Request vendor payment. Includes GL coding, invoice details, and approver sign-off chain. Required for all non-payroll disbursements.
→ SOP-010: Vendor Invoice Control · SOP-025: Invoice Approval Chain
Add a new vendor to Acumatica or update an existing vendor record. Requires W-9, TIN, contact info, and Director approval before payment can be processed.
Route a vendor contract for legal and leadership approval before signing. Captures contract summary, cost, term, BAA requirement, and authorization chain.
→ SOP-009: Vendor Contracting · SOP-034: Approval Authority Matrix
Step-by-step checklist from LOI through legal docs, vendor setup, eligibility load, and go-live confirmation for each new employer group joining the trust.
→ SOP-009: Employer Onboarding · SOP-011: Eligibility & Enrollment
Track claim disputes, recoupment requests, and resolution status. Required for SOP-004 compliance. Log each dispute with claimant, date, amount, and outcome.
Standardized agenda format for vendor calls, ops meetings, and working sessions. Includes attendees, agenda items, decisions made, and assigned action items with due dates.
→ General Operations
Standardizes what gets submitted to Gradient AI for clinical risk screening. Captures group name, census details, and submission checklist. Note: BAA must be executed before any PHI is submitted.
Track Business Associate Agreement status for all vendors that handle PHI. Captures vendor name, execution date, expiration, and renewal trigger. Required for HIPAA compliance.
→ SOP-033: BAA Registry & Breach Response
Capture employer group details at first contact — headcount, current carrier, renewal date, states, broker relationship. Feeds into Gradient AI pre-screen and rate development.
→ SOP-014: Prospect Intake & Quoting