User workflows & features
A collection of articles explaining Occupational Health workflows and features for Meddbase users and Referral Portal users.
OH Portal Department Modification Permission
What is the context? This new feature enables or disables temporary access for managers on the OH portal to update a...
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Booking Limits - feature overview, logic and examples of use
What is the context? A Site Session must exist for an appointment to be booked. Site Sessions can be configured in 2...
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How to send a link to view a shared document in the OH Portal
What's the context? Meddbase enables documents to be shared online with employer contacts to be viewed in the Occupa...
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Health Surveillance: Overview - Occupational Health
What is the Context? Occupational Health in Meddbase consists of a series of workflows, features and configuration, ...
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Case Management: Overview - Occupational Health
What is the Context? Occupational Health in Meddbase consists of a series of workflows, features and configuration, ...
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Case Management: Referral creation - Occupational Health
What is the Context? The Case Management workflow in Meddbase is initiated by: An OH Referral sent from the Referra...
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Case Management: Referral processing - Occupational Health
What is the Context? Occupational Health referrals sent through the Referral Portal generate Work Items in Meddbase,...
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Case Management: Clinical appointment Part 1 of 3 - Occupational Health
What is the Context? When an appointment has been booked in Meddbase following an OH referral, patient attendance fo...
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Case Management: Clinical appointment Part 2 of 3 - Occupational Health
What is the context? When an appointment has been booked in Meddbase following an OH referral, patient attendance fo...
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Case Management: Clinical appointment Part 3 of 3 - Occupational Health
What is the Context? When an appointment has been booked in Meddbase following an OH referral, patient attendance fo...
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Case Management: Report Writing - Occupational Health
What is the context? When the status of an appointment booked from an OH referral is changed to 'Discharged' (with o...
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Case Management: Report authorisation - Occupational Health
What is the context? Once the OH report is finished and sent for patient review, it can be Authorised, with or witho...
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Case Management: (Optional) Follow up referral - Occupational Health
What is the Context? The Case Management workflow can end after one appointment with the patient or extend into a se...
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Pre-Placement Questionnaire System: Referral Manager Workflow - Occupational Health
What is the Context? The Pre-Placement Questionnaire (PPQ) system is designed for employers looking to send pre-plac...
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Case-related Template Codes and Reporting on Cases - Occupational Health
What is the purpose of the article? This article will provide detailed information on extracting information about C...
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Managing Information (MI) Reports - Occupational Health
What is the purpose of the article? This article explains how to set up the Management Information (MI) Reporting fe...
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