Use the Medical Assessments window to record information about the medical examinations performed for the people in your enterprise.

   To enter a medical assessment:

1. Enter the date on which the medical assessment was held.

2. Select the type of assessment, for example, Annual Medical Assessment.

   • If you opened the Medical Assessment window via the Disability window, the assessment type is Disability and cannot be changed.

   • If you opened the Medical Assessment window via the Work Incidents window, the assessment type is Occupational Assessment and cannot be changed.

3. Select the result of the assessment.

   Note: If the assessment type is Disability Assessment, you can only select Unfit for Work or Fit for Work. You cannot select a Disability result for a Disability Assessment.

4. Select the name of the examiner and the name of the organization that performed the assessment.

   If the organization is not listed, create the organization and select the Medical Service Provider classification.

   See: Entering Organizations

   See: Entering Organization Classifications

5. Enter the date on which the next assessment is planned.

6. Select the work incident to which this assessment is related, if any. After you choose an incident, the date on which it occurred is automatically displayed.

   You can only link an assessment to an incident if the assessment type is Occupational Assessment.

   Note: If you have saved the assessment date, the list of incidents is limited to those that occurred before the assessment date. Otherwise, all incidents for that person are listed.

   To enter a work incident for this person, see Entering Work Incidents.

7. Enter a description of the assessment.

   Entering Further Medical Assessment Information:

1. Click in the Further Information field to display the Further Medical Assessment Information window.

2. Enter the name of the Medical Service provider.

   Note: You can enter the provider information either in the Service Provider field or the Medical Service field in the Further Medical Assessment Information DDF.

3. Enter the location details of the medical service provider.

4. Save your work.

What Next?

If, as a result of this assessment, a disability was identified, you can enter the details of that disability and link it to this assessment.

See: Entering Disability Information