To create a medical assessment record for an application

The procedure to create a medical assessment record for an application is as follows:

1. Using the global search facility, type in the first few characters of the application contact name 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Contact Details. The Contact Details window is displayed for the current contact.
4. Click on Application. The Application tab is activated, revealing a list of all enquiries and applications associated with the contact in the Application summary table 1.
5. Double-click on the row containing the specific application against which a medical assessment will be recorded. The Application Reference window is displayed.
6. Click on Medical. The Medical tab is activated.
7. Click on New Medical Assessment. The Medical Assessment window is displayed.
8. Using the Assessment type drop-down field, select the classification of medical assessment to be conducted e.g. General Health Check, Mobility Evaluation, etc.
9. Using the Contact drop-down field, selected an applicant for whom the medical assessment will be conducted 2.
10. Using the Assessor drop-down field, select the name of the practitioner assigned to conduct the medical assessment.
11. Use the Assessor detail field to add contextual information relating to the practitioner e.g. area of expertise, medical jurisdiction, etc.
12. Enter the Created date using the calendar icon (), or type in the value directly i.e. the date on which the medical assessment record commenced 3.
13. Click on Save 4. The new record is displayed in the Medical Assessments summary table, assigned with a unique system-generated reference number 5.

Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 Only those contacts linked to the application form are available for selection.

3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.

4 The selected Assessment type will determine the Generic Case classification and / or Form Definition instance to be automatically triggered in support of the medical assessment.

5 Steered entirely by the end user, a reference number convention must be predefined for the Allocation Medical reference entity.

See related topics...

Applications progression management overview

To update a medical assessment record for an application

To review an existing medical assessment record for an application

To create a new allocations medical assessment definition

To define a reference number syntax