Managing Participant eligibility

Participant eligibility can be managed individually using the Contract Management functionality or off-line for bulk uploads to Full Health.

Adding a new Participant

• To upload a new Contract Participant click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
• Click on Add Participant > enter Participant details > click Create
• Use the three dot action menu to View, Edit or Delete the Participant.
  
  

Bulk uploading a new Participants to a contract

If an Organisation provides data for a number of Participants, this can be uploaded in bulk to Full Health in CSV format. 

• Click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
• Click on Upload CSV
• Follow the Instructions to download and open the empty CSV template.
• Complete mandatory CSV fields, save and close the CSV file.
• Click on Choose File > Upload
• Any issues  listed on the CSV Import Validation page, must be correct to enable import.
• If there are no issues / when issues are resolved > click on Complete Import
• Imported participant details will be listed on the Manage Participants page.

Bulk uploading additional Participants to a contract

To add a number of  new Participants to an existing list

• Click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
• Click Upload CSV 
• Follow the Instructions to download and open the existing participant CSV.
• Open and add new participant details, ensure correct formatting is used.
• Click on Choose File > select file > click on Upload
• Any issues  listed on the CSV Import Validation page, must be correct to enable import.
• If there are no issues / when issues are resolved > click on Complete Import
  

Updating existing Participants

• To open the Manage Participants page, click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
• Use the three dot action menu to View, Edit or Delete a participant
  
  

Generating Invitation Codes

Unique invitation codes can be generated to link clients to a specific contract and product price, either by creating invitation codes that can be distributed to participants to book an appointment or by generating individual participant codes within a contract.

To generate unassigned Invitation Codes:

Unique invitation codes can be generated to link clients to a specific contract and product price.  Generated codes can be distributed to clients to book an appointment for a specific programme.

• Click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Invitation Codes > click on Generate Codes
• Complete the required information:
  • Quantity - the number of codes you wish to generate.
  • Code width - select the required code width between 6 and 20.  Note the number of characters will be in addition to the Invitation Prefix.
  • Price - select the price to be assigned to the invitation codes.
• Click on Generate
• Use the three dot action menu to Open Product, View, Edit or Delete an invitation code.
• To generate additional codes > click on Generate Codes
• To download a CSV file of all contract invitation codes > click on Download CSV

To generate invitation codes and assign to Participants within a Contract

Invitation codes can be created for a list of Participants  within a contract.

• To open the Manage Participants page, click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants > Download CSV
• Open the CSV file and add an accepted value in the Price Code field for each participant you want an invitation code generated for.
• Save the file as a CSV
• Click on Choose File > select file > click on Upload
• Any issues  listed on the CSV Import Validation page, must be correct to enable import.
• If there are no issues / when issues are resolved > click on Complete Import
• Invitation codes will be displayed when the CSV file  is successfully imported.
• Click on Download CSV to generate a CSV file of participant data including their invitation codes.

A product price must be assigned to a participant to create an invitation code. Codes can be generated for individual participants or created in bulk.

To generate a single Invitation Code for a Participant within a Contract

• To open the Manage Participants page, click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
• Click on Generate Code > select a code width and assign a product price > click on Generate.