While the medical completion process may vary by product or programme setup, all medicals follow these statuses:
1. Processing
- A medical is created when a client books an appointment or registers for a programme. The medical will have a status of Processing. This means data can be entered or edited, and laboratory results can be electronically imported.
- If the Bypass visit workflow processing option is not enabled for a product, Mark Complete must be selected to present laboratory inputs that have been selected to be 'Hidden on visit workflow'.
- Once all questionnaire and measurement mandatory data inputs are completed, a medical will automatically progress to Ready for approval when mandatory laboratory results are imported. If laboratory results are manually entered, this process is not automatic.
If mandatory inputs are missing and the Bypass visit workflow processing option is not enabled for a product, the Submit for review option will not be presented.
To continue, you must update the medical sub-processing status. To do so, follow these steps:
- On the medical details, select Edit.
- From the Sub-process status drop-down menu select Visit completed.
- Click Save.
2. Ready for approval
The medical status will update to Ready for approval when:
- All mandatory data inputs have been completed, and the medical has been submitted for review.
- Mandatory data inputs are incomplete, the medical has been submitted for review and the provider has acknowledged that interpretation will not be available for health categories with missing mandatory data.
- Mandatory laboratory inputs are imported, and all mandatory questionnaire and measurement data inputs have been completed.
3. Approved
- After a medical has been reviewed and approved by a doctor user, the status is updated to Approved.
4. Dispatched
- If the Auto-dispatch on approval processing option is enabled for a product, the medical status will automatically progress to Dispatched, and generate a Report-ready notification email to the client.
- Dispatch must be manually selected if the Auto-dispatch on approval processing option is not enabled for a product.
- If the client does not have an online account, you will be prompted to input an email address and phone number to send a Report-ready and invitation to register notification.
A client cannot view their results online until their medical has been dispatched.