---
title: "Vendor Settings"
slug: "vendor-settings"
updated: 2026-04-02T17:41:49Z
published: 2026-04-02T17:41:49Z
canonical: "docs.claim.md/vendor-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.claim.md/llms.txt
> Use this file to discover all available pages before exploring further.

# Vendor Settings

## **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.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774549789887.png)

### **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.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774549801398.png)

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:

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1774549832701.png)

**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.

### **Important Notes**

	**Warning:** Only administrators can access and modify Vendor Settings. Any changes made will affect account access, support visibility, and potentially billing responsibilities.

	**Note:** After saving changes, the system will confirm that the update was successful.