How Do I Use the Employee Enrollment Form?

The Employee Enrollment Form feature allows users to utilize an iframe to embed a partially customized employee enrollment form on their own websites or other within methods of communication. It functions very similarly to the normal patient enrollment form.

To enroll an employee, users will have to enable the Employee Enrollment Form feature from the company profile page. To do this click on Billing > Companies and then select the company you would like to enable the feature for.

Scroll down to “Employee Patient Enrollment” and then click on “Settings” to the right of the heading.

Here you can customize certain parameters of your form, including:

  • Whether you would like to offer a short enrollment option.
  • If a credit card is required for enrollment.
  • An enrollment welcome message.
  • The enrollment agreement you would like to upload.
  • An enrollment patient welcome email.
  • Locations available for enrollment.
  • Subscription options.
  • Subscription auto-charge days.
  • Enrollment fee.

Once you have selected what you would like to include in your enrollment form, click “Enable” at the bottom of the page.

Using the Embedded Patient Enrollment Link

After the form has been enabled, go back to the company’s profile page and scroll down to “Employee Enrollment Form.” You will now see a Patient Enrollment Link. This is an exclusive enrollment link connected directly with the Employee Enrollment Form and works independently of the main account enrollment form. You can now share this link with employees or embed it into your website or emails. Any employee that enrolls through this link will be automatically connected to your company profile in Atlas.

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