How to remove test categories from a medical
A medical includes all test categories that were selected at product set up.
When a client attends for their medical, if there are tests that cannot be completed, a medical can be edited to remove test types.
- Open the client Medical > click Edit.
- Deselect the relevant test category > click Submit.
- Questionnaire questions and measurements related to the test category will be removed from the medical.
A medical can only be edited when it has a status of Processing.
How to the change a medical date
If a Program is configured to support a walk-in work flow, there will no appointments associated with a medical. The medical date will reflect the date the client registers.
The date will need to be updated to reflect the date the client attends for their medical.
- Open the client medical > click Edit.
- Click on the medical date field > select the date for the medical > click Submit.
How to update a client's date of birth on a medical
If a client's date of birth is modified, medicals in processing need to be edited to recalculate the client age.
- Click on the Client's name to open their profile information.
- At the bottom of the client profile > click Edit.
- Amend the date of birth > click Save.
- From the left side bar select Medicals & appointments > click on the medical status to open the client medical > click Edit.
- Click Submit to update the client's date of birth and recalculate their age.
A medical with a status of approved or dispatched, must be reverted to processing before the date of birth is modified.