Managing your Active Vendor List (Facility Vendor Management)

The Active Vendor Manager (AVM) is a way for hospitals to control which vendors have access to their facilities. Adding Vendors to your Active Vendor list is important because this allows you to schedule cases with them. A vendor will not appear in the Settrax scheduling dropdown unless they have been added to your facility’s active vendor list. Equally, removing a vendor from that list is important to make sure you have a clean, concise list for your surgery case schedulers to use. We will show you how to do both below:

How to Add a Vendor to your Facility:

1. Log into your Settrax account
2. Go to your Settings
3. Then click on the Vendor Management link.
4. Next, hit the Manage Vendor Access button
5. Type in the name of the desired vendor into the Search Bar then hit Search
6. Once they appear, hit the green Add button under the column Facility Access.
7. Then hit Close and you should see them in your Vendor Management list.

How to Remove a Vendor from your Facility:

1. Log into your Settrax account
2. Go to your Settings
3. Then click on the Vendor Management link.
4. Next, hit the Manage Vendor Access button
5. Type in the name of the desired vendor into the Search Bar then hit Search
6. Once they appear, hit the red Remove button under the column Schedule List
7. Then hit Close and you should see them removed from your Vendor Management list.

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!