...
In this section, you can add a contact or add an instructor for the clinic. You can add a contact that is someone other than yourself by clicking +add a contact or +add an instructor. You can also add yourself as the contact by clicking on the link.
...
If you choose to add are adding a contact or an instructor other than yourself, you must fill in the following information first & last name plus date or birth, or HCR number, then click Search.
...
must specify the database where you want to search for them. Three options are available:
Include members of your branch only
Include members of all your sub-organizations
Include members of all organizations
** By default, the system searches for members of your sub-organizations.
You must then complete the following fields:
First name
Last name
Date of birth
HCR number (HCR number verification will ignore other fields if this one is specified)
Click on Search to find the desired contact
...
After selecting your contact, the system will ask you for the following information:
...