How to Use the Aura Health Rehab HR Portal

The master record for every employee, consultant, intern, and renter: personal details, government IDs, bank details, employment details per branch (department, title, rates, dates), a profile photo, and uploaded 201-file documents. Most other modules — and the Operations Hub and Staff Portal — read their people from here, so keeping it accurate matters everywhere.

What you'll see three tabs

• Staff Directory — everyone except interns. A search box, filter dropdowns (branch, department, employment type, status), sortable column headers, and a row per person with their photo, name, department, title, type, branch, and status.
• Interns Directory — interns only, kept separate so the main directory isn't crowded. Shows each intern's uploaded documents and, for self-signed-up interns, an Approve action (see below).
• Settings — the master lists the forms draw from, in sub-tabs: Departments, Employment Types, Job Titles, School (College), Compensation, and Unit Pay Types. Each has an + Add … button and Edit / Delete per row. Add a value here first if it's missing from a dropdown on the form.

Buttons above the directory

• + New Staff Member — opens the blank profile form.
• ⬆ Import CSV / ⬇ CSV Template / ⬇ Export CSV — bulk load from a spreadsheet (download the template first so the columns match), or export the directory.
• ☉ Intern Sign-Up QR — generates a QR code and a short link for one branch and department; post it or send it on Messenger and interns fill in their own details (see Interns below).

Step by step — add a person

1. Click + New Staff Member. The New Staff Member form opens.
2. Fill the personal section: First Name *, Middle Name, Last Name *, Sex *, Birthday * (age is worked out for you), Contact Number, Personal Email, Company Email, address (City, Region), and Emergency Contact Person / Emergency Contact Number.
3. Tick every branch they work at, and choose the Primary branch. A person at two branches gets a separate set of Employment Details for each — the form shows "Editing details for …" and a branch switcher so you can fill each one.
4. Employment Details, per branch: Department *, Job Title *, Employment Type *, Compensation Classification *, Status, Employee ID, Date Hired, Contract Expiration Date, and work arrangement. The form adapts to what you pick — see "How the form changes" below.
5. Government & bank details: TIN, SSS No., Pag-IBIG No., PhilHealth No., PRC ID No. and PRC Expiration Date (this drives the PRC License Alerts on the Dashboard), Professional Organization ID Number, Bank Name, Bank Account Number.
6. Education: School Graduated (College) — start typing and pick from the list, or type a school that isn't listed.
7. Click Save Staff Member. To abandon, click Cancel.

How the form changes with Employment Type

Step by step — edit, photo, and 201 files

1. Find the person (search box or filters) and click their row to open the profile view; click Edit to open the same form pre-filled. Change fields and click Save.
2. Profile photo: upload an image, then use Adjust / Zoom to drag and zoom so the face sits in the round avatar. Apply keeps it; Remove clears it.
3. 201 files: in the profile, open the files section for the branch and upload documents. Each upload shows a live percentage while it transfers. You can Delete All for a branch if needed.
4. Status changes: set Status to Inactive when someone leaves; a Date Left * field appears and is required. Inactive people drop out of the other systems' rosters automatically.

Step by step — interns who sign themselves up

1. Click ☉ Intern Sign-Up QR, choose the branch and department, and click Generate. Copy Link gives you a short link to send; the QR can be printed or shown on screen.
2. The intern opens it, fills in their details (and, for Psychology, uploads their affiliation-fee proof, CV, and letter of intent), and submits.
3. They appear in Interns Directory with a Pending approval status, and a row appears in your notification bell. Click it to jump straight to them.
4. Check their uploads, then click Approve. Only after approval do they become visible to the Operations Hub (for bookings and schedules) and the Staff Portal (for logins and session notes). Until then they exist only here.

The analytics view over your workforce. Nothing is edited here — it reads Staff Profiles and draws charts, so you can answer "how many, where, and what kind" without opening individual records.

