TABLE OF CONTENTS

• Introduction
• 1. Consultation types
• 2. Medical documents
• 3. Invitation letters
• 4. Consultation location

Introduction

Xpert Suite offers the possibility to create reports in a dynamic way. A report is a document that is completed during consultations. Afterward, the feedback is generated, which is automatically included in the case file. The content of the feedback may partially appear in the case file and/or on the medical overview.

Example:

The occupational physician makes his report in one screen; part A is reflected in an automatically generated document that appears in the case file, accessible to both the case manager and the manager and the employee (provided the latter is also in the system); part B is reflected on the medical overview in the medical file, which is only visible for roles with medical rights.

1. Consultation types

Consultations are (usually) carried out by a occupational physician, and are part of the "Medical" report. To set up a "Medical" report, at least a consultation type, input screen and medical document are required. This instruction assumes an existing input screen and (medical) document. However, it still explains how to create a medical document.

More information about creating consultation hour types can be found via the following link https://support.othersideatwork.nl/support/solutions/articles/76000049830-spreekuursoort-aanmaken    

2. Medical documents

The creation of medical documents is done in the same way as the creation of standard documents. Currently, it is only possible to create medical documents via Classic Management at page 11. Medical Protocol Module – Medical Documents. 

Step 1. Click on Management

Step 2. Next, choose Classic Management 

Step 3: Open 11. Medical Protocol Module

Step 4: Select Medical Documents

Step 5: Right-click on Medical Documents and choose 'Add Medical Document'.

Step 6: A new blank document will appear

1. At 'Document name:' the name of the medical document can be entered.
2. At 'Document belongs to action:' a drop-down menu opens where you can choose to which consultation hour this document belongs, provided it has already been created. This is the process of linking the document to the preferred consultation.
3. 'Document type' adds a certain characteristic to the document.
4. 'Add by default to file' determines whether the document is visible in the medical file, case file, or both. !!Note: When creating a document, the choice is always set to "Single case file". ALWAYS adjust this to "Medical Record Only" to ensure that the document ends up in the medical section and is therefore protected from users without medical authorization.
    A user will only see the document if they are authorized to do so. Fill this out before you start adding document templates. Once a .dotx template is set up, you can no longer set whether the document is applicable in the case file or in the medical file. To change this, you will have to change the type of document back to Classic rtf in Management under Document templates. 

3. Invitation letters

The creation of invitation letters is done in the same way as the creation of standard and medical documents. Give the invitation letter a clearly recognizable name, because this name is visible to the person who creates the consultation call. The article on 'Invitation letters' explains how to create a invitation letter. https://support.othersideatwork.nl/support/solutions/articles/76000037477-oproepbrieven

4. Consultation location

Consultation locations can be chosen by the user who creates the consultation, so customer specific locations can be added, and the user does not have to enter them every time. The "Consultation Locations" article explains how to create a consultation location.

https://support.othersideatwork.nl/support/solutions/articles/76000037481-oproeplocaties