How to Edit a TPM/Vendor Profile

This article explains how to edit a TPM/Vendor Profile in Compliance Manager. It guides users through updating vendor information, adjusting contact details, and modifying profile fields to ensure accurate and up-to-date third-party records.

Follow these steps to edit a TPM/Vendor Profile:

1. Navigate to My Workspace TPM. The All Third Parties window will be displayed.
2. You can also use the filter from the left panel or use the search bar to find the desired TPM/Vendor profile.
3. Select the desired TPM/vendor you want to edit. The TPM/vendor Profile page will appear.
4. There are several tabs within a TPM/vendor profile. Click a tab to view and edit the information in that tab.
5. Click the Edit button on the Details tab to open the TPM/Vendor Details page, where you can update the following information.
   • Check the Exclusion Vendor to see if this vendor is excluded from certain activities. (Optional) 
   • In Organization (required), type or update the vendor name.
   • You can use the Category dropdown to select the vendor category.
   • If applicable, you can choose a Sub-Category from the dropdown.
   • Enter the Type of Service provided by the vendor.
   • In Website (required), enter or update the vendor’s website URL.
   • Select the appropriate Third Party Type radio button (e.g., Business Associate, Non-Business Associate, Unknown).
   • Enter the Employer Identification Number (EIN) in the provided field.
   • Enter the National Provider Identifier (NPI) in the designated field.
   • Select the Date of Birth (DOB) using the calendar icon or enter it manually.
   • Enter the complete Street Address, including all relevant location details.
   • Provide the ZIP Code for the vendor’s address.
   • Enter the A Numbery value if applicable.
   • In the Brief Summary of Incident field, describe the incident and include the number of patients affected.
   • Enter the required AREMEY field information.
   • Select the B DATY using the calendar icon.
   • Choose an appropriate option from the FAM dropdown list.
   • Check the rambo 3 box if applicable.
   • Enter a value in the Number Field One field.
   • Click Submit to save and complete the process.
6. To update the contact details, navigate to the Contact tab, where you can edit the following information for both Primary and Secondary contacts:
   • Enter or update the contact’s Title, First Name, and Last Name.
   • Provide the Email, Phone, and Fax details.
   • Fill in the Address, City, State, and ZIP Code.
   • Click Reset Password to reset the contact’s system access credentials. 
   • Review all information for accuracy.
   • Click Submit to save or Cancel to discard changes.
7. To update the BA Agreement details, navigate to the BA Agreement tab, where you can revise/add the following information of the BA Agreement:
   • Revise: Update an existing agreement if one already exists in the system.
   • New Agreement: Add a new agreement within the current TPM profile.
8. To update the Contracts details, navigate to the Contracts tab, where you can add a New Contract and revise the existing contract details.

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