• 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.