archiving or Archived?
This feature & common icon located in the white toolbar, helps to facilitate any activity that requires validation and can be assigned to provider records (Contract, Facility, Practice, Practitioner)
What are Checklists?
This information must exist before generating a template from the contracting module.
What are Contract Contacts?
The appropriate format for searching for a practitioner by name in symplr Payer.
What is Last Name, First Name?
The screen where an accreditation would be listed and PSV would be completed for a Facility.
What is the Facility Location Accreditations screen?
This feature shows historical changes made to a record for auditing purposes.
What is Audit History?
This Common Icon, located across the database provides reminders for follow-ups or allow action on a specific individual record, including details like follow-up date, Task type, assignment, and comments.
What are Alerts/Tasks?
This function allows a contracting end user to create a new contract version from an existing record by selecting applicable components to carry forward.
What is Add Version?