What is the purpose of the article?
This article explains how to set up the Management Information (MI) Reporting feature for managers to view.
What is this feature?
MI Reports is a feature of the Occupation Health portal.
It allows employers and managers to get different types of reports based on some data configuration you have set up in your chamber.
How to configure the feature
To configure the information you would like to be enabled in MI Reports:
1. Go to Start Page > Admin > Configuration > Online Portal > Occupational Health Charts
2. In bold you will see all the reports you can enable. Click 'Enabled' on the reports you want visible and make sure to save the changes.
3. To enable the Outcomes chart report, you need to add the Title, Description, Label concept ID, and add the name of the Clinical forms filename to ensure that data is visible. This is the same for Fitness charts.
4. To enable the Compliance charts
4.1 Add the Title, Description, Label concept ID,
4.2 Add the names of the Modules you would like to include.
Modules with these names, which have an outcome added to the defined disease code field, will be included in the report.
To find out what Modules are available go to Start Page > Admin > Service Management > Modules. This option will show you a list of modules that you use and their respective recalls.
5. Please contact support if you wish to set up or need help with any of the following:
Referral Reasons
Disease Codes
Outcome charts
Fitness charts
Some of the report options will not require any type of setup.
Any option related to Absence will not work unless you have the chargeable feature Absence management on.
MI Report types explained
| Title | Description | Chart Type | Fixed Naming? | Additional notes |
| Absence Data (by patient) | An overview of absence data, with a focus on employee demographics within a chosen date range. |
Table | Yes | Only applicable when using the absence management feature of Meddbase. |
| Absence Data (by reason for absence) | An overview of absence data, with a focus on absence reasons within a chosen date range. |
Table | Yes | |
| Absence Data (Extended) | An overview of absence data, with a focus on employee demographics within a chosen date range. | Table | Yes | |
| Absence Overview | An overview of absence data within a chosen date range. | Table | ||
| Long-term absences | An overview of absence data that exceeds 20 days within a chosen date range. | Table | Yes | |
| Referral Reasons | An overview of reasons why employees have been referred. | Bar | Yes | This will pull through data from a Radio Button Question from a Management Referral Questionnaire. |
| Assessment Outcomes | An overview of outcomes from all assessment types.. | Stacked-bar | No | This pulls from a drop-down field within a clinical form. These in theory, could be any questions. |
| Case Outcomes | An overview of outcomes from case management. | Pie | No | |
| Disease Codes | AN overview of disease codes that have been recorded in Employee appointments. | Bar | Yes | This will show you a bar chart of a condition/disease from a drop-down field within a clinical form. |
| Case Management - new referrals | An overview of case management details within a chosen date range. | Table | Yes | Self Explanitory |
| Closed Referrals | An overview of closed referrals within a chosen date range. | Table | Yes | |
| DNA'd, Cancelled and Rejected Referrals | An overview of DNA'd, Cancelled and Rejected Referrals within a chosen date range. | Table | Yes | |
| Open Referrals | An overview of open referrals within a chosen date range. | Table | Yes | |
| Recalls | A list of employee recalls. | Table | Yes | |
| Compliance | An overview of compliance for all assessment types (Modules) | Pie | Yes |
How to make Charts visible for each manager
Separately, you will need to make the Statistics/Charts option visible for each manager you wish to give access to the MI Reports. Any manager with access to view the MI reports can see all the reports, for any employee which they have permission to view (i.e. even if you don't have the case management permission, you can see the case management outcomes report).
To do this:-
1. Go to Start > Find Patient
2. Input the search criteria for the manager (e.g. Surname and Name)
3. Search for and select the record from the results
4. In the Patient Record, select Referral Portal from the button bar
5. Select 'Portal Account Settings' from the menu
6. In the 'Referral Portal Account' dialogue that appears, that tick the 'Statistics/Charts' option
What does this mean for the manager on the Portal?
Once this has been enabled and saved when the manager accesses the portal, this option will now be visible under 'Other'
Managers will then be able to view reports in the 'Occupational Health Portal' under 'MI reports'.
Each report type you've enabled will show data in different chart types. Only a data type table will allow you to download the data to a CSV file.
Review date
This article was last updated on 30th December 2024