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Clovi Help Center

Guides and answers for getting the most out of Clovi

For screeners

What is CloviFlow?

How to enter and save health data

How to add walk-ins

How to talk participants through screening results

Programs & Events

When is a confirmation email sent?

When does a reminder email go out?

When does a participant complete registration?

How do I import multiple events from Excel?

Do you support eligibility requirements?

Data Collection

How do I add metrics to the screening form?

How do I change the demographic questions?

How do I create my own assessment?

How do I customize risk stratification ranges?

Markdown in risk descriptions

How do I add a custom employee ID or health plan ID?

File content type is invalid during upload

How do I merge duplicate participants?

How do I import data with mapping sets?

How do I add a client?

Reporting

How does Clovi calculate aggregate reports?

How does Clovi calculate cohort reports?

Billing

What is a Clovi credit?

What happens if I go below 0 credits?

How does Clovi handle payment card information?