Can I send an updated roster?

Can I send an updated roster?

If you have additional patients or users to add:
  1. Less than 50 users/patients - Roster adds of less than 50 patients or users need to be added individually through the Mass Tester application.
  2. 50 or more users/patients - Roster adds of more than 50 patients can be submitted through the same process used to upload the initial roster. However, it should be noted that rosters for new organizations onboarding will be prioritized over additions. 
If you have existing patients or user to remove:
  1. Less than 50 users/patients - To remove less than 30 users/patients, please use the Consent Module. (See instructions below).
  2. 50 or more users/patients - You can submit a roster with the patients to remove as instructed in the onboarding documentation and training. However, it should be noted that rosters for new patients will be prioritized over removals.
If you have patients to edit:
  1. Less than 50 users/patients- Patient records and information updates can be done manually by the agency in the Point and Click system

  1. More than 50 users/patients- Patient records and information can be mass updated. Please contact your SHIELD Illinois Relationship Manager for instructions

    • Related Articles

    • How do I manage consent of the Patients?

      o First collect Consent forms for your students/faculty/staff. SHIELD Illinois does not need a physical copy of patient consent forms.  o Second, indicate on the roster the patients that have given consent using the “IsConsented” column o Third, once ...
    • Has SHIELD Illinois received my patient or user access roster?

      If the roster or user access roster was uploaded according to the instructions provided in your onboarding documentation, it has been received. It can take 7-10 days for rosters to be verified and processed into PnC. If this is your first roster, ...
    • Why can’t I upload a roster of less than 30 people?

      If you have fewer than 30 patients to add, you must manually add those patients via the Point and Click Mass Tester application by clicking "Mass Tester" then "Register a New Participant." Rosters containing less than 30 patient adds will not be ...
    • I already have a SHIELD Illinois account. Can I add my school, employer, etc, to my existing account?

      Absolutely! Here is how you do it. (Before you start, you will need your new agency's "agency code.) Log into your portal as you usually do. Click "Personal Details" Scroll down and click "Add Agency Division." Agencies affiliated with your account ...
    • Why won't SHIELD Illinois deactivate a patient account?

      Patient records are not specific to an agency but to the patient. Deactivating a patient not only prevents the patient from testing anywhere in the SHIELD Illinois network in the future but also removes the ability of the patient or their guardian to ...