CustomerName Vendor Program Appointments

1. CustomerNameVendor Program Appointments NAME Account Manager NAME Account Development Manager

2. agenda • Overview • How Appointments Work • Getting Started • Demo

3. benefits Hospital Staff Vendor Representatives Save reps time – sales calls are planned and efficient Guarantees face time with hospital staff Allows conversations to be targeted to appointment attendees. • Drastically reduces cold calls • Creates more time to do main job • Offers tighter control of facility • Improves compliance – increased vendor registrations and document/policy uploads

4. overview Hospital Creates Appointment Vendor Rep Signs In Badge Printed or Denied • Reps are denied a badge if they are sanctioned or do not have an appointment • Reps with an appointment, can still be denied access based on your badge rules – e.g. they are not complaint with document and policy requirements • Hospital staff must have a user account to create appointments • Reps must be registeredto have an appointment • Appointments can be set as either one-time or recurring • Before creating an appointment, make sure the rep is compliantwith documents and policies; and not on a sanction list • Reps can check their status prior to a visit with the “Check Compliance” feature located on their vendor dashboard • Reps are able to print badges up to two hours beforeappointment start-time and one hour after appointment end-time • Reps can only print a badge at the locationwhere they have an appointment • a

5. creating an appointment Do not include patient information in any fields Enter brief Appointment SubjectEnter more detailed Appointment Description Set One-Time or Recurring appointment Staff members must have a buyer account in order to show up in the “invite staff” section Choose whether to email the appointment to yourself and the invitees To create an appointment, the rep must be registered

6. details • Recurring Appointments • Utilize for reps who visit frequently • Set a regular schedule (e.g., weekly, monthly, quarterly) • Create separate recutting appointments for each location • Updating Appointments • Only appointment creator can modify/delete • Appointment can be modified/deleted until 2 hours prior • Appointments ONLY for Remote Badge Print/Sign In • Conduct a controlled release of this feature by extending it only to those with appointments. • Filtering Appointments • My appointments – created by you • All appointments – created by anyone in health system • Custom Badge Templates • Adds appointment details to the badge • Available for paper or Dymo badges • Email Upon Sign In Option • Request appointment email to go to invited hospital staff when the rep signs in for the appointment (opt-in required)

7. getting started • Determine • Your grace period and start date for enforcing appointments • Who is responsible for creating appointments • Where do reps go if they are denied a badge • Internal Communication • Sample email • Training demos • Staff enforcement • Vendor Communication • Vendormate emails registered vendors • Sign-in kiosk posters • Resources • www.vendormate.com > support

8. Appendix

9. internal notification Subject:  [Hospital Name] Vendor Program Appointments Dear [Hospital Name] Employee, [Hospital Name] recognizes that our vendors are an essential part of our delivery of the best patient care, and we value that relationship. To help us maintain consistent and professional relationships with our vendors, we require that vendors use the [Hospital Name] vendor program to register and set appointments with our staff before visiting. Starting [date], representatives who visit [Hospital Name] will be required to sign in electronically at the information desk at each location. With a valid appointment and current credentials, a representative will be able to print out a single-use identification badge that is to be worn throughout his or her visit to any location. Appointments will not be permitted without a current, compliant registration. Appointments are essential to our efforts to manage access to facilities and patient care areas for policy compliance. You may create appointments with registered vendor representatives at https://login.vendormate.com. For technical assistance, go to https://login.vendormate.comand select the Support Center link at the bottom of the page. Thank you for your support, [Name]

10. vendor notification Subject:  [Hospital Name] Appointment Required Dear [Hospital Name] Vendor Representative, [Hospital Name] recognizes that our vendors are an essential part of our delivery of the best patient care, and we value our relationship with you. To help us maintain consistent and professional relationships with our vendors, we require that vendors have an appointment with our staff before visiting and be registered in the [Hospital Name] vendor program. Your contact at [Hospital Name] will create the appointment record in our application. Starting [date], when you visit [Hospital Name] you will be required to sign in electronically at [sign-in location]. With a valid appointment and current credentials, you will be able to print out a single-use identification badge that is to be worn throughout your visit. Appointments will not be permitted without a current, compliant registration. Registering ensures we have the most accurate picture of your business, your capabilities, and contact information. Appointments are essential to our efforts to manage access to facilities and patient care areas for policy compliance. Registering and setting appointments save you time because our staff knows in advance that you are an eligible supplier and has set aside time to meet with you. Our staff can begin discussing business with you right away. We appreciate your prompt attention to this matter. If you have technical questions, go to https://login.vendormate.com and select Support Center at the bottom of the page. Thank you, [Hospital Name] Vendor Support

11. sample kiosk sign Customized per facility Placed near sign in stations for rep awareness

12. sample custom badge templates