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 and / edit interpretative outputs.

• 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 side bar of the Report Approval window.
• Additional notes you wish to add to the client report can be made in the Reviewer notes field.
• Internal notes can be entered in the Internal notes field. These notes are not shared with the client. When all required notes have been entered > click Submit Approval.
• Once a medical has been approved, it is ready to be Dispatched.