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Credential
   Central
YOUR OUTSOURCED CREDENTIAL
       COMPLIANCE SOLUTION
credential headaches

              » Rep documents are scattered
               across multiple VCAs; no single
               source of truth

              » Reps may not be sales ready
                – Balancing your policies with
                  customer requests

              » Credential management distracts
               your staff
credential central highlights

              » Store rep documents for all hospitals
              » Ensure reps are sales ready in your terms
                 – Define your sales force credential requirements
                 – See all Vendormate hospital requirements
                 – Monitor and manage credential gaps

              » Be compliant with Vendormate hospitals
                 – Seamlessly share company and rep information
                   with all Vendormate hospital systems
                 – View reps by hospital and visits by hospital

              » Outsource day-to-day document management
                to Vendormate
improve productivity
  with credential central
For Reps                         For Sales Management             For Administration

• Corporate documents can be     • See what the customer          • Hand off document
  preloaded by Vendormate          sees – rep compliance            uploads to Vendormate

• Reps can fax/email other         status, documents              • Monthly reports highlight
  credentials to Vendormate      • Verify territory assignments     gaps and action
  for uploading in 24 hours      • Monitor customer touches       • Add and delete employees
 – No need for reps to locate,     through sign-in reports          as needed
   scan or fax documents                                          • Store ALL documents in
                                                                    one secure place
                                                                   – Be confident reps have what
                                                                     they need for every hospital
                                                                     compliance program
                                                                   – Seamless sharing with
                                                                     Vendormate hospitals
                                                                   – Reps can copy and share
                                                                     with other credentialing
                                                                     programs
how does it work
                                              Vendormate
Credential                                    Health System
   Central
 Database


    Hospital Specific Requirements

    Common Requirements
                                                                 DIY Health System
ABC Medical Requirements




                                     Representative           Other VCA Health System
delivering a corporate view and
   an individual view

                Administrator » Service center for admins
                  Dashboard managing multiple reps at
                                   multiple customers


                        User » Service center for individual reps
                   Dashboard » Admin’s can log in on behalf
                                   of reps and update profiles
administrator dashboard

               » Current reports
               » Central view of all hospitals’
                 policies, requirements and
                 contacts
               » Account management links
               » Vendormate’s health system
                 directory and links
               » Tutorials and FAQs
Administrator command
and control begins here

Secure access is limited to
your designated managers

Unique URL for
administrators:
vmsdash.vendormate.com

Resources to maximize
your company’s
Vendormate participation
five
  functional
  areas
Manage Accounts
Access to individual profiles at
specific Vendormate hospitals
Current Reports
View and download reports
of Vendormate participation
Health System
Policies & Contacts
Your guide to specific
hospitals’ requirements
and local contacts
Vendormate Account Support
On-demand support resources
Vendormate Health Systems
Which hospitals work
with Vendormate
                     (Features vary by product)
vendormate health system information




                        Identify health systems
                        that use Vendormate by
                        search, by list, or most recent
vendormate account support

                       At your fingertips tutorials
                       and tools, like “Create a
                       New Rep Profile”


                       Dedicated account
                       manager and premium
                       support for admins


                       Speed support resolution
                       and compliance by
                       eliminating case escalation
health system policies & contacts

                         Select a hospital or
                         health system to view or
                         download their policies
                         and requirements
health system policies & contacts


                         View and download a
                         complete list of policies
                         by hospital

                         Share policies with your
                         colleagues for approval
                         or information
current reports

                  Monthly reports prepared by your
                  Vendormate account manager
                  summarize current status

                  •   Account review
                  •   Registrations by health system
                  •   Rep participation
                  •   Compliance status



                  Monthly updates keep you current


                  Actual report selection varies
account review report


              » Semi-annual custom report
                from your account manager

              » Track your compliance
                progress

              » Personalized tips for ongoing
                improvement
registrations by health systems

                      Corporate
                      registration status


                      Track
                      where your company
                      has active profiles


                      Never
                      let a renewal lapse
rep participation reports

                            Rep Profiles by
                            Customer Account

                            Keep territory
                            assignments current




                               Rep Visits
                               by Customer
                               (Credential Central and
                                Credential Manager)




                               Verify rep
                               activity
status reports from all your reps
                 Uploaded                   Identify gaps
                 Documents                  for action
                 by Rep
                                            Don’t let lapses
                                            interfere with
                             Missing        successful sales
                             Documents
                             by Rep



                                Missing
                                Policies
                                by Rep




                                         (Credential Central & Credential Manager)
manage profiles
 on behalf of your reps
                                                 Credential Central
                                                 admins can log in
                                                 on behalf of a rep

         Click here to get to the Log-In page.




