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The action of crediting the invoice will not cancel the member's participation in your clinic. To cancel their registration for the clinic, please refer to the documentation below Cancel Participant. |
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Cancel Attendee
To cancel a member's participation in your clinic, click on Cancel ParticipantAttendee, enter the reason for the cancellation and click Submit.
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A cancellation confirmation can be sent to the member by clicking Send Message Communication in the last window of the refund.
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The member's side panel will display that their participation is cancelled and the member will be removed from the list of participants.
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Registration of new participants
It is possible for a member who does not have a an HCR profile to register by creating a new profile and selecting the EHO MHA to which they belong. At the end of the registration process, a new HCR number will be created and they will be listed as a new member.Transferring from an internship
Transfer clinic
If a participant has enrolled registered in the wrong clinic, you have the option to transfer their enrollment registration to another clinic. Click on Transfer Clinic.
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To transfer an clinic participant, you must be in the clinic where he is originally registered. It is impossible to do this action from a member's profile if he has not completed his clinic. |
The following warning message will appear. Please note that once you have started this process, you cannot cancel it or close the window.
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You cannot transfer a clinic participant if the participant has been refunded. |
Click on Next
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The list of available clinics will appear, select the clinic you wish to transfer the participant to. You can simplify your search by filtering the category and qualification of the clinic.
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Click on Select
A window with the registration date and time will appear, click on Next.
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A message confirming the successful registration will be displayed and the member will be transferred to the internshipclinic.
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Note: You can only |
transfer a clinic to a clinic that |
has registration open |
or |
private |
status. You will not be able to exchange |
a clinic |
if its status is draft |
. |
Resend invoice
By clicking on Resend Invoice, the invoice will be sent by email to the participant
Resend invoice with receipt
By clicking on Resend Invoice with Receipt, the invoice and receipt will be emailed to the participant
Send a message
This option allows you to send a message to your clinic participants. Please refer to the Communications - clinic Menu Section Clinics documentation for more information.
Open in quick view
This option allows you to quickly open the registered participant's profile.
Selection of participants
By checking all participants to the right of their names, a side panel will open to the right. By clicking on the Action button you have the following possibilities:
Update
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presence status
Update results
Cancel participants in batch
Resend invoices to all participants
Resend invoices with receipts to all
Send a message to all
Open the profile of all members in the quick view
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Clinic filters
You can start a simple search with the following criteria or On your clinic page, you can search by selecting the organization or status. However, if you want more filter options, you can click on the More Filters button in the lower right corner for an expanded search.
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Once you have expanded the filters, the other options appear:
Categories
Qualifications
Date range
Clinic Formation
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Accessing information about
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a clinic
From the dashboard, you can view general information about the internships clinics that have been created.
Clinic ID
Qualifications
Status
Start Date
Formation
Attendees
Host organization
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You can click on any of the blue internship clinic links to go to each individual page for more details.
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If you click on a clinic row (not the blue link), a side panel will open to your right and you will have access to 2 tabs: Details and Participants.
Details tab
In the Details tab, you will see the following information
The number of registered participants
The number of pending participants
The category
The qualification
The Clinic Status
Location
Cost
Contact person
The contact person and the clinic instructor
Session details
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Participants tab
In the Participants tab, the list of registered and pending participants will be displayed.
You can click on the link of the HCR number (in blue) of a participant to access his or her to the member profile.
You can click on View List list in clinic to access at the Participants tab in the clinic tab.
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The Action button in the side panel of a clinic allows you to duplicate or delete the clinic.
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Duplicate a clinic or clinic participants
By clicking on the Action button, you have the possibility to duplicate your clinic or the participants of your clinic. By clicking on Duplicate the system will ask you if you wish to duplicate the clinic or the clinic participants.
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Duplicate
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clinic
If you wish to duplicate a clinic, click on Duplicate this clinic. Your clinic will be duplicated, you can update and confirm the original information by following the same procedure as creating a clinic.
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Please note that it is not possible to change the category and the qualification of the |
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duplicated clinic. |
Duplicate this clinic with participants
You can duplicate a clinic and the participants enrolled registred in another clinic. When you select Duplicate using with the Action button on the side panel of a clinic, you must choose Duplicate this clinic with participantsattendess.
Your clinic and enrolled registred participants will then be duplicated into a new clinic, and you . You can update and confirm the original information by following the same procedure as creating a clinic.
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Please note that it is not possible to change the category and the qualification of the |
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duplicated clinic. |
Delete a clinic
To delete a clinic, no participants must be registered.