Vendor Settings
The Vendor Settings page allows administrators to manage vendor relationships, control vendor access, and initiate vendor changes for the account. This section is admin-only and is used when assigning, updating, or removing a vendor associated with your Claim.MD account.
Viewing Current Vendor Information
At the top of the Vendor Settings page, you will see the currently assigned vendor, including the vendor name, contact information, and vendor ID. This provides a quick reference to identify who is currently associated with your account.
Changing or Removing a Vendor
Administrators can update the assigned vendor by selecting a new vendor from the dropdown list. The vendor list is populated from Claim.MD’s internal database, and some vendors may not appear if they have chosen not to be selectable.
You may also choose to remove the current vendor if needed. When making changes, be sure to click Save Vendor Settings to apply updates.
Vendor Access Levels
Vendor access determines what level of visibility and interaction a vendor has within your account. Available options include:
No Access: The vendor cannot view claim data or participate in support activity.
Limited Access: The vendor has restricted visibility and may only access information when explicitly requested by Claim.MD.
All Support: The vendor can view support tickets and assist with account-related issues.
Full Access: The vendor has full visibility into claim data and account activity.
Vendor Change & Approval Process
When changing a vendor, especially to a vendor that will take over billing (referred to as a bill vendor), the system initiates a pending vendor change. This means the request must be approved before it is finalized.
The receiving vendor will be notified and must approve the request within their Manage Accounts area. In some cases, multiple parties may need to approve the change before it is completed.
During this time, the account will remain in a pending state until all required approvals are received. You may also see warnings related to ownership transfer when initiating this process.
Billing Impact of Vendor Changes
Changing vendors can impact how your account is billed. If switching to a bill vendor, billing responsibility transfers to that vendor once the change is approved.
Billing is handled as follows:
The current billing cycle is prorated up to the date of the change, and a new billing cycle begins under the new vendor. Once a vendor takes over billing, providers will no longer manage invoices directly within the Claim.MD portal.
If the account was previously self-paid, switching to a bill vendor transfers payment responsibility. Future billing will be managed by the vendor rather than the provider.