Purpose: This guide explains how to modify the attendee list and edit an upcoming clinic on your Company Dashboard.
Topics Covered:
How to Edit an Upcoming Clinic Request
How to Request Changing Clinic Attendees
Modify Attendee List & Edit an Upcoming Clinic (Request):
Step 1: Navigate to the Vitable Employer Dashboard.
Step 2: In the left side menu locate “My Clinics” under the “Occupational Health” dropdown and click it.
Step 3: To change the attendees click on the pencil icon. Next, click on a person to add or remove them from the clinic. Once you’ve made your selections, hit “submit”.
Note: Left List shows members not attending the clinic.
Note: Right List shows members attending the clinic.
Note: The same thing can be achieved if you click on the “pending clinic”. Click on the green “Edit Clinic Request” button to view the change actions menu.
Step 4: Select a desired aspect of the clinic to be changed from the drop-down menu.
Step 5: Fill out the respective form and click the green Submit button to make the change.
Step 6: If auto-approved, changes will be reflected on the clinic details page immediately.
Note: If not auto-approved, changes will only be reflected once the Vitable operations team manually approves the request.