Initial setup Part 1: Work, Employers, Employees, Common Catalogues setup - Occupational Health

Article author
Greg Pietras
  • Updated

What is the Context?

Meddbase gives users access to a comprehensive platform accommodating various aspects and workflows in Occupational Health. This functionality requires multiple configuration tasks to be completed in Meddbase.


What is the article purpose?

This article will walk you through the 1st part of the initial configuration required to utilize the Occupational Health functionality in Meddbase. The configuration steps discussed here are:

  1. Enabling the feature
  2. Adding the Incoming OH Referral Work Item
  3. Adding 'Employer' type Companies and individual OH settings
  4. Setting Case Titles
  5. Adding Employee Departments
  6. Setting Patient Contact Protocol (Optional)
  7. Registering Employees
  8. Setting Manager permissions


Enabling the feature

In order to begin using the Occupational Health system, it must first be enabled as follows:

  1. From the Start Page, navigate to Admin > Configuration > Chargeable feature
  2. Under Portals, tick Occupational Health Portal
  3. Under Chamber, tick Pre-arrival Cases* (Depending on your requirements, Absence Management can be switched on here as well)**
  4. Select Save***

*Pre-arrival Cases feature needs to be switched on, so that the Case Management workflow can be used to its full potential. Click here for a detailed article.

**Absence Management is an optional feature allowing the OH provider to manage clients employees' absences whilst keeping the manager informed. Click here for a detailed article

***Remember to Save your settings. Otherwise they will not be updated.


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Adding an Incoming OH Referral Work Item

Another task in the process of configuring OH in Meddbase is to add and configure the OH Referral Work Item:

  1. From the Start Page, navigate to Admin > Work
  2. Click New Work Type and select Incoming OH Referral
  3. Select the default settings for your chamber incl. security, workflow and SLAs, templates and report review and detail messages. Click here for a detailed article on the Incoming OH Referral Work Item configuration.

Changes here are saved automatically.


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Adding 'Employer' type companies and individual OH settings

All employers referring their staff for OH services need to have a record in Meddbase. Company records can be created in bulk via a Data Import. However, in this section, we'll explore adding them manually. A company record can be created and, as an option, individual OH settings can be defined for that employer, as follows:

  1. From the Start Page, navigate to Company > Add Company
  2. On the Add New Company screen provide as much detail about the company as you need, making sure the Type is set to Employer
  3. Update the Occupational Health section of the Company record as required
  4. Save the record when complete

The Occupational Health section of the Company Record allows overriding the chamber default behaviours and OH settings and adapting the workflow per company. They are explained in the sub-section below.

Occupational Health settings for an employer record

  • Sign up code for new managers (1) - allows new managers hired by this company to self-register via the Referral Portal and their records will also be created in Meddbase.
  • Charge band for new manager (2) - determines which charge band (contract) a new manager will belong to/be governed by.
  • Referral Admin Team (3) - allows selecting a role group managing referrals from this employer
  • Way to review report by employer (4) - allows selecting an automatic or manual way for this employer to review the OH report.
  • Way to review the report by patient (5) - allows selecting an automatic or manual way for the referred patients to review the OH report. The patient report review step can also be disabled for this company.
  • Health and Safety email (6) - allows a hard-coded message to be sent to a selected email recipient when a new absence caused by a work accident is logged (relevant in the Absence Management workflow).
  • Allowed external IP addresses (7) - allows managers working for this company to log in to the Referral Portal only from the listed IP addresses.

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Setting Case Titles

Managers using the Referral Portal to refer employees or book appointments are prompted to select a Case Title for every referral or booking. The initial referral and any follow-up referrals will belong to this Case. 

Click here for a detailed article on the administration and workflow surrounding Cases.

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Adding Employee Departments

Once all employer companies have been registered, employee departments and divisions can be added for all respective companies. The process is as follows:

  1. From the Start Page, navigate to Admin > Common Catalogues
  2. Expand the Employee Departments catalogue and click New Employee Department
  3. Name the department, give it a description and select the company this department belongs to
  4. Select Save when complete

You will need to 'Save' your settings when complete. Sub-departments and/or divisions can be added to the newly created department. An employee can simultaneously belong to a department and the department's sub-department or division. 


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Setting Patient Contact Protocol (Optional)

Depending on requirements, Meddbase users managing incoming OH referrals can be prompted to contact the referred employee in a certain, custom manner, e.g. 2 call attempts, then email.

This is known as a Patient Contact Protocol and it can be subsequently assigned to referrals sent from specific employer(s).

Click here for a detailed article on setting up a contact protocol.

If no custom protocol is created, Meddbase users will still be prompted to contact the referred employee.


Registering employees

Employees/patients can be uploaded to the chamber in bulk via the Data Imports tool or by a manager via the Referral Portal.

In this article we will explore adding employees to the database manually:

  1. From the Start Page, navigate to Patient and click Add Patient
  2. On the patient registration page as a minimum, fill in the fields marked with a vertical blue bar (mandatory) and contact and address details (recommended) *
  3. In the Account section, under the Payer dropdown, select Employer
  4. In the Employer section, click on the Company field, search and select the respective employer **
  5. In the Employee Details section, a previously created Department can be selected
  6. Click Save and select the patient's contact preferences and click OK.

*The layout of the registration page can be amended; Layout > Unlock For Editing.

**A default charge band is automatically assigned to an employer. However, it requires further configuration. Please see Part 3 of the initial setup.

Setting Manager Permissions

Employers' managers also need to be registered, as shown above. However, there is an extra layer of setup allowing a line manager oversight of departments and access to workflows via the Referral Portal:

  1. Navigate to the manager's record page (Start Page > Find Patient)
  2. Locate the Referral Portal icon*, click on it and select Portal Account Settings

*If both the Referral Portal and Patient Portal are in use, this icon will be shown as Online Portals, and Referral Portal will be a sub-category.

The Permissions section gives the manager access to the following workflows:
  • Case management: The user can refer patients and manage the referrals.
  • Recall management: The user can view and manage the recalls.
  • User management: The user can create/edit and remove users.
  • Bulk case reallocation: The user can reallocate all referrals from one user to another.
  • Statistics/Charts: The user can view portal statistics and charts.
  • Questionnaire management: The user can share and delete questionnaire modules.

The Departments section allows selecting which departments the manager can view and/or manage.

The choice to Create and invite and Create with no invitation means we can either notify the manager of the Referral Portal access via email or not.

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Review date

The article was last updated on 26th of March 2021 in the context of Meddbase version