What you'll see

• Filters at the top: Branch, Departments, and a hire-date window (Hired from / Hired to). Set them, then click Apply — the charts redraw.
• Headcount & movement: Active Staff per Department, Staff Growth Over Time, Staff Turnover Rate.
• Profile of the team: Average Age per Department, Median Age per Department, Specializations per Department, Top Schools Graduated, Where Staff Live (by City).
• Pay: Average and Median Basic Rate per Session, Average and Median Specialized Rate per Session (consultants).
• Quality, pulled from other modules: Avg Customer Satisfaction per Dept (from Customer Survey) and Avg Peer Evaluation per Dept (from Peer Evaluation).

Where logins are created and roles are assigned — Access Management. This is how a person becomes an HR officer, a staff member, or a director, and how a login is linked to a staff profile. Because it controls who sees what, creating and editing others is reserved for the Manager.

What you'll see

• A Team table: name (with Default, You, and MedRep badges where they apply), email, role tag, branch access, date created, and Edit / Delete / Change Password buttons. A search box filters by name or email.
• + New User opens the New Team Member form.

Step by step — create a login

1. Click + New User.
2. Enter Name *, Email *, a temporary Password *, and choose the Role * (Admin, East/GH/Verdana Admin, Branch Admin, Marketing Admin, Director, Regular or Probationary Staff).
3. If the role is Regular or Probationary Staff, a Link to Staff Profile * dropdown appears — pick the person's record. This is required; it's what makes their "My Profile" work.
4. If the role is Branch Admin, tick every branch they should see under Branch Access *.
5. Optionally tick Medical Representative (MedRep) to give them Partner Institutions regardless of role.
6. Click Create Account. Tell the person their temporary password; they can change it later.

Step by step — edit, change a password, remove

1. Click Edit on a row. The same form opens as Edit User — name; leave Password blank to keep the current one, or type a new one to reset it. Click Save Changes.
2. An HR officer editing their own account sees only Change Password — that's the one thing non-managers can change here.
3. Delete removes a login (never the linked staff profile). The default admin account cannot be deleted.

Everything from a job opening to a signed contract: postings on the public careers page, the applications that come in, interviews, evaluations, and onboarding/offboarding checklists.

What you'll see seven tabs

• Dashboard — counts and recent activity across the pipeline.
• Job Postings — your openings. + New Job Posting asks for Job Title, Department, Branch, Employment Type, Job Description, Visibility (open postings appear on the public apply page), and an optional Poster Image (JPG/PNG). Save Posting publishes it.
• Pipeline — every applicant, in Board View (columns by stage — drag to move), 📋 List View, 🃏 Card View, or Table View. Open an applicant to see their details, Schedule & Send Invite an interview (Interview Date, Start Time, End Time, Format, Meeting Link), record an evaluation (Recommendation, Notes, then Submit Evaluation), or move them on.
• Talent Pool — people worth keeping in touch with who aren't in an active process. + Add Person with name, contact details, Position / Role, and Source.
• Onboarding / Offboarding — per-person checklists. Tick items as they're done and Save Progress; edit the master list with Save Checklist.
• Contract Templates — upload contract files per department and job title (Template File(s) (PDF / DOC / DOCX), then Upload — you'll see a live percentage). Onboarding slide decks (Slide File(s) (PDF / PPT / PPTX)) are managed the same way.
• Settings — department-head contacts (Dept Head Name, Dept Head Email) used for evaluation requests, and a signature (Or Upload Signature (PNG/JPG)).

Step by step — from opening to hire

1. In Job Postings, click + New Job Posting, fill it in, and Save Posting. The public apply page now lists it.
2. Each application arrives in Pipeline at the first stage — and as its own row in the notification bell. Click the bell row to open that applicant directly.
3. Open the applicant, review their answers and résumé, and Schedule & Send Invite for an interview; the invite is emailed with the meeting link.
4. After the interview, record the Recommendation and Submit Evaluation; move the card to the next stage in Board View.
5. Once hired, create their record in Staff Profiles, then run their checklist under Onboarding / Offboarding.

