How to send a link to view a shared document in the OH Portal

Article author
Dan Jordan
  • Updated

What's the context?


Meddbase enables documents to be shared online with employer contacts to be viewed in the Occupational Health (OH) Portal. In some scenarios, users need to manually notify employer contacts when a document is shared.

To support this, a feature has been developed which enables:

  • Meddbase users to manually email specified contacts to notify them about a shared document
  • The email recipient to select a link in the email to view the document online

What is the purpose of the article?


This article outlines:

To see what pre-requisite configuration is required and what needs to be recorded for organisations, patients and contacts, please view the article What setup is needed to enable sending a shared document as an OH portal link?

How to send an email notification regarding a shared document


To do this:

1. From the start page of Meddbase, find and open the patient record

2. Select Documents within the patient record

3. Navigate through the document list to select the required document

4. Ensure the document is set to shared with the Employer

10_-_Set_document_to_be_shared_with_employer

5. Select Email from the button bar above the document

6. From the menu list that appears, select Send document as an OH portal link

11_-_Select_send_document_as_an_OH_portal_link_from_menu

At this point, you have 3 options outlined below.

Menu option Explanation
Email to department managers Enables distribution of email to departmental managers.
These managers need to be setup as managers in the Departments section of the same employer record to which the patient is connected.
Email to health and safety officer Enables distribution of email to an email address connected with the employer.
This email needs to be recorded in the Health and safety email field within Company Details for the same employer record to which the patient is connected.
Email to a custom address Enables the user to input a custom email address in the record.

7. Now, make a choice from the sub-menu (e.g. Email to health and safety officer)

At this point, a warning message appears.

12_-_Warning_message_presented_having_chosen_a_contact_type_to_email

To proceed:

8. In the Warning dialog, click on OK

9. In the New Email dialog that appears

13_-_New_email_message

9.1 Review and edit the email contents as required

9.2 Add further attachments as required

9.3 Select Send

As a result:

  • An audit record of the distribution is logged in the Activity Browser for the patient

14_-_Record_of_having_sent_email_recorded_in_Patient_Activity_Browser

  • The email is sent to the designated recipient(s) containing:
    • Employee name information
    • Document description
    • A link to the document

15_-_Example_of_email_sent_to_recipient

What an email recipient can do to view the document


After receiving the email, the recipient can:

1. Click on the document link

2. View the document

16_-_Viewing_document_after_selecting_link

Dependent on the link, the email recipient may be required sign in to the OH Portal.

When viewing the document the email recipient can carry out a few further actions summarised below.

Action Explanation
Click on the link related to the Document name By doing this, the document is opened in a new browser tab in full view.
Click on Download Document By doing this, the document is downloaded.
Click on Employee Details By doing this, the logged-in OH Portal user navigates back to the Employee details page.

What happens when a user tries to send an email notification for a document that has not been shared?


Where a document has not been shared, the user will still see the Send document as an OH portal link option.

However, if the user selects an option, they are presented with a notification that the document is not shared.

17_-_Notification_that_a_document_is_not_shared

Want to see more?


The short video below provides a walk-through of what the user would see and can do to email a link to a shared document.

18_-_Walk-through_GIF_showing_the_emailing_of_link_to_shared_document

Review date


This article was last updated on 13 May 2022 in the context of Meddbase version 1.250.0.38261