How to assign an invitation code to an existing medical

If a medical has been created for a client, the medical reference can be retrospectively updated to

assign a participant and/or medical to a contract.

For a client associated with a contract that has an available pre-assigned unique invitation code.

From the top bar, click on More > select Contract Management > select the required Organisation.
Click on the contract the client is associated with > select Invitation Codes from the left sidebar.
Apply filters to search for the client.
Click the invitation > click Assign Medical > enter the medical date, product, location or status to view available medicals.
Select the appropriate medical from the drop-down list > click Assign.

The contract must have single-use, unassigned, unique invitation codes available.

From the top bar, click on More > select Contract Management > select the required Organisation.
Click on the contract you wish to associate the client with > select Invitation Codes from the left sidebar.
Apply filters to find an available invitation code.
In the participant column, click Assign.
Enter the email address to search for the client. If the client is not associated with the contract, you will need to complete this step first. Please refer to the instructions below for adding a client to a contract.
Select the client from the drop-down list > click Assign.
Search the invitation code list for the assigned client > click on the three-dot menu > select View.
Select Assign Medical > enter the medical date, product, location or status to view available medicals.
Select the appropriate medical from the drop-down list > click Assign.

An invitation code can be assigned regardless of the medical status.

From the top bar, click on More > select Contract Management > select the required Organisation.
Click on the contract you wish to associate the client with > select Participants from the left sidebar.
Click on New participant > select Existing client from the drop-down menu > click Add participant