A Health Professional, upon entering the platform, selects the Beneficiaries field from the main menu on the left.
Beneficiaries are divided into two (2) categories:
- Members
- Guests
Members are the Beneficiaries with an account on the platform which has been created either by email or by username and have a password to use the platform whenever they wish.
Guests are the Beneficiaries without direct access to the platform. Guest user accounts have been created for the sole purpose of participating in Group Meetings which were created and led by the Health Professional.
To create a Member account, the Health Professional clicks on the left Beneficiaries field, then Members and selects the new field Add Member at the top right. The basic requirement is that consent has been given by the Beneficiary to enter their details and register on the Eligence platform.
The Health Professional fills in a username they wish and from the Availability Check field they can confirm that it is unique as a username. They then set a One Time Password and confirm that they have the Beneficiary’s consent. If consent has not been given, it is not possible to register in this way. Adding should be done through the Organization or an Administrator, with an invitation sent via email.
If consent is given and only then, they select the Save and Continue field.
On the next screen, they fill in the information they know and Submit.
The Beneficiary is then informed of their unique username and one-time password.
The first time they log into the platform, the tab for creating a New Password will appear.
To create a Guest account, the Health Professional clicks on the field Beneficiaries on the left, then Guests and selects the new field Add Guest on the top right. The basic requirement is that the Beneficiary has given consent to enter their details and register on the Eligence Platform.
They fill in a username they wish, and they then can confirm from the Availability Check field that it is unique as a username. Provided they have the consent and only then, they select the Save and Continue field.
*If a Beneficiary wishes to change their username, they must contact the Organization Administrator.
