Case Management: Case Titles - Occupational Health

Article author
Greg Pietras
  • Updated

What is the Context?

When managers initiate a new referral from the Occupational Health Portal, they are asked to select a Case Title from a list that can be configured in Meddbase. The Case Titles are often configured as a list of 'reasons for referral', or another piece of identifying information for a case.

Once assigned, the Case becomes the home for all related referrals, appointments, documentation and SLA tracking.


What is the article purpose?

This article will walk you through the administration of Case Titles and the resulting impact on the Case Management workflow. The aspects discussed here are:-

1. Adding Case Titles

2. Changing Case status

3. Case in Templates and Reporting

4. Case in OH referral administration

5. Case in OH referral creation

6. Case in OH appointment booking


Adding Case Titles

The list of case titles managers can choose from on the Referral Portal is configured as follows:-

  1. From the Start Page, navigate to Admin > Common Catalogues
  2. Expand the Case Names catalogue
  3. Click New Case Name
  4. Add a Title
  5. Add a Safe Name
  6. Select Save

Please note: The value entered in the Safe Name field is what the manager will see on the Referral Portal.

Please remember to 'Save' your settings.


Changing Case status

Meddbase system administrators can determine whether or not Managers using the Referral Portal can affect the status of a case, i.e. closing an open case or re-opening a closed one.

To access this setting:-

  1. From the Start Page navigate to Admin > Configuration > Online Portal
  2. In the Case Management section decide whether the discussed action should be allowed*
  3. Save your settings.
    *Please note: This setting is set to true/enabled by default.  



Cases in Templates and Reporting

Meddbase allows users to extract information about Cases into Templates, using Template Code, and by means of the Report Query Builder and selecting the Cases Root Table.

Click here for a detailed article on Case-related Template Code and Reporting on Cases.


Case in OH referral administration

When dealing with an Incoming OH Referral sent from the Referral Portal, the Collaboration view (visible both before and after accepting referrals) allows users to review the referral, including any related documents.

As part of the collaboration view, users will be able to see the case to which the referral is assigned, and will be able to pick a different existing case*.


*Please note: Re-assigning a referral or assigning a booking to a pre-existing case or creating a New Case requires Pre-arrival Cases feature to be switched on. Click here for a detailed article





Case in OH referral creation

As part of creating an occupational health referral on behalf of a manager, the user is asked to choose a new or existing case to which to assign the referral.



Case in OH appointment booking

When booking an appointment with the OH Referral Mandatory setting set to true (1), users will be prompted to select a new or existing case to which the new referral needs to be assigned. This is required to enable the user to proceed with the appointment booking.





Review date

The article was last updated on 31st of March 2021 in the context of Meddbase version