The procedure to update a medical assessment record for an application is as follows:
- Using the global search facility, type in the first few characters of the application contact name
1.
- 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 (
).
- Click on Contact Details. The Contact Details window is displayed for the current contact.
- 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.
- Double-click on the row containing the specific application linked to a medical assessment. The Application Reference window is displayed.
- Click on Medical. The Medical tab is activated, revealing all Medical Assessments associated with the application in the corresponding summary table.
- Double-click on the row containing the specific medical assessment to be updated. The Medical Assessment window is displayed, revealing the details of the assessment record.
- Enter the Assessment complete date using the calendar icon (
), or type in the value directly i.e. the date on which the formal medical assessment was completed 2.
- Using the Outcome drop-down field, select the follow-up action resulting from the medical assessment i.e. No update required or Update required.
- Use the Outcome details field to add contextual information describing the conclusions drawn from the medical assessment; the expansion arrow (
) can be employed to increase the size of the text entry field.
- Enter the Application updated date using the calendar icon (), or type in the value directly i.e. the date on which all follow-up actions were reflected within the application detail 3.
- Click on Save. The applied record changes are displayed in the Medical Assessments summary table.
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 The permitted date entry format is DD/MM/YY or DD/MM/YYYY.
3 This option is only activated in the instance where the medical assessment outcome has been set to Update required.
See related topics...
Applications progression management overview
To create a medical assessment record for an application
