Vendor/Service Search

The Vendor/Service Search function allows a search of the vendor database for both "Active" and "Inactive" vendors, if completed "outside" of a case window or for "Active" vendors only, if completed from the Service Line Tab of a Non-IPE Service Worksheet, IPE Original or IPE Change window. A search may be completed by Vendor Name, Vendor Code, Vendor Employer ID Number, Vendor Type, Case Service Code or Case Service Code Description and may be restricted to a specific Regional Location.

Vendor Service Search Outside of Case Window

From CaMS Main Menu:

Click: Activities

Click: Vendor/Service Search

Vendor/Service Search Window displays.

From drop down list, enter Vendor Name, Vendor Code, Vendor Employer ID Number, Vendor Type, Case Service Code, or Case Service Description. When an entry is made in one of the fields, the remaining fields become disabled (except Regional Location), as the search can be completed on only one of the fields. Regional Location may be completed to restrict the search to a specific geographic area.

After completing the screen:

Click: OK Button

Command Buttons at Bottom of Screen:

Click: OK to execute search
Click: Cancel Button to exit the screen
Click: Restore Last Search Button to repeat previous vendor/service search
Click: Help Button to access Help file topic

Vendor Information

The top half of the screen displays vendor information. The horizontal scroll bar can be used to view vendor information that displays off the screen. If multiple lines of vendor information display off the screen, a vertical scroll bar will display and may be used to view the information. The following vendor information displays (horizontally) on the top half of the screen:

A/I: Indicates "A" or "I". If "A" is indicated, vendor is considered an active vendor and services may be authorized. If "I" is displayed, vendor is considered inactive and must be re-activated before services may be authorized.

Name: Specifies the vendor name.

Vendor Code: Specifies the vendor code associated to the vendor.

Employer ID: Specifies the vendor’s Federal ID.

Address Line1: Specifies the first line of the vendor's address.

City: Specifies the city the vendor is located.

Phone: Specifies the vendor phone number.

Contact: Specifies vendor contact name.

Case Service Information

The bottom half of the screen displays case service information associated with the vendor. The horizontal scroll bar can be used to view case service information that displays off the screen. A vertical scroll bar will display, if lines of case service information displays off the bottom part of the screen. The following case service information displays (horizontally) on the bottom half of the screen:

Case Service/Support Code: Specifies the case service code/support code(s) assigned to the vendor. The case service can be authorized to the vendor as long as an expiration date does not display.
Case Service Description: Specifies the case service description associated with the case service/support code.
Contingent on Economic Need: If the service is contingent on economic need, a checkmark will display. If the service is not contingent on economic need, the checkbox will be blank.
UCS/Regular: If the Service must be authorized under a UCS contract, a U (for UCS) displays. An "R" (for regular) will display for services authorized under all other Auth Types. If a service can be authorized under a UCS contract as well as under another Auth Type, a "B" (for Both) will display.

Command Buttons at Bottom of Screen:

Click: More Info Button to access Vendor Detail Window. This window displays additional information about the vendor.

Click: Help to access Help File topic

Click: X in upper right hand corner of screen to close window

Vendor Detail Window displays after clicking the More Info Button

Information available on Vendor Detail

Window:

Vendor Name, Address and Phone Number
Contact
County
Vendor Code
Federal ID #
Type
Bill To
Active
Reason Inactivated
Date Reactivated/Inactivated
On Contract
Notes

Command Buttons at Bottom of Screen

Click: OK to return to Vendor/Services Search Results Window
Click: Print to print copy of Vendor Detail screen
Click: Help to access Help File topic
Click: X in upper right hand corner of screen to close window

Vendor Service Search Within a Case

From the Services Tab on an IPE Original, IPE Change or Non-IPE Service Worksheet, a Vendor Service Search can be completed.

Click: Case Process
Click: Vendor/Service Search

or

Click: Vendor/Service Search icon on tool bar (looks like a flashlight)

Vendor/Service Search Window displays.

From drop down list, enter Vendor Name, Vendor Code, Vendor Employer ID, Vendor Type, Case Service Code, or Case Service Description. When an entry is made in one of the fields, the remaining fields become disabled (except Regional Location), as the search can be completed on only one of the fields. Regional Location may be completed to restrict the search to a specific geographic area.

After completing the screen:

Click: OK Button

Commands Buttons at Bottom of Screen:

Click: OK to execute search
Click: Cancel Button to exit the screen
Click: Restore Last Search Button to repeat previous vendor/service search
Click: Help Button to access Help file topic

Vendor Information

The top half of the screen displays vendor information. Use the horizontal scroll bar can be used to view vendor information that displays off the screen. If multiple vendors display, a vertical scroll bar will display and can be used to view the information. The following vendor information displays (horizontally) on the top half of the screen:

A/I: Only active vendors ("A") display when a Vendor/Service Search is completed inside a case from the Service Tab of an IPE Original, IPE Change, or Non-IPE Service Worksheet.

Name: Lists the vendor name.

Vendor Code: Specifies the vendor code associated to the vendor.

Employer ID: Specifies the vendor’s Federal ID.

Address Line1: Specifies the first line of the vendor's address.

City: Specifies the city the vendor is located.

Phone: Specifies the vendor phone number.

Contact: Lists vendor contact name.

Case Service Information

The bottom half of the screen displays case service information associated with the vendor. The horizontal scroll bar can be used to view case service information that displays off the screen. A vertical scroll bar will display, if lines of case service information displays off the bottom part of the screen. The following case service information displays (horizontally):

Case Service/Support Codes: Specifies the case service code/support code(s) assigned to the vendor. The case service can be authorized to the vendor as long as expiration date does not display.
Case Service Description: Specifies the case service description associated with the case service/support code.
Contingent on Economic Need: If the service is contingent on economic need, a checkmark will display. If the service is not contingent on economic need, the checkbox will be blank.
UCS/Regular: If the Service must be authorized under a UCS contract, a U (for UCS) will display. An "R" (for regular) will display for services authorized under all other Auth Types. If a service can be authorized under a UCS contract as well as under another Auth Type, a "B" (for both) will display.
Expiration Date: If the service is no longer available, the date the service was expired from the system will display.

Command Buttons at Bottom of Screen:

Click: Select Button to insert highlighted line of information to the service line of the IPE Original, IPE Change, or Non-IPE Worksheet.
Click: Cancel Button to return to the Service Tab of the IPE Original, IPE Change, or Non-IPE Worksheet.
Click: Print Button to print search result information.
Click: More Info Button to access Vendor Detail Window. This window displays additional information about the vendor.
Click: Help to access Help File topic.
Click: X in upper right hand corner of screen to close window.

Information from the highlighted line inserts into the service line of the IPE Original, IPE Change, or Non-IPE Worksheet, after clicking the Select Button.

Vendor Detail Window displays after clicking More Info Button

Information available on Vendor Detail Window:

Vendor Name, Address and Phone Number
Contact
County
Vendor Code
Federal ID #
Type
See Vendor Code
Active
Reason Inactivated
Date Reactivated/Inactivated
On Contract
Notes

Other Buttons

Click: OK to return to Vendor/Services Search Results Window
Click: Print to print copy of Vendor Detail Screen
Click: Help to access Help File topic
Click: X in upper right hand corner of screen to close window