Participants can be added to a contract individually or in bulk.
How to add individual participant data
- From the top bar click on More > select Contract Management > select the required organisation > click on the contract name > from the left side bar, select Participants > click New Participant.
- Enter Personal details > click Next.
- Enter Contact details > click Next.
- Enter Notes if required > click Create.
How to bulk upload participant data
A CSV template must be assigned to a contract to enable upload of participant data.
- From the top bar click on More > select Contract Management > select the required organisation > click on the contract name.
- From the left side bar, select Contract Profile.
- Check that the Unique Identifier and CSV Template meet the data requirements of your contract.
- From the left side bar, select Participants.
- Click More actions and select Download CSV from the drop down menu.
- A CSV file is generated and emailed to you.
- Complete all mandatory CSV fields, save and close your CSV file.
- Returning to the Participants page > click on More actions and select Upload CSV from the drop down menu.
- Review Upload CSV instructions > click Upload CSV.
- Select the file from your device > click Open.
- Any data discrepancies will be listed on the Review errors page.
Correct any data errors before attempting to reupload your CSV.
- Check the Update existing contacts box, if required > click Finish.
- Imported participant details will be listed on the Participants page.
- Importing Participant Details creates a Participant Profile on Full Health.
Leave the Update existing contacts box unchecked if you do not wish to update existing records with the uploaded data. This is often desirable as client profile data entered during registration may be more up to date than data from an employer HR system.