Create and run trainings and CPD seminars, publish them to the public institute page at institute.sapphireclinicseast.org where the public registers and pays, manage attendees, and issue certificates.

What you'll see tabs across the top

• Seminars — the calendar. Switch between Month, Week, and ☰ List; use ‹ / › and Today to move around. + Create Seminar starts a new one.
• Details — the selected seminar's form (see the fields below).
• Attendees — who's registered; add people, tick attendance, and Save Attendees.
• Certificates — issue certificates to attendees from a Certificate Template Link; issued certificates appear in each staff member's Staff Portal.
• QR & Invite — a registration QR and a short meeting link (Generate Meeting Link) for online sessions. Links are short enough to paste into a chat.
• Poster Generator — build a poster from the seminar's details: Generate Poster, then Download Poster (PNG). Speakers get a Speaker Headshot.
• Marketing Vouchers — codes won in marketing games can be redeemed at registration; set Points Required and manage the list here.
• Training Mailing List — people who asked to be notified of future trainings (Add to List). Use it as a recipient group in Send Email.

Step by step — create a seminar

1. Click + Create Seminar.
2. Fill Training Title *, Branch(es) *, Format * (on-site / online / hybrid), Classification (and Specify Classification if "Other"), CPD Type and Number of CPD Units, Discipline Focus, Target Audience, Objectives, Description, Location, Max Participants, and Fee Amount (PHP).
3. Set the schedule: Scheduled Month *, then Session Dates * — click + Add date for each session with Start Time * / End Time *, the Timezone, and an optional Second timezone for overseas attendees.
4. Add speakers with + Add Speaker (name, headshot).
5. For online sessions, click Generate Meeting Link to create the Online Meeting Link.
6. Click Save Seminar. It appears on the public institute page unless you hide it.

Structured peer feedback among staff, with separate clinical and administrative forms. Staff complete evaluations of colleagues; HR reviews the results here.

What you'll see two tabs

• Leaderboard — the overview: a Top 5 ranking, a Monthly Score Trend chart, and the most-mentioned Strengths (Peer Feedback) and Areas for Improvement. Filter with the All Branches and All Staff dropdowns; "No data yet" means nothing has been submitted for that filter.
• Staff Details — pick one person to see their own scores and the comments they received.

The library of HR manuals and policies — the go-to reference for "how do we do X here?". Anyone signed in can open and read a manual; HR maintains the list.

Step by step — publish a manual

1. Click + Add Manual. The Add Manual form opens.
2. Enter the Manual Name and Version, choose who it's Relevant To, and set Who can see this in the Staff Portal? — this controls which staff find it in their own portal.
3. Choose the file under Upload PDF and click Upload & Save.
4. To read one, click its name — it opens in a viewer. Staff see the same viewer in their portal.

A catalog of reusable documents (letters, forms, certificates, clinical forms) and standardized tests, so nobody recreates a document from scratch.

What you'll see

• Department tabs: All, HR, Admin/Operations, MD, OT, PT, SLP, SPED, Psychology, Orthosis & Prosthesis. Switch between grid (▦) and list (☰).
• + Add Template — Template Name, Template No., Department, Version Number, Template Size, Description, either Upload document or a Form Link, and whether it's Mass Produced (with Type if Mass Produced). Save Template stores it.
• 📑 Standardized Tests — a separate list of assessment tools; + Add Test with Test Name, Compilation, Link or Upload .pdf.
• 🔒 Copy View-Only Link — a read-only link to share a template with someone outside HR.

Schedule meetings with timezone-aware times, invite people, generate short online-meeting links, and keep minutes. Invited staff see the meetings they're part of on their My Dashboard.

What you'll see tabs across the top

• Meetings — the calendar (Month / Week / ☰ List, ‹ › Today). + Create Meeting starts a new one.
• Details — the selected meeting's form.
• Attendees — invite people and record attendance; Save Attendees.
• Minutes — notes taken during the meeting, kept with it.
• QR & Invite — a QR and an invite link; Generate Meeting Link creates the online room.
• Poster Generator — Generate Poster, then Download Poster (PNG).

