Synar - Coordinator
- Spencer
Purpose and Introduction
This document describes the basics of navigating through the STAR Synar Coordinator module including managing Merchants/Adults/Youths, assigning visits, and running reports.
Data File Uploads
Creating a Pipe Delimited Excel File
Open Excel.
Create a new excel document.
Enter your data in the cells.
Do not include a header row (A top row that describes the data in each column.)
Select File, Save As, and save the file as a CSV Comma Delimited File to your desktop.
Right-click on the File and Select Open With Notepad.
Select Edit, Replace, and replace the , with a |.
Click Replace All.
The commas are now changed to pipes.
Click Save.
The file can now be uploaded.
Synar Merchant File Specifications
Field | Name | Description | Required | Validation |
|---|---|---|---|---|
1 | Outlet ID | ID of the merchant outlet; this ID is self-assigned | Yes |
|
2 | Merchant Name | The name of the merchant | Yes |
|
3 | Name of Owner | The owner of the outlet | Yes |
|
4 | Address | The address of the outlet | Yes |
|
5 | City | The city of the outlet | Yes |
|
6 | State Code | The abbreviated state of the outlet (NM) | Yes |
|
7 | Zip Code | The zip code of the outlet | Yes |
|
8 | Phone Number | The phone number of the outlet | Yes |
|
9 | County | The county of the outlet | Yes |
|
10 | Merchant Type |
| Yes | Must be one of the following values:
|
11 | Geographic Area |
| No | Must be one of the following values:
|
12 | Stratum |
| Yes | Statum 1 - Stratum 12 |
13 | Latitude |
| No | Must be between -90 and 90 |
14 | Longitude |
| No | Must be between -180 and 180 |
Example of a Merchant record in the CSV file:
0002106|Merchant Test6|Merchant Owner 6|60 Test Drive|Santa Fe|NM|87501|1111111111|Santa Fe|OTC - Over the Counter|Frontier|Stratum 1|50|170
SYNAR Person File Specifications
Field | Name | Description | Required | Validation |
|---|---|---|---|---|
1 | Person Type | Adult or Youth | Yes | Must be either Adult or Youth. |
2 | First Name | The first name of the person | Yes |
|
3 | Last Name | The last name of the person | Yes |
|
4 | Date of Birth | The date of birth of the person | Yes |
|
5 | Gender | Female or Male | Yes | Must be either Female or Male |
6 | Effective Begin Date | The begin date for this person | Yes |
|
7 | Effective End Date | The end date for the person | Yes for Youth | End Date must come before Youth’s 18th birthday |
8 | Location NPI | The NPI of the Provider Location, as defined in STAR | Yes |
|
Example of a Person record in the CSV file:
Adult|Tracy|Test|12/02/1965|Female|01/01/2018|01/15/2018|12345678
Synar Visit File Specifications
Field | Name | Description | Required | Validation |
|---|---|---|---|---|
1 | Outlet ID | ID of the merchant outlet, as defined in the Manage Merchants section | Yes |
|
2 | Visit Type ID | Education, Compliance, or Enforcement Visit | Yes | Must be one of the following:
|
3 | NPI | The NPI of the Provider Location, as defined in STAR | Yes |
|
4 | Fiscal Year | The corresponding fiscal year of the visit | Yes | YYYY |
Example of a Visit record in the CSV file:
10158|Education|7733115549|2018
Upload a File
Click the Take Action button underneath the Data File Uploads icon.
Select a File Type: Synar Merchant, Synar Person, or Synar Visit.
Click the Choose File button and select a document to upload.
Click Submit File.
Manage Merchants
Search for / Edit / Delete an existing Merchant
From the Synar Tracking page:
Click on the Take Action button underneath the Manage Merchants icon.
Enter an Outlet ID.
Enter a Merchant Name.
Enter an Address.
Enter a City.
Click Search.
Tip: None of the Merchant fields are mandatory when searching for existing Merchants. Clicking ‘Search’ without input in any of the search fields will display all existing Merchants.
A list of Merchants is displayed.
Click the Teal Edit button to edit the information for that Merchant.
Click the teal Delete button to delete the Merchant.
Add a new Merchant
Click on the Take Action button underneath the Manage Merchants icon.
Click the Add Merchant button.
Enter an Outlet Id.
Enter the Merchant Name.
Enter the Merchant Owner Name.
Enter the Address.
Enter the City.
Select the State from the drop-down list.
Enter the Zip Code.
Enter the County.
Enter the Phone Number.
Select a Geographic Area from the drop-down list.
Enter the Latitude.
Enter the Longitude.
Select the Merchant Type from the drop-down list.
Select the Stratum from the drop-down list.
Manage People
Search for / Edit an existing Person
From the Synar Tracking page:
Click on the Take Action button underneath the Manage People icon.
Enter a Person ID.
Select a Person Type from the drop-down list.
Enter a Name.
Select a Provider Location from the drop-down list.
Select an Active status from the drop-down list.
Tip: None of the Person fields are mandatory when searching for existing People. Clicking ‘Search’ without input in any of the search fields will display all existing People.
A list of People is displayed.
Click the teal Edit button to edit the information for that Person.
Add a New Person
Click on the Take Action button underneath the Manage People icon.
Click the Add Person button.
Select Person Type from the drop-down list.
Enter the First Name.
Enter the Last Name.
Enter the Date of Birth.
Select the Gender from the drop-down list.
Select the Provider Location from the drop-down list.
Select the Active status from the drop-down list.
Select the Begin Date from the calendar picker.
Assign Visits
Search for / Un-assign an Existing Visit
From the Synar Tracking page:
Click on the Take Action button underneath the Assign Visits icon.
Enter an Outlet ID.
Enter a Merchant Name.
Enter a Vendor Name.
Select a Visit Type from the drop-down list.
Select a Fiscal Year from the drop-down list.
A list of Visits is displayed.
Click the teal Terminate Assignment button to remove that assignment.
Assign a new Visit
Click on the Take Action button underneath the Assign Visits icon.
Click the Assign Visit button.
Select Merchant from the drop-down list.
Select Vendor from the drop-down list.
Select Visit Type from the drop-down list.
Select Fiscal Year from the drop-down list.
Visit History
View a Completed Visit
Click on the View button underneath the Visit History icon.
A list of all visits marked as ‘conducted’ or ‘not conducted’ is displayed.
Click the teal View Result link to see the results of the visit in hard copy format.
Reset a Conducted Visit
Click on the View button underneath the Visit History icon.
A list of all visits marked as ‘conducted’ or ‘not conducted’ is displayed.
Click the teal Reset Visit link.
The visit will reappear in the “Assigned Visits” section for Synar Providers.
Questions
For any questions, email support@fallingcolors.com