Provider Setup

Navigation: Admin > Provider Setup > Select a Provider.

This area of Client Admin allows the user to maintain various client-specific details for their service provider base.

Provider details can be defined and updated throughout six tabs on the Provider Setup Options screen: Provider Details, Compliance Details, Insurance Details, Documents, Refrigerant Charges, and ERM View Settings.

The Provider Details tab will load with any existing details linked to the provider. Fields that are free text fields may be amended by adding or typing over existing details, while dropdown fields may be amended by selecting a different option in the menu. After making any changes, the user may select the "Save" button at the bottom to keep any amendments they made.

Field Name	Description
Vendor Number	Optional free text field; Vendor reference number of the provider - for external references across all of their systems. Note: A setting exists in Legacy Settings to control multiple service providers sharing a vendor number.
Site Supplier ID	Optional free text field; Client unique reference number
Manual Review Level	Optional dropdown field; User may select Manual Review Level name from client-defined list Manual Review Levels are defined by name of level and by percentage of would-be auto-approved WOs to be stopped for random review. For example, a Manual Review Level could be set with the name level "Gold" and a percentage of 10. This means that 10% of successful work orders (i.e., WOs that would be auto-approved) instead have a chance to be stopped for random review by the the client.
EAP	Required dropdown field with Yes or No option; Determines whether or not the provider will show up in the vendor choosers in EAP
Allow Inventory	Required dropdown field
Active	Required dropdown field; Determines whether or not the provider record is active for the client. Note: If a service provider is inactivated, all associations and configurations will still exist for if the service provider is to become active again at another point.
Preferred Contact Method	Optional dropdown field; Options of Fax, E-mail, Phone, or Dispatch Schedule - should match the global "Preferred Contact Method" set up in Provider Site Profile
Dispatch Schedule	Optional dropdown field; Client-defined options based on dispatch types of Phone, Email, Fax, and Automatic Client-defined options are defined in the Dispatch Schedules section of Client Admin. These Schedule Names will appear in the Dispatch Schedule dropdown.
Dispatch Email	Free text field that appears after Dispatch Schedule option is selected; Email address to which Dispatch Email is to be sent
COMP Payment Status	Required dropdown field; Options of "1st Level Invoice Approval (where a Self-billing Agreement is in place)" or "Provider Review" This field determines whether or not when a Comprehensive Contract payment (for either a PPM or regular COMP contract) is created it will automatically be sent to 1st Level Invoice Approval or to Provider Review.
Allow Webservices Access	Required dropdown field with Yes or No option; Determines whether or not web service access is allowed Note: In order to allow web service access, functionality needs to be turned on by client here as well.
Allow Override of Event Date for ActionWorkOrders	Required dropdown field that appears if Yes is selected for Allow Webservices Access field; Determines whether or not users will allow for historical transactions to occur If No - ActionWorkOrders Event Date says work was performed exactly at the time the request was sent
Technical Skill Level Billing	Required dropdown field with Yes or No option; Determines whether or not the client will bill at one rate or at different levels for the provider If Yes - When filling out contracts, users on the roster are able to be set up by one of up to three different skill levels (beneath Contract Charges tab)If No - Everyone is billed on a standard bill rate
CPPM Linked WO Invoice Setting	Required dropdown field; Options of "All linked work orders must be closed," "All primary linked work orders must be closed," or "Ignore linked work orders" In order to invoice the CPPM, all linked work orders must be closed.In order to invoice the CPPM, all primary linked work orders must be closed.OR Ignore linked work orders when invoicing CPPMs.
Quote Provider	Required dropdown field with Yes or No option; Determines whether or not client sees providers that are set up as quote providers Note: Field functions as a filter - quotes can still be distributed to non-quote providers if this Quote Provider field is set to No
Allow Provider To See Comp Costs	Required dropdown field with Yes or No option; Determines whether or not providers will see costs appear on the contract
Tax Point Date (After 14 Days)	Required dropdown field; Options of "Job Completion Date" or "Invoice Submission Date" If Job Completion Date - the Tax Point Date will be the Invoice Submission Date if that date is within 14 days of Job Complete; otherwise will be Job Complete date If Invoice Submission Date - Tax Point Date will always be the Invoice Submission Date Note: Invoice Date Logic is a client configurable setting and can be set by a Verisae representative.
Service Management Company	Required dropdown field with Yes or No option; Determines whether or not the provider is a service management company and has access to service management functionality
Create Work Orders in Mobile	Required dropdown field with No, Yes, or Yes (Restricted to Associations) options; Determines whether or not work orders can be created by the provider on Mobile Selecting "Yes (Restricted to Associations)" will only allow providers to create work orders against associated categories, subcategories, and problem types.
Uses Subcontractor Portal	Required dropdown field with Yes or No (default) option; Determines whether or not the provider has access to using the subcontractor portal
Prevent System Automated Timeout	Required dropdown field with Yes or No; Yes allows the prevention of the System Automated Timeout if configured for the provider

Internal providers will have a few additional fields in the Provider Details tab:

Field	Description
Use Alternate Internal Work Flow	Required dropdown field with Yes or No option If Yes: When a WO is Job Completed (and Manager Review has also been completed), the system will automatically submit the invoice with whatever cost the invoice has (generally a $0 WO because it is internal)
Use Log Hours	Required dropdown field with Yes or No option; Kiosk configuration that determines whether or not the user will use Start/Pause/Complete functionality or define a start/end date when starting, pausing, or completing work.
Enforce Log Hours to Complete	Required dropdown field with Yes or No option; Field appears if user selects Yes from the Use Log Hours dropdown
Kiosk Job Complete Behavior	Required dropdown field; Options of "Work Log" or "Log Out Technician" This dropdown determines whether the internal technician will be sent back to the Work Log or logged out of Kiosk after work has been completed.
Allow update of WO at other sites	Required dropdown field with Yes or No option; Kiosk configuration that determines if updates to WOs can be controlled from the All WOs section (for providers that are role-configured to view the All WOs section)