Communicating with Vendors

Follow these steps to send messages to vendors directly through the Settrax system.

Step 1: Log into a Specific Case

To send a message to a vendor, start by logging into the specific case you are working on.
All messages sent through Settrax will automatically include the case ID and relevant case details.

Step 2: Locate the Message Vendor Section

Once inside the case, scroll down the page until you see a section labeled Message Vendor.
Click on the Message Vendor bar to expand the table.

Step 3: Select a Prepackaged Message

In the expanded section, you will find a variety of prepackaged messages that you can send to the vendor.
These messages will automatically populate with the hospital's information and the SetTrax case ID.

Step 4: Add Additional Information (Optional)

You can add additional details to the prepackaged message. For example, if you're requesting contact, you can add a phone number where the vendor's representative can reach you.
Simply type the extra information into the provided field.

Step 5: Send the Message

After reviewing the message, click Send Message.
A confirmation will appear, indicating that the vendor notification was successfully sent.

Step 6: Vendor Notification

Depending on the vendor's communication preferences, they will receive your message via text message, email, or a push notification through the Settrax app.

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!

Communicating with Vendors - Case Specific