Create Appointments

Vendormate Credentialing makes it easy to schedule appointments with vendor reps and staff. Healthcare systems can enhance on-site control by denying badges to reps who arrive at the facility without a scheduled appointment. Contact your Credentialing Delivery Manager if you need to change your appointment badge rules. Reps can print badges two hours before and one hour after the appointment start time, and up to one hour after the appointment end time.

Note: When reps are not compliant and have used up all of their warning badges, they will not be allowed access to the hospital, even if they have a valid appointment. See Appointment FAQs for more information.

Hospital staff members must have a Vendormate Credentialing user account to be invited. Only administrators can add, edit, or inactivate users. See Administration for details.

1. Click Reps .
2. Find the rep, click Select in the Actions column, and select Add Appointment. The Add Appointment page opens.

   Note: Reps must be registered before you can schedule an appointment.

3. Select the appointment frequency. Options follow:
   • One Time Appointment – Select to create a one-time visit
   • Recurring Appointment – Select to create recurring visits; a dialog box opens where you can select the recurrence pattern
4. Select the time and place for the appointment. Required fields are:
   • Location
   • Department
   • Subject – Prints on the rep's badge at the time of the visit, and - when the email option is checked - is included in the invitation sent to attendees
   • Description
   • Invited Staff
   • Invited Reps
5. Select the checkboxes next to the names in the Invite Guests area to add staff and reps.
6. Scroll down and select the Receive email of appointment checkbox to send a calendar invitation to only yourself.
7. Select the Send email of appointment to invitees checkbox to send invitations to the staff and reps you invited.
8. Click Save Appointment.