                                                 Update profiles

                                                 Change territory
                                                 assignments

                                                 Identify
                                                 inactive reps




                                                  (Credential Central & Credential Manager)
see every rep at every customer

                             Admin tab
                             provides access to
                             each User account
                             Click on header
                             to sort; this
                             view is sorted
                             by User Name
                             Sort by user name
                             to see where a
                             particular rep has
                             a profile and
                             current status
export for sales management

                              This view sorted
                              by Account

                              See every rep
                              with a profile at
                              that account




                              Option to export
                              data to various
                              formats
log in
     as a rep

                                           Click on Account
                                           to access rep-
                                           specific information
                                           Log in on behalf
                                           of a rep to update
                joe.admin@abcmedical.com   documents
   ABC Medical Vendor Company
                                           Click on User
                                           Email to access
                                           rep’s personal
                                           global profile
links for additional information

                                           Clicking on an
                                           account name,
                                           takes you to that
                                           rep’s entry for
                                           that account.

  County Generaljoe.admin@abcmedical.com
                                 PENDING   Choosing an email
                                           address opens
                                           that user’s profile
                                           for that account.

                                           Selecting a
                                           Fail or Pending
                                           requirement status,
                                           opens the account
                                           details for that user.
new rep experience
     simplifies participation

               » Manage all accounts from
                 one website

               » Choose your point of view –
                 by account or by profile

               » Share corporate information
                 with colleagues
start with account list
one personal profile

                       Rep Profile is
                       shared across
                       all accounts
accessible company profile

                             Rep Profiles
                             by Customer
                             Account

                             Keep territory
                             assignments
                             current
customized to your requirements

                            Documents and
                            Policies reflect
                            your standards
guideline summary
                                                                                     ONSITE                      CLINICAL
                                                                                 REPRESENTATIVES             REPRESENTATIVES
                                                    Drug Screen Attestation                                        Best Practices




                    GROUND
                     BACK-
                                     Criminal Background Check Attestation                                         Best Practices

                                       Sexual Offender Registry Attestation                                        Best Practices
                                                                                                               CDC, Best Practices,
                                                                       Hep B                                    Joint Commission
                                                                                                               CDC, Best Practices,
                                                                     Measles
                     IMMUNIZATIONS



                                                                                                                Joint Commission
                                                                                                               CDC, Best Practices,
                                                                      Mumps                                     Joint Commission
                                                                                                               CDC, Best Practices,
                                                                      Rubella                                   Joint Commission
                                                                                                               CDC, Best Practices,
                                          Varicella (immunity of immunization)                                  Joint Commission

                                                             TB Test (annual)                                      Best Practices
                                                                                                                  Best Practices,
                                                       Product Competency        Vendormate Best Practice        Joint Commission
                                                                                                                  Best Practices,
                                                                       HIPAA         Joint Commission
                     TRAINING




                                                                                                                 Joint Commission
                                                                                                                  Best Practices,
                                              OSHA/Bloodborne Pathogens                                          Joint Commission

                                                      Sterile/Aseptic Control                                Best Practices (if relevant)

                                                            Radiation Safety                                 Best Practices (if relevant)

                                                                                 Vendormate Best Practice,       Joint Commission
                                               Hospital Orientation/Policies
                                                                                    Joint Commission
                     POLICIES




                                                                                 Vendormate Best Practice,       Joint Commission
                                                              Log In/Log Out
                                                                                    Joint Commission

                                                    Code of Conduct/Ethics                                       Joint Commission

                                     Photograph (recent head shot for badge)     Vendormate Best Practice    Vendormate Best Practice
documents
  reflect job roles
                      All of your reps,
                      not just those with
                      Vendormate
                      accounts, have
                      access

                      Customize
                      credential
                      requirements
                      based on the job
                      function of your
                      employees.

