ServiceXG Basics

Add, update, or delete a provider contact

Add, update, and delete contacts for a provider.

Provider contacts can be different people inside or outside the provider's organization that perform different business functions, for example, an administrator or a legal adviser.

1. Search and open a provider record.
2. Select the Provider menu and then Contacts.



3. The Contacts screen displays any of the provider's contacts.



Contacts Field Descriptions

* indicates a required field

Field	Description
Name	The contact's name.
Type	The contact's type. The type is a description that identifies the kind of provider contact, for example, administrator or legal contact.
Method	The way of communicating with the contact such as phone or email.
Information	The contact information for the method selected.
Organization	The name of the business or organization that the contact represents or works for
Primary	Indicates that the contact is the main or primary contact for the provider. There can be only one primary contact for a provider.
Refno	Reference number associated with the contact.
User Account	Displays the email address used to access the portal.
Account Type	Displays if the user is an administrator or provider user for the ProviderXG portal.
User Account Status	Displays the status of the user's ProviderXG account: Pending Save—Displays when you invite a contact to the portal but haven't yet saved. Pending Verification—Displays when the contact has been invited to the portal but must verify their account. Verified—Displays that the contact verified their portal account and can use ProviderXG.
First Name*	The contact's first name.
Last Name*	The contact's last name.
Generation	Suffix to distinguish persons that share the same name in a family, (e.g. Jr., II, Sr, etc.)
Title	A professional or some other designation that comes at the end of a name, for example, CPA, MD, ESQ, etc.
Organization	The name of the business or organization that the contact represents or works for.
Primary	Select this check box if this contact is the main or primary contact for the provider. There can be only one primary contact for a provider.
Refno	Reference number associated with the contact.
Comment	An optional comment about the contact.
Contact Type	A description that identifies the kind of provider contact, for example, administrator or legal contact. You can select multiple contact types.
Contact Method	Method*—The way of communicating with the contact such as phone or email. Information*—The contact information for the method selected. For example, if phone is the method, then enter the actual phone number in this box. Preferred—Select Y to indicate that this method is the contact's preferred method of communication.

Add a provider contact

1. Click .
2. Complete the information.
3. Click .

4. Click to save.

Update a provider contact

1. Select the contact to update, and make any edits.
2. Click to update the table information.

3. Click to save.

Delete a provider contact

1. From the Provider Contacts table, select the contact to delete.

2. Click to delete the row from the table.

3. In the Delete Contact window, click OK.



4. Click to save.

SEE ALSO