🏥 Manage Medical Types

📌 Introduction

Before Medical Examination details can be added to individual Worker records, you must first define the Medical Types that can be entered.

👉 This is managed in Settings, which can be accessed under the Profile icon at the top of the screen.

⚙️ Accessing Medicals in Settings

1. Click to expand the People section.

2. Select Medicals from the menu.
   
   
   
   

➕ Add a New Medical Type

The Medical Types Register displays all medical types already created.

To add a new medical type:

1. Click Add.

2. Select the Site(s) the medical type should be visible to by scrolling or searching the Organisation Structure.

3. Enter a clear and meaningful Medical Name.

4. Select the Frequency for repeat examinations:

   • Choose a time period (e.g., annually, every 2 years).

   • If no repeat examination is required, select Never.

5. Click Save to return to the Medical Types Register.
   
   
   
   

✅ The new medical type will now be available for selection when adding a Medical to a Worker record.

✏️ Edit or 🗑️ Delete a Medical Type

To make changes:

1. Go to the Medical Types Register.

2. Click Actions beside the medical type.

3. Select Edit to update details, or Delete to remove the medical type.
   
   

⚠️ Changes apply immediately and may impact Worker records where the medical type is already assigned.

💡 Tips

• Use consistent naming conventions (e.g., “Pre-Employment Medical” or “Annual Health Check”) for clarity across the organisation.

• Regularly review medical types to ensure they align with compliance, safety, and industry requirements.