                      Customize
                      instructions (how
                      to get it) VERIFY
manage documents
 to stay current


                   Reps can update or
                   view any document

                   Retrieve documents
                   to share with others
retrieve documents
  to send to third parties




                             Open any
                             document to view
                             Save to desktop
                             to share by email
                             or print later
attestations cover
    many requirements
  Company letterhead


         Personalized

                Dated




  Authorized signature
outsource document
  management to Vendormate


      Streamline your
    ongoing document
         management
           by allowing
          Vendormate
             to update
      representatives’
           credentials
credential central highlights

              » Store rep documents for all hospitals
              » Ensure reps are sales ready in your terms
                 – Define your sales force credential requirements
                 – See all Vendormate hospital requirements
                 – Monitor and manage credential gaps

              » Be compliant with Vendormate hospitals
                 – Seamlessly share company and rep information
                   with all Vendormate hospital systems
                 – View reps by hospital and visits by hospital

              » Outsource day-to-day document management
                to Vendormate
Credential central presentation

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Credential central presentation

  • 1. Credential Central YOUR OUTSOURCED CREDENTIAL COMPLIANCE SOLUTION
  • 2. credential headaches » Rep documents are scattered across multiple VCAs; no single source of truth » Reps may not be sales ready – Balancing your policies with customer requests » Credential management distracts your staff
  • 3. credential central highlights » Store rep documents for all hospitals » Ensure reps are sales ready in your terms – Define your sales force credential requirements – See all Vendormate hospital requirements – Monitor and manage credential gaps » Be compliant with Vendormate hospitals – Seamlessly share company and rep information with all Vendormate hospital systems – View reps by hospital and visits by hospital » Outsource day-to-day document management to Vendormate
  • 4. improve productivity with credential central For Reps For Sales Management For Administration • Corporate documents can be • See what the customer • Hand off document preloaded by Vendormate sees – rep compliance uploads to Vendormate • Reps can fax/email other status, documents • Monthly reports highlight credentials to Vendormate • Verify territory assignments gaps and action for uploading in 24 hours • Monitor customer touches • Add and delete employees – No need for reps to locate, through sign-in reports as needed scan or fax documents • Store ALL documents in one secure place – Be confident reps have what they need for every hospital compliance program – Seamless sharing with Vendormate hospitals – Reps can copy and share with other credentialing programs
  • 5. how does it work Vendormate Credential Health System Central Database Hospital Specific Requirements Common Requirements DIY Health System ABC Medical Requirements Representative Other VCA Health System
  • 6. delivering a corporate view and an individual view Administrator » Service center for admins Dashboard managing multiple reps at multiple customers User » Service center for individual reps Dashboard » Admin’s can log in on behalf of reps and update profiles
  • 7. administrator dashboard » Current reports » Central view of all hospitals’ policies, requirements and contacts » Account management links » Vendormate’s health system directory and links » Tutorials and FAQs
  • 8. Administrator command and control begins here Secure access is limited to your designated managers Unique URL for administrators: vmsdash.vendormate.com Resources to maximize your company’s Vendormate participation
  • 9. five functional areas Manage Accounts Access to individual profiles at specific Vendormate hospitals Current Reports View and download reports of Vendormate participation Health System Policies & Contacts Your guide to specific hospitals’ requirements and local contacts Vendormate Account Support On-demand support resources Vendormate Health Systems Which hospitals work with Vendormate (Features vary by product)
  • 10. vendormate health system information Identify health systems that use Vendormate by search, by list, or most recent
  • 11. vendormate account support At your fingertips tutorials and tools, like “Create a New Rep Profile” Dedicated account manager and premium support for admins Speed support resolution and compliance by eliminating case escalation
  • 12. health system policies & contacts Select a hospital or health system to view or download their policies and requirements
  • 13. health system policies & contacts View and download a complete list of policies by hospital Share policies with your colleagues for approval or information
  • 14. current reports Monthly reports prepared by your Vendormate account manager summarize current status • Account review • Registrations by health system • Rep participation • Compliance status Monthly updates keep you current Actual report selection varies
