Enrolling Statistical Cohorts in WRM
This web page is for enrolling ADDITIONAL Statistical cohorts
with Wellness
RISK Management.
We are assuming that at some future point you may have a new person
who is unfamiliar with email structure. Consequently, we list all the steps.
(Note: You can either copy this entire page and paste it into an
email to us or, just copy the green table. Either way works for us as data outside the green table is
ignored.
So, on a Windows computer just press Ctrl+A (to Select
everything, then Ctrl+C to copy everything. OR, just select the green table.)
The first two cohorts 'a' and 'b', are created automatically for all
new companies. Any additional new cohort can only be enrolled inside one of those two main cohorts of a
company that has already been enrolled with Wellness RISK Management.
The first two items (company name and address) are
important to have exactly the same as what was placed in the original company enrollment file.
- In your pasted email:
- Find the green table that you pasted.
- Add your new data in column 3 of that table.
- Send the email to us.
See our contact page for the address to send to. or: look in the first or
last table cell in Column 3 for the email.
Copy this table and paste it into an email to WRM.
Template Pre-Fill for
NEW COHORT
ENROLLMENTS
Step 1. Copy this green Pre-Fill
table to your clipboard.
Step 2. Click on the email address in Cell one of
column 3. (That should open your default email program with an email which is ready to
be filled out then sent. If it does not open your email program, then open your email
program manually. You then will need to paste and fill out the email data, and the green table
data, inside your email program.)
Step 3. Paste this green table into the body of
that email.
Step 4. Copy the email subject line
Example below.
Step 5. Paste the Example line into the subject
line of your email. The email should already have our address in the To
window. Check and confirm that.
Step 6. Delete the Example company name and date
and add your own company name and today's date.
Step 7. Fill out all 14 items in column 3 and
leave columns 1 and 2 alone please.
Step 8. Read over your data and chaek it fof
errers. LOL
Step 9. Correct your errors.
Step 10. Send the email to us.
Step 11. Check your Sent Folder to confirm your email was sent
to us.
Step 12. Wait for us to contact you.
Email Subject Line Structure has 3
Items:
Company Name Truncated
date Email filter code.
Example:
Copy this subject line template below.
Missi. Widget Co Nov 25 2021
CohEnrolPrefilFORM2
In your email, PASTE the above subject line
THEN:
Change this ↓ & this ↓ to your company name
and today's date.
Missi. Widget Co Nov 25 2021 CohEnrolPrefilFORM2
(No
Hyphens are allowed in names or addresses please.)
Column 1
↓
Column 2 ↓
Column 3 ↓
|
Please don't change
data in these first two columns.
|
|
Add your data
in this column below AFTER you copy and paste the table onto an email
to us. After you have copied this table, click this email address here to bring up your own email
program.
This is your Column to add data when you are in your email program.
Do not use this column
in this web page
here. Instead, copy it and paste it in
your email to us.
See above.
|
1. Company name (No Hyphens are
allowed in names please.) |
1.:- |
|
2. Company address (No Hyphens are
allowed in addresses please.) |
2.:- |
|
3. Unique name for
new cohort (Eg. NightShift) |
3.:- |
|
4. Manager name of cohort section (This might be different from the contact name.) |
4.:- |
|
5. Personnel count in new
cohort |
5.:- |
|
6. Confirm Contact
name |
6.:- |
|
7. Confirm Contact
texting # |
7.:- |
|
8. Confirm Contact
email |
8.:- |
|
9. Suggest new
additional cohorts |
9.:- |
|
10. Confirm Total people
in company |
10.:- |
|
11. Confirm Total people
in Main Management |
11.:- |
|
12. Confirm Total people
in workforce, excluding management |
12.:- |
|
13. Comments
about new cohort |
13.:- |
|
14. Reconfirm Agreement
between company & Wellness RISK Management |
14.:- |
|
&&|***|&&|**DATAEND** |
|
Send this table by email to:
|
INSTRUCTIONS in your Email to us
- Just ignore any copied data outside the Green table.
- In your email add the Subject line as follows but change the company name to your
own and change the date to today's date with short month name.
Email SUBJECT LINE
Change this
↓ & this
↓ LEAVE this as
is ↓
Missi. Widget
Co Nov 25
2021 CohEnrolPrefilFORM2
(IE. Copy the above line and paste it into the
Subject line then Change the Company name and date to your own.)
- Fill out the third column.
- Send the email to us.
NEXT: virtual-workshops.html
|