Customer-Specific Requirements Explained - Coming Soon

What Customer-Specific Requirements Are

Each customer you connect with may have unique onboarding requirements. These fields apply only to that specific payer and:

• Are not stored in your Payee Profile

• Do not affect your other customer connections

• Are visible only to the customer who requested them

Where Customer-Specific Fields Appear

Customer-specific fields appear in the Additional Information section of the Quick Connect modal.

To view or update them:

1. Go to your Customer Table

2. Select View/Edit Form (or Manage) next to the customer

3. Scroll to the Additional Information section in Quick Connect

These fields are shown only when required by that specific customer.

Examples of Customer-Specific Information

Examples of what a customer may request include:

• Additional forms, certifications, or questionnaires

• Diversity or demographic information

• Conflict of interest disclosures

• Department-specific or additional contact details

• Customer-specific identifiers (e.g., student IDs, parking permits)

• Procurement or ordering preferences

• Any other custom fields defined by that customer

These requirements are not shared with other customers and are only completed once per customer, during Quick Connect.