Overview
This guide explains how to add and update locations in OneSpot. Ensuring that all active locations are properly configured is crucial for the successful synchronization of your Aging and Scrubbing files. If you add new locations to your Eyefinity account, it’s important to update these in OneSpot as well.
Note: Only users with the Administrator role can configure the areas below.
Add Location
1. Select Admin.
2. Select Locations in the top navigation bar or Manage Locations under Your Locations.
3. Select Add Location.
4. Complete all required fields and add any additional details that will help manage aged claims.
- Location Number: Make sure the location number matches exactly with what’s entered in Eyefinity Encompass. This ensures the Eyefinity Encompass – OneSpot connection works correctly.
- Address Fields: If you're subscribed to the Scrubbing module, it’s essential that the address entered here exactly matches the address for the corresponding location in Eyefinity Encompass. The Scrubber uses this address to match each claim to its correct location in OneSpot. When the addresses match, claims are automatically assigned to the appropriate location’s scrubbing worklist. This allows you to accurately view, filter, and manage claims by location within OneSpot.
5. When finished, select Save Location. If you do not want to save the data, select 'Cancel.'
Update Location Status
The location's current status will appear in the Status column. Click the status to change it. A success message will show, and the status will be updated.
- If the status is Active, the option to Deactivate will display.
- If the status is Inactive, the option to Activate will display.
Add and Manage Location IDs
See Manage Locations - Location IDs for information about adding and updating individual location IDs.