How to Add Eligibility Rows and Sign Up for a New Account

Learn how to setup an eligibility file to use for signing up as a test customer

03 Feb 2025 By Jens Astrup

By following these steps, you can get a new account properly set up and linked to the eligibility criteria you have defined.

Let's get started

Log in as a super user on the staging environment.

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Go to Wellthy is changing the way families experience care | Wellthy

Step #2: Click "LOG IN" — Click "LOG IN"

Step #3: Log in as a superuser — Log in as a superuser

Step #4: Click "Use password" — Click "Use password"

Step #5: Click "Continue" — Click "Continue"

Step #6: Click "Try another method" — Click "Try another method"

Step #7: Click "Google Authenticator or similar" — Click "Google Authenticator or similar"

Enter the 2FA Code as provided by 1Password

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Go to staging.wlthy.cloud/admin

Adding a valid eligibility ID

Step #9: Click "Eligibility rows" — Click "Eligibility rows"

Step #10: Click "ADD ELIGIBILITY ROW +" — Click "ADD ELIGIBILITY ROW +"

Step #11: Click here and add your fake eligibility ID — Click here and add your fake eligibility ID

Step #12: Click on the file input — Click on the file input

Step #13: Search for the client you want to sign up as a customer for — Search for the client you want to sign up as a customer for

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Type "meta", for example

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Scroll to the bottom of the list of available eligibility files and select the one with the most recent date

Step #16: Click "SAVE" — Click "SAVE"

Step #17: Click "LOG OUT" — Click "LOG OUT"

Step #18: Click "Wellthy Admin" — Click "Wellthy Admin"

Now we can sign up for a new account. Let's use the name Brenda; that should work.

Step #19: Click "Don't have an account ? Sign up" — Click "Don't have an account ? Sign up"

Step #20: Click here — Click here

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Type in a fake email address and hit Enter

Step #22: Click here — Click here

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Enter a fake password and Continue

Step #24: Click "Not on this device" — Click "Not on this device"

Step #25: Add a fake name — Add a fake name

Step #26: "click here to confirm and proceed" to verify the email — "click here to confirm and proceed" to verify the email

We can skip these pages. We'll say that we work for Meta since that's where we created the eligibility file. Enter the number that you created, and that's it.

Step #27: Click "NEXT" — Click "NEXT"

Step #28: Click here — Click here

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Type "Meta"

Step #30: Click "NEXT" — Click "NEXT"

Step #31: Click here to enter your eligibility ID — Click here to enter your eligibility ID

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Type the eligibility ID you saved in the admin panel earlier

That's it, you're verified through eligibility verification!

How to Add Eligibility Rows and Sign Up for a New Account