Recommendation Management

Customer Admin users can change the settings on the Recommendation Management page. These settings determine the options users will see on the Item Recommendation page and which item recommendation scopes will be automatically approved.

  1. Select Configuration > Recommendation Management.

    Reccomendation Management Page

  2. Enable the scopes you want users to manually accept and decline.

    Options are:

    • Manufacturer Part #

    • Vendor Part # for primary vendors or all vendors

    • HCPCS Code

    • UNSPSC Code

    • Descriptions

    • Contract Price

    • Contains Latex

    • Is Implantable

    • Revenue Code

    • Device Identifiers (GTIN)

  3. Select the Auto-approve checkbox for each recommendation scope for which your organization wants Data Connect to automatically accept the GHX recommended data.

    Tip: When the progress bar percentage rate is 95% or above, you might consider auto-approving the recommendations.

  4. Scroll down and select Update.

Recommendation Progress Bars

Progress bars display a percentage of the GHX item recommendation values that users accepted and moved to the Completed tab each week. You can see the date and time when the acceptance percentage values were last generated directly above the first progress bar. The recalculation occurs every Sunday at 6:00 PM (MT).

Each progress bar indicates the acceptance percentage rate for the related scope. There is a progress bar for each enabled scope, regardless of whether auto-approval is enabled.

Data Connect calculates the acceptance rate percentage as follows:

  • The count of GHX accepted recommendations by buyer part #

  • Divided by the count of all recommendations by buyer part #

  • Multiplied by 100

When there is no recommendation, the progress bar does not display. Hover over the bar to see more details. Each bar contains the percentage of recommendations and has a background color that coordinates with the percentage rate.

  • 95% to 100% is green

  • 70% to 94% is yellow

  • 25% to 69% is orange

  • 0% to 24% is red