User workflows & features

A collection of articles explaining Occupational Health workflows and features for Meddbase users and Referral Portal users.

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...

Article author
By Dan Jordan
  • Updated

Health Surveillance: Overview - Occupational Health

What is the Context? Occupational Health in Meddbase consists of a series of workflows, features and configuration, ...

Article author
By Greg Pietras
  • Updated

Case Management: Overview - Occupational Health

What is the Context? Occupational Health in Meddbase consists of a series of workflows, features and configuration, ...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

Case Management: Referral processing - Occupational Health

What is the Context? Occupational Health referrals sent through the Referral Portal generate Work Items in Meddbase,...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Greg Pietras
  • Updated

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...

Article author
By Catia Goncalves
  • Updated