Step by step — schedule a meeting

1. Click + Create Meeting.
2. Fill Meeting Title *, Meeting Type *, Branch(es) *, and tick Is meeting interbranch? if people from more than one branch attend.
3. Set Date *, Start Time *, End Time *, the Timezone, and an optional Second timezone; choose Format * and, for on-site, the Location.
4. Add Objectives, Description, Discipline Focus, Target Audience.
5. For an online meeting, click Generate Meeting Link — you get a short meet.sapphireclinicseast.org link that's safe to paste anywhere. A separate host link (with the in-call Record button) can be made for the person running it.
6. Click Save Meeting, then use Attendees to invite people. Invitees see it on their My Dashboard under Upcoming Meetings.

Send an announcement or notice to many people at once from the branch's official address — staff, partner institutions, shareholders, or the training mailing list — now or on a schedule, with attachments and a designed template if you like.

What you'll see two tabs

• Compose — the writing screen (below).
• Sent & Scheduled — your Email History: what went out, to whom, and what's queued. Scheduled emails can be removed with Delete before they send; Refresh updates the list.

Step by step — send an announcement

1. Under Send from, choose the branch address the email should come from.
2. Choose Recipients. There are separate pickers depending on who you're writing to: search staff by name or department, partner institutions by name or email, or shareholders. Use Select all to take everyone shown, Clear all to start over. Add CC / BCC addresses (separate with semicolons) if needed.
3. Type the Subject.
4. Write the Body. Plain text is fine — paragraphs are kept. Or click a template (Branded announcement, Event / reminder, Simple notice) to start from a designed layout and edit the placeholder text; you can also paste your own HTML. Pick a Font.
5. Add Attachments (photos / files) if needed.
6. Click Preview to see exactly what recipients will get.
7. Click Send now — or set Schedule (optional) to a date and time first, and it will go out then. Either way it appears under Sent & Scheduled.

Assign and track HR tasks and to-dos, scoped to your branch — onboarding steps, follow-ups, and the filing deadlines pushed here from Government Submissions.

Step by step — create and close a task

1. Click + New Task.
2. Enter the Title and Description, choose the Branch, pick who it's Assigned To, set a Deadline and Urgency, and click Create Task.
3. As work happens, open the task and update its Status and Remarks. Completing a task asks you to Confirm.

Staff file a short report each week; HR and managers review it. The regular pulse of what everyone is working on.

Step by step — staff: submit your week

1. From My Dashboard click Submit Now, or open Weekly Accomplishment from the sidebar.
2. Choose the Week Period *.
3. Attach your report under Upload PDF * and click Save.
4. Later you can View PDF, Replace it with a corrected file, or Delete it. If your account isn't linked to a profile, you'll see Profile Not Linked — ask your Manager to fix the link in Access.

Step by step — HR: review submissions

1. Open the module; the list shows each person's submission for the week.
2. Click View PDF to read it, then record a Decision: Approved, Disapproved, or For Resubmit (which asks the person to upload again).

The Service Invoice Monitor: monthly service invoices from consultants, tracked per branch. HR sees who has and hasn't submitted for the month, chases the rest, and can prepare the BIR form 2307 for withholding tax. This feeds consultant payments in the Accounting Hub.

What you'll see three tabs

• Submissions — one row per consultant-branch for the selected month and year. Mark or upload a submission, add a remark (Add a remark...), and see who's outstanding at a glance.
• 2307 Generator — build a Certificate of Creditable Tax Withheld: pick — Select Consultant —, use + Add Row for each income line (e.g. Professional Fees, with the ATC code such as WI010), then generate. Clear Form starts over.
• Settings — the consultant list and defaults used by the generator.

