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.

To add an assigned unique invitation code to an existing medical:

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.

To add an unassigned unique invitation code to an existing medical:

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 first name, last name or email address to search for the client.
• 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.