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Clinic Display Page
From the Manage / Clinics menu, the display page will show you the clinics created for the season. You can click on More filters/Less filters for search options.
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Clinic ID: The number assigned to each clinic
Qualification: The qualification a participant will receive once the clinic is complete
Status: The status of the clinic
Start Date: The date the clinic will start on
Format: The format for the clinic - online - recorded/on demand, online - live, or in person
Attendees: The number of participants registered for the clinic
Host organization: The organization that is running the clinic
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Display Side Panel
By clicking on the line of a clinic, the side panel will open. General information will be shown at the top, and there will be 2 tabs - Details and Attendee, each with information for the clinic. From the Action button, you will have the option to Duplicate the clinic, or Delete a clinic.
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
Attendee Tab: In the Attendees tab, you will see a list of members registered and any members on a waitlist. You can click on the HCR number link to view the member’s profile, or click on View list in clinic.
Action Button: The will give you the option to duplicate or delete the clinic.
Delete a Clinic: To delete a clinic, no participants must be registered.
Duplicate a Clinic: You can duplicate your clinic or duplicate your clinic with attendees.
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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Note: You can not change the category and the qualification of the duplicated clinic. |
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Clinic Status
To change the status of a clinic, use the drop-down.
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Details
Member
Questionnaire
Details Tab
In the Details tab, the participant's attendance and completion information can be updated by using the blue pencil.
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Member Tab
In the member’s tab, you will find the participant's profile information such as gender identity, date of birth, native language, second language, organization and industry. If the participant has contacts in their profile, they will be displayed.
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Questionnaire Tab
If a questionnaire has been created for your clinic, the responses to the questionnaires will be displayed in this tab.
Action Button
From the side panel of an attendee, the Action button will allow you to do the following:
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Update 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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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 to the member profile.
You can click on View list in clinic to access at the Participants tab in the clinic.
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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 clinic
If you wish to duplicate a clinic, click on Duplicate 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 duplicated clinic. |
Duplicate this clinic with participants
You can duplicate a clinic and the participants registred in another clinic. When you select Duplicate with the Action button on the side panel of a clinic, you must choose Duplicate clinic with attendess.
Your clinic and registred participants will then be duplicated into a new clinic. 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 duplicated clinic. |
Delete a clinic
To delete a clinic, no participants must be registered.