Login Process
When an account is created for a user, the user will be emailed the user account login information - a User ID and Password.
When first logging into the site, the user enters their User ID and password. Next the user will be asked to create a six Digit PIN:
The next time the user logs in, they will be asked for three digits from their six digit PIN
Occupational Health Referral
To create an Occupational Health referral, the user logs into the site and in the Occupational Health section, click the New button:
The Occupational Health Referral Form will appear on screen. Enter all of the relevant information and when complete, click the Submit Referral button at the bottom of the screen
Pre-Placement Referral
To create a Pre-Placement referral, the user logs into the site and in the Pre-Placement section, click the New button:
The Pre-Placement Referral Form will appear on screen. Enter all of the relevant information and when complete, click the Submit Referral button at the bottom of the screen
Search for a Case
To search for an employee or to search by reference number, enter either the Reference Number; Firstname or Surname in the search fields and click the Search button:
To search by team or to search all referrals, select the relevant option from the drop-down list and click the Search button:
To search by visit status, select the relevant status from the drop-down list and click the Search button:
View Cases Pending
The Home screen displays a notification beside the Cases Pending link if there are any cases pending. Click on the link to view the list of cases that are pending. To view the details of the case, click on the patient name to open the patient record:
The Cases Pending screen lists all cases that are pending. The notifications column will display a number to notify the user that there are documents waiting to be downloaded/acknowledged. For example, if the number "1" is written in the Notification column, this means that there is a document waiting to be acknowledged/downloaded:
To mark a document as downloaded/acknowledged, select the relevant option from the drop-down list:
View Cases Completed
The Cases Completed screen lists all completed cases. The notifications column will display a number to notify the user that there are documents waiting to be downloaded/acknowledged. For example, if the number "1" is written in the Notification column, this means that there is a document waiting to be acknowledged/downloaded:
To mark a document as downloaded/acknowledged, select the relevant option from the drop-down list:
