Managing Corporate Clients
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      2. Managing Corporate Clients

      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, from the top bar click on More > 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 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. 

      • From the top bar click on More > 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.

      Importing Participant Details creates a Participant Profile on Full Health.

      Client details will auto populate the registration page when they make a booking with their invitation code.

      Bulk uploading additional Participants to a contract

      To add a number of new Participants to an existing list

      • From the top bar click on More > 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 More > 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.

      • From the top bar click on More > 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, from the top bar click on More > 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 More > 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.