Shareable questionnaires — registrations, reference checks, uniform orders, polls — with a public link people fill in. Responses collect here, each downloadable as a PDF or Word file.

What you'll see

• Category tabs: Employment and Corporate (corporate forms are Manager-only). Each shows the forms as cards; click a card to open it.
• Inside a form, three sub-tabs: QR & Link (the public link and QR — Copy to share), Results (every response in a table — new ones since your last visit are highlighted; Refresh to reload, Export CSV for a spreadsheet, and per row ⬇ Download PDF, ⬇ Download Word (.doc), or delete), and Theme Settings (the look of the public form; Save changes). ← Back to Forms returns to the cards.
• Special forms: the Uniform Order form has extra tools for tagging distribution and payment (Deducted from payroll / Paid in cash) and reference photos; polls let you + Add option.

Step by step — collect responses

1. Open the form's card, go to QR & Link, and click Copy. Send the link or show the QR.
2. Each new response appears under Results — and the form gets a row in your notification bell showing how many are new and the date of the latest.
3. Click that bell row: you land on this form's Results tab and the count clears.

The Patient Directory — every patient of the clinic, with their branch, type, status, and history — and the place to generate a discharge certificate.

What you'll see

• A Search patients... box and filters: All Branches (East, Greenhills, Verdana Store), All Statuses (Active / Discharged), All Types (Adult / Pediatric). Pages at the bottom (« »).
• Click a row to open the Patient Profile — details and touchpoints — with Close to return.

Step by step — issue a discharge certificate

1. On the Dashboard, find the patient under Discharge Certificates Pending and click Generate Certificate →. (Or open Patient CRM, filter All Statuses to Discharged, and open the patient.)
2. The certificate is generated for that patient. Once issued, they leave the pending list.

Patient satisfaction surveys, typically collected via a QR code at the front desk. Review scores and feedback per branch, department, and staff member to track service quality.

What you'll see three tabs

• Leaderboard — Top 5, a Monthly Rating Trend chart, and the most-mentioned Strengths (Patient Feedback), Areas for Improvement, and Other Comments. Filter with All Branches and All Staff.
• Staff Details — one person's ratings and comments.
• Settings — survey options; Save Settings.

The Patient Complaint & Incident Tracker: every complaint or incident recorded, assigned, escalated if needed, and resolved — never lost. New complaints show up on the notification bell.

What you'll see

• Summary counts (total, open, in progress, resolved), then All Incidents with a search box and All Status / All Priority / All Categories / All Branches filters. Each row shows the ID, date, title, category, branch, priority, status, and Edit / Del.
• QR Code / Form Link — the public complaint form patients can fill in (Copy Link). Submissions arrive as pending; open one and click Convert to Incident to log it properly.

Step by step — log and resolve an incident

1. Click + New Incident. The New Incident Report form opens.
2. Fill Incident Title *, Incident Date *, Branch *, Category *, Priority * (for a patient complaint this is the concern type A/B/C), Location / Area, People Involved, Description *, Immediate Action Taken, and Reported By *. Add Attachments (optional).
3. For patient complaints, set the Current Escalation Level, the Responsible Officer, and a Target Resolution Date.
4. Click Save Incident.
5. To close it, click Edit, set Status to Resolved, write the Resolution Notes, and Save Incident. Every status and escalation change is kept in the record's history.

The Staff Concern Tracker — the channel for concerns raised by staff, plus a wellness check. HR reviews and acts; new concerns are flagged on the notification bell.

What you'll see two tabs

• 📢 Concerns — the list, with + New Concern, Edit, and the public form (QR Code / Form Link, Copy Link). Staff submissions arrive pending; open one and click Convert to Concern.
• 💚 Wellness Check — periodic wellbeing check-ins from staff.

Step by step — record a concern

1. Click + New Concern.
2. Fill Date Raised *, Branch *, Concern Type *, Concern Level *, Raising Party, Concerned Party, Nature of Concern *, and whether it's a repeat (Occurrence Type, Times Occurred, Prior Occurrence Dates).
3. Set the Current Escalation Level, Responsible Officer, Target Resolution Date, and attach any Upload PDF (optional).
4. Click Save Concern. To close it later, Edit, set Status, write the Outcome Summary, and save.

