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. 

    • Related Articles

    • SF Verify App - How to Refresh your Payer List

      This article is intended to provide guidance to our SalesForce web application customers on how to refresh the SF Verify Payer list. Why: Why do we need to refresh the payer list in SalesForce? The VTX product is designed to connect to multiple ...

    • SF - How to Authorize your VTX credentials

      This article is intended to provide guidance to our SalesForce web application customers on how to authorize their VTX username and password Why: In order to connect to the VTX Web Application from the SalesForce account, and verify benefits and ...

    • How to Mass Update Fields in the VOB List View

      How to Mass Update Fields in the VOB List View Introduction This article is intended to provide guidance to users on how to update eligible fields in mass in the verification list view. 1. Navigate to the "Verifications" List View 2. Click the ...

    • Winter 2023 Updates

      Verify TX Important Updates VerifyTreatment has a client portal! This portal will allow customers to submit inquiries of all kinds from support to billing to questions and feature requests. We will also be debuting a help center with help guides to ...

    • VerifyTX Summer Release - Version 24.06 Release Notes

      Verify TX Summer Release Patient Search Upgrade What has been added or changed? Back by popular demand, we have brought back the old search bar, but with the new additional search filters available as needed. Knowledge Base Articles: Upgraded Patient ...