  • 15. account review report » Semi-annual custom report from your account manager » Track your compliance progress » Personalized tips for ongoing improvement
  • 16. registrations by health systems Corporate registration status Track where your company has active profiles Never let a renewal lapse
  • 17. rep participation reports Rep Profiles by Customer Account Keep territory assignments current Rep Visits by Customer (Credential Central and Credential Manager) Verify rep activity
  • 18. status reports from all your reps Uploaded Identify gaps Documents for action by Rep Don’t let lapses interfere with Missing successful sales Documents by Rep Missing Policies by Rep (Credential Central & Credential Manager)
  • 19. manage profiles on behalf of your reps Credential Central admins can log in on behalf of a rep Click here to get to the Log-In page. Update profiles Change territory assignments Identify inactive reps (Credential Central & Credential Manager)
  • 20. see every rep at every customer Admin tab provides access to each User account Click on header to sort; this view is sorted by User Name Sort by user name to see where a particular rep has a profile and current status
  • 21. export for sales management This view sorted by Account See every rep with a profile at that account Option to export data to various formats
  • 22. log in as a rep Click on Account to access rep- specific information Log in on behalf of a rep to update joe.admin@abcmedical.com documents ABC Medical Vendor Company Click on User Email to access rep’s personal global profile
  • 23. links for additional information Clicking on an account name, takes you to that rep’s entry for that account. County Generaljoe.admin@abcmedical.com PENDING Choosing an email address opens that user’s profile for that account. Selecting a Fail or Pending requirement status, opens the account details for that user.
  • 24. new rep experience simplifies participation » Manage all accounts from one website » Choose your point of view – by account or by profile » Share corporate information with colleagues
  • 26. one personal profile Rep Profile is shared across all accounts
  • 27. accessible company profile Rep Profiles by Customer Account Keep territory assignments current
  • 28. customized to your requirements Documents and Policies reflect your standards
  • 29. guideline summary ONSITE CLINICAL REPRESENTATIVES REPRESENTATIVES Drug Screen Attestation Best Practices GROUND BACK- Criminal Background Check Attestation Best Practices Sexual Offender Registry Attestation Best Practices CDC, Best Practices, Hep B Joint Commission CDC, Best Practices, Measles IMMUNIZATIONS Joint Commission CDC, Best Practices, Mumps Joint Commission CDC, Best Practices, Rubella Joint Commission CDC, Best Practices, Varicella (immunity of immunization) Joint Commission TB Test (annual) Best Practices Best Practices, Product Competency Vendormate Best Practice Joint Commission Best Practices, HIPAA Joint Commission TRAINING Joint Commission Best Practices, OSHA/Bloodborne Pathogens Joint Commission Sterile/Aseptic Control Best Practices (if relevant) Radiation Safety Best Practices (if relevant) Vendormate Best Practice, Joint Commission Hospital Orientation/Policies Joint Commission POLICIES Vendormate Best Practice, Joint Commission Log In/Log Out Joint Commission Code of Conduct/Ethics Joint Commission Photograph (recent head shot for badge) Vendormate Best Practice Vendormate Best Practice
  • 30. documents reflect job roles All of your reps, not just those with Vendormate accounts, have access Customize credential requirements based on the job function of your employees. Customize instructions (how to get it) VERIFY
  • 31. manage documents to stay current Reps can update or view any document Retrieve documents to share with others
  • 32. retrieve documents to send to third parties Open any document to view Save to desktop to share by email or print later
  • 33. attestations cover many requirements Company letterhead Personalized Dated Authorized signature
  • 34. outsource document management to Vendormate Streamline your ongoing document management by allowing Vendormate to update representatives’ credentials
  • 35. credential central highlights » Store rep documents for all hospitals » Ensure reps are sales ready in your terms – Define your sales force credential requirements – See all Vendormate hospital requirements – Monitor and manage credential gaps » Be compliant with Vendormate hospitals – Seamlessly share company and rep information with all Vendormate hospital systems – View reps by hospital and visits by hospital » Outsource day-to-day document management to Vendormate

Notes de l'éditeur

  1. Representative report – details which reps are registered for which healthcare systems and the date that they created their profiles. Healthcare system list – Lists all the healthcare systems and hospitals currently partnered with Vendormate Inc.20 most recently launched healthcare systems list Acknowledgement alerts report – policies that need acknowledgment by health system and rep.Document alerts report – documents missing by health system and rep.Documents loaded summary report - documents loaded into our system by rep.Summary of total missing documents – how many health systems are missing each document by rep.Comprehensive vendor sign-in log – details where your reps signed in, if they signed out, their point of entry, department name, who they visited, purpose of their visit, etc.