- Step 1: Navigate to the Contractor’s Grid
- Step 2: Select the checkbox for the applicable IC(s)
- Step 3: Click the Actions button to see the actions menu
- Step 4: select Update Settlement Location .
- Step 5: In the Move contractor(s) to settlement location field, select the new Settlement Location.
- Step 6: Enter any Notes associated with the settlement location change.
- Step 7: Click the Accept button to complete thessettlement location change.
FYI:
This feature changes the IC’s Settlement Location only and does not have an impact on the Enrollment Location .
If you do not see the option to move an IC please reach out to Client Services for assistance.