SF Verify App - How to Refresh your Facility List

SF Verify App - How to Refresh your Facility List

This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Facility list.

Why:
As a company grows and adds facilities, which have additional NPIs, located in alternate states, and with additional registrations and connections to different payers, the facilities will need to be added into the verify web app, and the SalesForce list will need to be refreshed to ensure that both the web app and the SF application are in sync.

How: To refresh the facility list in SalesForce, follow the below steps: 
  1.  In your SalesForce Application Launcher, search for the VerifyTX application and select it 

  3. Select the "Authorize" tab and select the "Authorize" button  


  6. Authorize your VTX username and password, please do not use your SalesForce login to complete this step.  Use your VerifyTX username and password.  

  8. Click "Allow" 

  10. Select the "Payer Name/Facility" menu option

  12. Select the "Refresh Facility List" button - do not click away from this screen,

  14. When the facility list refresh is complete, a message will show on screen that refresh is successful.  You now have the most up to date facility list. 

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