Adding Volunteers and Members

In this tutorial, you will learn how to manage your volunteers and members. 

A Volunteer is someone who volunteers at your facility by providing assistance onsite or off-site. A Member is a person or organization that is affiliated with your facility by providing service or support. Volunteers and Members can also be Rescuers, Volunteers, and Donors.

When a person is a volunteer (or is affiliated as a volunteer), WRMD offers additional cross-referencing features making it easy for you to connect a volunteer with a patient’s care.

For instance, suppose your patient needs home care. When you are on the patient’s record under Adding New Location, you can indicate Home care in the Holding At field. This will prompt you to indicate who the caregiver is. When you click in this field a drop-down menu will appear with your volunteers’ names. WRMD pulls this list of names from the People database. You can also see the Using Locations tutorial for more details.

What follows is a tutorial on how to add volunteers and members to your people database.

Step 1

Log into your WRMD account.

Step 2

Go to the Quick Links panel on the left of the page and click on People.

Step 3

Click on the Volunteer or Member tab.

Step 4

Click on the blue Add New Volunteer or Add New Member button.

Step 5

Fill out the appropriate fields in the Contact Information. Click the appropriate button(s) under the Affiliation panel.

Step 6

Click the Add New Member or Add New Volunteer button.

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