A calendar of statutory and government filings, so compliance deadlines live in one place rather than in spreadsheets.

Step by step

1. Move between months with ← Prev and Next →; click a filing to see its details.
2. To hand a filing to someone, click Add to Task Checklist: set the Task Title, Branch, Deadline, and Urgency, and it appears in Task Checklist.

Official memos, circulars, orders, notices, and board resolutions — each with an auto-generated code, a signing link so signatories can sign electronically, and a final signed PDF.

What you'll see

• Counts of total documents, fully signed, and pending signatures; then the Documents table with a search box. Click any column header (Type, Code, Subject, Date, Signatures) to sort — click again to flip the order; the small ▼ on Type and Date opens a tick-list filter.
• Per row: Original (the uploaded PDF), Re-upload, Copy link (the signing link), Regenerate PDF (rebuilds the signed version), Signed PDF, Send Email, Edit, Duplicate, Delete; the signatures column shows main vs countersignatories (e.g. "1M / 2/2C").
• Managers also see a Board Resolutions section with + Create Board Resolution and + Add Director for the signatory roster.

Step by step — create and get a document signed

1. Click + Create Document. The Create Document form opens.
2. Choose the Document Type * (Memorandum, Circular, Administrative Order, Special Order, Program Directive, Benefit & Compensation Notice, Joint Order, Joint Circular, Board Resolution).
3. Choose the Branch * it's issued under — SCEI (Corporate), East Branch (AHEA), Greenhills Branch (AHGH), or Verdana Store (VERD). Joint orders and circulars let a Manager tick several. The Code (auto-generated) updates as you choose.
4. Set the Date * and Subject *; under Applicable To tick the branches, departments, and staff types it concerns.
5. Add Main Signatories * — pick from the staff dropdown and click + Add for each; they appear as chips with their title. Add Countersignatories the same way.
6. Choose the file under Upload PDF * and click Upload & Create. The button shows a live percentage while it uploads.
7. A Signing Link appears — Copy Link and send it to the signatories. They open it, read the document, and draw or upload their signature.
8. When everyone has signed, click Regenerate PDF to append the signature page; Signed PDF opens the result. Send Email sends it to a list of recipients with a subject and body.
9. For a notarized copy: upload it, then Lock the document — it becomes the final version and can no longer be edited (a Manager can unlock).

Set up key performance indicators per employee, score them over a period, and produce a finalized PDF record — including an optional salary-adjustment calculation.

Step by step

1. Click + Set Up KPI. Choose Select Employee(s) *, the Period Start * and Period End *, and the Max Total Points *. Optionally enter the Employee Base Salary (₱, optional), Rate Type, and Salary Adjustment Effective Date.
2. Build the scorecard: + Add Row for each indicator, and + Add Band to define scoring bands (e.g. 5/3/2/0). Click Create KPI Records.
3. Open a record with View or Open; click ✎ Edit to score, then 💾 Save Changes.
4. When scoring is complete, click ✓ Finalize (use ↩ Return to Edit if you need to change it) and 📄 Convert to PDF for the record. ← Back to KPI Records returns to the list.

Company equity records — common and preferred shares, subscriptions, meetings, and board certificates. Because it's sensitive ownership data, only the Manager and Directors can open it. Share figures come from the Accounting Hub and already reflect rescinded, transferred, and bought-back shares.

