Navigation in symplr Payer
Practitioner Panels
Groups & Facilities
Reports, Tools & Tasks
Go-Live Training Moments
100

This area gives you quick access to searches, tasks, alerts, and charts.

What is the Home Screen?

100

These panels are specifically used to support Primary Source Verification (PSV).

 What are Verification Panels?

100

This record type is used to manage provider groups, practices, and their relationships.

What is a Group/Practice Record?

100

 This screen in symplr Payer allows users to view predefined system reports.

What is the Reports screen?

100

This is the screen tied to the star icon in the top navigation.


What are Resource Links?

200

This search option helps you locate records quickly and with specific criteria.

What is Advanced Search?

200

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?

200

This screen supports collection of incoming and outgoing communication between a credentialing specialist and a practitioner/group/facility.

What is the Contacts screen?

200

This tool will help you identify a lapse in work history for a practitioner

What is the Work History Gap tool?

200

Ashley warned the team that this part of training might “make your brain hurt.”


What is admin training?

300

This feature provides system user assistance materials and is available at all times. 

What is the Help Guide?

300

These screens display current and previous employment for a provider. 

What are Practice Locations and Work History?

300

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)
300

This reporting option allows customized data pulls based on user-defined criteria.

What is Ad Hoc Reporting or Advanced Search reporting?

300

The med point user who likes to create institutions within the systems

Who is Karen 

400

These notify users of outstanding work and important reminders.

What are Tasks/Alerts?

400

Practitioner Board information is tracked under this screen.

What is the Practitioner Specialties screen?

400

The screen that is now listed as HDO was what screen before? 

What is the Facility 

400

This backend area stores all dropdown values used throughout the system.


What is the Reference table?

400

This is where you would locate your PSV websites(URLs) and desk level documents.

What are Resource Links?

500

This feature shows historical changes made to a record for auditing purposes.

What is Audit History?

500

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?

500

The taxonomy for facilities and groups is located in this screen.

What is the Facility Services and Location Services screen?

500

This screen, located across all areas of symplr Payer, allows files/documents/images to be added and renamed directly within records.

What is the Attachment screen?

500

Who survived this week? 

What is EVERYONE!!! YOU ALL DID AMAZING

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