How to review and approve a medical

When the questionnaire and measurement sections of a medical are 100% complete, the electronic import of laboratory results automatically progresses the medical status to Ready for approval.

How to access medicals for review and approval

Medicals that are assigned to a specific clinician for approval can be accessed via:

The Manage medicals page
Doctor actions on the main dashboard

How to access medicals from the Manage medicals page

From the top bar, select Medicals from the drop-down menu
Apply required filters, e.g. medical status, medical date, reviewer name >click Filter

How to access medicals from the main dashboard

On the main dashboard, under Doctor actions > click Approve medicals

How to review and approve a medical

On the manage medicals page, click the Reference number to open a medical OR click the three-dot menu to the right of the client's name > View.

The medical opens on the Report tab. Each health category is colour-coded based on the auto-generated interpretation of questionnaire, measurement and laboratory data.
Highly abnormal results trigger a phone call required icon
Click on a health category to view/edit interpretative content or change the assigned flag.
Click the Inputs tab to review all available results.
When all results have been reviewed > click Approve.
A summary of results is listed on the left sidebar of the Report Approval window.
Additional notes you wish to add to the client report can be made in the Reviewer notes field.
Where available, select a pre-prepared template to use as the basis for your reviewer note.

Note: Selecting a template will replace any content already entered in the Reviewer notes field. Always select the template before adding or editing your reviewer notes.

Type /Snippets to access and insert pre-prepared snippets of text into your reviewer note.
Internal notes can be entered in the Internal notes field. These notes are not shared with the client.
Review and edit the content as required. Once all required notes have been entered, click Submit Approval to approve the medical.
Once a medical has been approved, it is ready to be Dispatched.

If further information needs to be added after a medical has been submitted for approval, use the Revert function to return the medical to a status of Processing.

Clients receive a notification if their report is updated after initial dispatch.