What you'll see tabs across the top

• Shareholder Summary — everyone's net holdings and voting weight; ⬇ Excel exports it.
• Common and Preferred — the two share classes, with each holder's shares, amounts, and status.
• Subscriptions — subscription agreements. + New Document builds one from the template: set the document kind (Subscription, Treasury Purchase, Other), position the signature boxes by dragging them onto the page (several per signer if needed), then ✒ Save & prepare for signing. Signers must confirm they've read it before signing. ⬇ Generate draft PDF and ✉ Email draft to me let you review first.
• Shareholders Meetings — + New Meeting to record a meeting, its attendance, and resolutions.
• Secretary's Certificate and Director's Certificate — generate these certificates.
• Documents — the archive of everything issued. Birthdays — shareholder birthdays, with greeting reminders.
• Dividend Release — every dividend that has been released in the Accounting Hub (Equity › Dividend Release History), with a Preferred / Common switch matching the one there. The moment a payout is marked released in Accounting (the green ✓), HR sends that shareholder a heartfelt thank-you email on its own — one note per release, never twice — and the row shows ✓ Sent with the date. Rows released before this feature was switched on say Not sent — released before automation; press Send on any of them to thank that shareholder now. Resend re-sends a note, Check now looks for new releases immediately instead of waiting for the automatic 10-minute check, and a row saying no email needs the email added in the Accounting Hub equity register first.

The Branches Registry — the single definition of each branch (East, Greenhills, Verdana Store, …) that every module and every connected system reads: names, emails, address, opening hours, and how the branch is identified in the Operations Hub, Accounting Hub, and Staff Portal.

Step by step — add or update a branch

1. Click + New Branch (or Edit on an existing one). The New Branch form opens.
2. Enter the Branch id * (a short, lowercase, permanent identifier), the Short code *, the Branch Name *, and the public Brand Name.
3. Fill contact details: Branch TIN, Branch Address, Phone, Main Email, HR Email, Accounting Email.
4. Set Operating Days and hours (Opens / Closes).
5. Under Enum values per system, map this branch to how each connected system names it (Schedules, Payslips, Session Notes / IEs / PRs). Leave a value empty if the branch doesn't take part in that system.
6. Click Create Branch. A retired branch can be brought back with Mark Active.

Schools, clinics, NGOs, government bodies, athletic groups, and other institutions with a referral, discount, or MOA/MOU partnership — what each partnership includes, the discount their people get per service, any referral commission owed to the institution, and the agreement itself. The Operations Hub shows this list (read-only) to Front Desk at every branch, so they know what discount to apply.

What you'll see

• A table of institutions: name and point of contact, type, agreement badge (MOA / MOU / NA), effectivity dates, a Terms summary (e.g. "Occupational Therapy 20% ★ +2 more · Commission ₱500"), proof status, and Edit / Delete. A ★ marks a service given priority.
• + New Partner Institution opens the form.

Step by step — record a partnership

1. Click + New Partner Institution.
2. Enter the Institution Name * and Type * (School, Clinic, NGO, …; use Specify Type for "Other"). Add the Point of Contact, Email, Mobile, Telephone.
3. Under For What Service(s), tick each department the partnership covers.
4. A Discount per Service row appears for every ticked service. For each: pick who it is for (Everyone, Students, Faculty & staff, Parents / guardians, Alumni, Employees / members, or Other… with a short description), choose Percent (%) or Fixed (₱), type the amount, add a Note if useful, and tick Priority if that institution's referrals should get scheduling priority for that service. When a partner gives different rates to different groups — say 20% for students and 10% for faculty — press + Add group under that service and fill in one row per group; ✕ removes a row. Each row reaches the Operations Hub partnership list with its group shown, so Front Desk applies the right rate to the right person.
5. Tick the Inclusions (Discount, Prioritization / Priority Scheduling, Referral Priority, Complimentary Consultation, Group Rate, Extended Payment Terms, Other → Specify Other Inclusion).
6. If the institution earns a Referral Commission to Institution, tick it and set the Commission Type (percent or fixed) and Commission Value.
7. Choose the Agreement (MOA, MOU, or NA) and its Effectivity From / Effectivity To (leave "To" blank for open-ended). Upload the MOA/MOU Document and any Ceremonial Signing Photo(s). Add Remarks.
8. Click Create Partner Institution.