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Policy
Transition
Tips and Tricks
FAQ

Membership Policy

Member Portal Transition

Member Portal Tips and Tricks

PALISI Membership Policy

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PALISI Memberships are based on the number of attendance Credits required by an individual or an institution. One attendance credit is required for each member at each meeting. All memberships purchased as of June 1, 2024 will be applied to the current membership period and may be used to attend either the Fall 2024 meeting or Spring 2025 meeting. Leftover attendances do not roll over to the following membership period. 

 

Current Membership Period: July 1, 2024, through June 30, 2025

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If you have outstanding membership dues from the 2023-2024 year, you may pay them at https://www.palisi.org/pastmemberships

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Membership Portal Transition​

We are thrilled to announce our new online member management system! With this system, you can now:

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  1. Update your membership information automatically

  2. Access the PALISI Membership Directory - New Feature!

  3. Purchase attendance credits and review your credit balance anytime

  4. Register for events and update your registration at your convenience

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How the System Works

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Each site will have a “Site Admin Lead” who will be responsible for purchasing attendance credits for everyone at their site and monitoring credit usage. All other members of the site will then be able to use these credits to register for the PALISI main meeting.

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Instructions are below, but if you have any problems, please be sure and attend our Zoom sessions to learn more about how to navigate the system, especially if you are the Site Admin Lead.

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Membership Portal Info Session

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Attendance credits (formerly known as attendances) are the units used for memberships. Sites can purchase larger credit packages at a discounted price for multiple members, or individuals can purchase 1-2 credits for themselves. Each person at a site can "spend" the credits, so establishing your own site-specific policy for credit usage is essential.

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  • 1 Credit registers 1 General Member for 1 In-Person Meeting

  • ½ Credit registers 1 Research professional or trainee for 1 In-Person Meeting

  • ½ Credit registers any Member for a Virtual Meeting (preregistration is required)

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 Note: we are now charging for virtual meeting attendance due to the approximately $20-40k price tag to enable the virtual content at meetings

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Membership Definitions

General members: Faculty members, physician or nurse investigators, nurse practitioners, physician assistants, respiratory therapists, statisticians

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Research professionals: Research coordinators, research nurses, research assistants, and trainees

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How to Get Started

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In order to get started, first determine if you will be a Site Admin Lead or Site Member.

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Your Site Admin Lead can be an actual PALISI member, an administrative professional, or any other person in communication with your site members. It is important that this person be able to navigate the vendor and payment management system at your site, as they will be responsible for purchasing credits for all of the site members. This person is most commonly an administrative professional but can be a faculty member if you wish.

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Site Members are typically the actual faculty members, trainees, and research professionals who attend and participate in PALISI.

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Site Admin Lead:

  1. Set up a profile at https://www.palisi.org/memberportal

  2. Join our Site Admin Leads list for system tutorials, payment resources, and important announcements here 

  3. Purchase Attendance Credits

  4. Access your site’s registration and payment activity via our membership dashboard

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Site Member:

  1. Set up your profile at https://www.palisi.org/memberportal

    • If you attended a recent PALISI meeting, when you input your email address, the system may recognize you and send you an email to reset your password – follow the prompts to complete your profile.

    • If your email address is not recognized, click on the link to register as a new member, and follow the prompts to create a new profile.

  2. While still logged into your account, navigate to “Events and Webinars” and register for a PALISI Meeting using the attendance credits purchased by your Site Admin Lead. Credits can be used only for PALISI main meetings; other events (e.g., courses) may require direct payment or invoicing for specific fees.

  3. Engage with other PALISI Members by exploring our membership directory and connecting with professionals with similar profiles.

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Membership Portal Tips and Tricks

  • New Users can only be added by an admin (Site Primary User or PALISI Admin Team). For the protection of our members, access will only be granted to vetted users who have been added to the membership rolls by an authorized site administrator. Those with authorization include your site admin, or “Primary User/Contact” or a member of the PALISI Admin Team. If your site’s Primary Contact has not been identified or does not yet know how to add new users, please reach out to admin@palisi.org and we will gladly add you.

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Click here for detailed instructions on "How to Add New Users"

 

  • Primary vs Secondary User: Each site has a Primary User/Site Administrative Lead who has the authority to add new users and purchase credits for the site. This person may be an administrator or faculty member. The PALISI Admin Team will assign that role to the Primary User – please let us know who that should be by completing the form at this link. It can always be changed again if roles or personnel change. 

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Click here for detailed instructions on "How to purchase Credits"

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  • Auxiliary Meetings and Events: Certain meetings are paid for in dollars, rather than credits. Presently, the only such meeting is the Clinical Research Course. Any User may sign up for a paid course by paying with a credit card or selecting an invoice for payment. All events are listed in your account under “Events and Webinars”. If you arrive at the course and your invoice has not been paid, you will be asked to pay at that time.

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Click here for detailed instructions on "How to Register for Events"

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  • Existing credits: All credits have been added for those who have purchased FY2025 credits before our new site went live. Please let us know if you do not see your expected site credits.

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  • Invoices and Receipts: We are actively working to improve the detail and quality of the invoices provided. Please continue to provide feedback on whether the improvements are compliant with your accounts payable department.

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  • Individual members: At certain sites, we understand that unique situations may arise, such as members paying for their credits individually rather than as a group, division, or unit. The system can accommodate this, but please keep the following in mind: All members need to be part of a site, even if there isn't central management of credits there. Individuals can purchase single credits, but these credits will be available for use by anyone at that site. To ensure proper usage, simply use the credit to sign up for the PALISI meeting immediately after purchasing it. Unfortunately, we do not have a way to reserve a credit for a specific individual.

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  • Special situations: The PALISI Admin Team is here to assist with any account issues, including editing accounts, returning credits, and refunding funds to correct any errors. Just let us know how we can help!

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  • Future features: We look forward to opening the membership directory, donation hub, and providing additional content on the site in the coming weeks. We expect this portal to help facilitate engagement with PALISI and with members who have shared interests of various sorts. For now, we are focusing on the core components of our membership management system to ensure the administrative and financial health of the PALISI organization.

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Frequently Asked Questions

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How do I know if my site is due for renewal?

All PALISI memberships are due for renewal at the same time. Dues for the following membership period will open on June 1st of each year. Memberships purchased now will be valid from July 1, 2024 thru June 30, 2025.

 

 

My Institution is requiring that PALISI be set up as a new vendor. What should I do?

Provide your accounts payable department with the W-9 form below. If additional information is needed, please direct your accounts payable department directly to us at admin@palisi.org. Please note that the new vendor process can take up to 30 Business Days to complete based on your institutional requirements.

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Download our W-9 form

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I am new to PALISI and I have questions regarding the PALISI Membership Process.

Contact PALISI Network at admin@palisi.org. We are happy to set up a virtual appointment to assist you in processing your membership dues.​

 

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