Mass-assigning a component or series by eligibility group

Or, select Home > Health Assignment By Eligibility Group.

Eligibility Group

Select the eligibility group to receive an email assigning the health component or series.

Reason

Select a reason.

Series

Do not complete this field if you completed the Component field. If you are assigning a series of components to these resources, then select the series. If no suitable series is displayed, then you can create one.

See Creating a health series.

Component

Do not complete this field if you completed the Series field. If you are assigning a single component to these resources, then select the component. If no suitable component is displayed, then you can create one.

See Adding a health component.

Due

Optionally, change the due date to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.

Expiration

Optionally, change the due date to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.

Renewal

Optionally, change the due date to override the date-calculation method that was configured for the component. This field applies to a component only, and not to a series.

Health Email Template

Optionally, select the email template that is set up for appointments. If there is not a suitable template, then you can create one.

See Defining email templates.

Occupational Health Appointment

Optionally, select the appointment template to use in the email invitation. If there is not a suitable appointment template, then you can create one.

See Adding a pre-defined appointment.

Comments

You can add comments that are related to this component or series. Comments are not displayed on email invitations.

Or, click Schedule to schedule the program to run later.

See Scheduling assignment to an eligibility group.