Please follow the below steps to understand the process for Vendor Registration.
Enter your email id and click on the Verify Email id button.
Now an email will be sent the entered email id with the verification code.
This is the email that you will receive with the verification code.
Enter the Verification code and click on the Confirm button.
You will receive a regular message to the entered mobile number with the verification code.
At this point you have to wait for the company staff to verify and approve your registration for you to get the login credentials to complete the remaining part of the registration.
Log in with your company staff credentials.
After you login, move your cursor to Manage > Company Management > Approve/ Decline Registration.
The data that you enter in this pop up will be sent to the vendor’s registered email notifying them the reason for their registration being declined.
Click on the OK button.
Once an account has been declined, the status will be marked as Declined. To approve the declined account click on the Approve button under the action column and the account will be approved. Now the interpreter will receive an email with their username and temporary password. They need to use it to login and complete the remaining registration process.
Click on the OK button.
This is the email that will be sent to the vendor when their account is declined.
To change the badge image, click on the Edit button and choose the appropriate image.
To upload the required document click on the Upload button. To download the uploaded document click on the Download button. To delete the uploaded document, click on the Delete button.
To upload a professional document, click on the required field button and fill out all the required data.
Note: Fields with the red star are mandatory, please make sure you complete their requirements
To verify the submitted documents of the vendor, please log into your company credentials. Move your cursor to the Manage icon > Company Management > Registered Interpreters.
After you click on the Yes button, you will receive this pop up. The data that you enter in this pop up will be sent to the vendor’s registered email as the reason for declination.
When a document is rejected, this is how it would appear.
When you enter this page, the section from which the uploaded document was rejected will be empty, please upload the corrected document over there and click on the Save button to complete your submission. incase if multiple documents have been rejected, then please upload all the corrected document and then click on the Save button.
CORI – When you turn on this button, it will automatically choose the start date as the current date and the Expiration date as 1 year from the current date. This will be saved in the data base and can be accessed when ever needed.
Click on the Yes button.
This is the welcome email that is sent to the vendor. The welcome email extends from slide 46 to 47.
Welcome email.
Choose the vendor from the drop down.
Slide 50 to slide 57 shows you the details that were collected are now seeded into the vendor’s profile.
This is an extension of slide 50, over here you can view the statistics and earnings of the vendor.
In the details page you can access the information of the vendor.
In this page you can view all the documents that have been submitted by the vendor. This page extends from slide 53 to 55.
In this page you can checklist.
In this page you can checklist.
In this page you can set up the following,
Notification setting – In this page you can set up the required notification for the vendor by just clicking on the required button and then clicking on the save button.
Move the cursor to the “Manage” icon and choose Vendor Management > Vendor Details.
Click on the “Add New Vendor” button.
Fill in the mandatory fields. The other fields are optional and can be filled based on your company requirements.
If the home address is the same as the billing address click on the “ Same As Home Address” button to copy the data entered from the home address to the billing address.
If the billing address is different from the home address, then enter the correct billing address.
Click on the “OK” button.
Fill in the mandatory fields. The other fields are optional and can be filled based on your company requirements.
Here you can add the Interpreter’s certification courses and the number of hours. This will filter the Interpreters based on the customer’s requirements.
Add in the compliances for the interpreter, this is also a criteria that filters out the interpreters based on the customer’s requirements.
Choose the required Specialty type and Interpretation type that the interpreter will provide.
Choose the Source Language and the Target Language that the Interpreter will provide.
Choose the Interpretation types that the Interpreter will provide.
Based on the Interpreter’s requirements choose the notification type.
Move your cursor to the “Manage” icon and choose “Vendor Management > Vendor Details”.
Choose the appropriate vendor.
Click on “Specialty/Languages”.
As per the vendor's qualification you can assign the Specialty Type, Interpretation Type, Source Language and Target Language.
As per the vendor’s requirements choose the required service type and click on the “Save” button.
As per the vendor’s requirements choose the appropriate notification options and click on the “Save” button.
Move you cursor to the “Manage” icon and choose “Vendor Management > Vendor Details”.
Click on the “Billing and services” option.
As per company requirements you can fill the fields.
Mileage button pending.
To add after hours for the vendor, click on the “After Hour Calendar” button.
Click on the required date.
As per your requirements fill in the fields. When you are done click on the “Save” button.
AThis Is how it would look after you save the entered data.
click on the close button.
Click on the “+” icon to access fields to enter the prices for VRI/OPI.
After you are done entering all the required prices for the vendor click on the “Save” button.
Move the cursor to the Finance icon on the side menu and click on the Vendor Time Finished form.
In the Time Finished Page you can search for the required appointment using the Date Range filter.
After you set the appropriate date and click on search button the available appointments will populate in the below data table.
Choose the required appointment. Click on the “i” symbol the appointment details will appear in a pop up.
If the appointment exceeds the time limit, the interpreter can click on the start date and time field and change the time.
If the interpreter has any additional reimbursements, choose the type from the "Field Name" drop down and input the amount in the "Field Value”.
An upload icon will appear they can use it to upload a photo as proof for the reimbursement that they have claimed.
If the interpreter has multiple reimbursements to claim, they can click on the "+" icon to access more fields to add their reimbursements.
After the photo for the reimbursement has been uploaded click on the Save button.
After you click on the "Save“ button a pop up will appear at the top which will ask you to upload the “Service Verification Form”.
The Interpreter can drag and drop the service form or they can click on the upload button and choose a file.
After choosing the file click on the "Start Upload" button.
After the file gets uploaded a "Save" button will appear, click on it.
Move the cursor to the Finance icon on the side menu and click on the Vendor Time Finished form
In the Time Finished Page you can search for the required appointment using the Date Range filter.
After you set the appropriate date and click on search button the available appointments will populate in the below data table.
Choose the required appointment. Click on the “i” symbol the appointment details will appear in a pop up.
The company staff can check and approve or decline the time that was updated by the Interpreter.
The company staff has the ability to view the proof image of the reimbursement that was uploaded by the interpreter and they can choose to accept or decline it.
They can choose to approve or decline the entire Time Finished document that was submitted by the interpreter.
The company staff will receive this pop up after they approve the interpreter’s reimbursements. Click on the “OK” button.
Documents Approved. Click on the “OK” button.
Click on the authentication code and a pop up will appear with the basic details of the appointment and it will have a button to accept the appointment and one to decline it.
You can also accept the appointment by clicking on the authentication code of the appointment from the grid and then you will receive a pop with basic information of the appointment and buttons to accept or decline the appointment.
This is the pop up which will appear when you click on the authentication code. If you are available, click on I’m Available button or click on the Decline button.
