Assigning Health Surveillance Protocols Manually to Persons

Use

See Assignment of Health Surveillance Protocols to Persons

Prerequisites

The status of the health surveillance protocol is Active , and the protocol has not already been assigned to the person in question.

Procedure

  1. Determine the persons for a medical service .

    The protocoIs that have already been assigned to this person are now displayed in the table.

  2. To assign another health surveillance protocol to the person, choose with the quick info text Assign Health Surveillance Protocol .

    A dialog box is displayed.

  3. Enter the required data and choose with the quick info text Add Health Surveillance Protocol .

    Note Note

    In the field for the examination type , enter whether the protocol is initial, periodic, and so on. Normally, the assignment here is initial, because the system calculates the periodic examinations by using the stipulated time periods . However, if a person has already undergone an initial health surveillance protocol (for his or her previous employer, for example), then you should choose periodic here.

    End of the note.

    You are taken back to the planning cockpit where you can assign more health surveillance protocols to the person.

  4. Save your entries.

Result

You have assigned one or more health surveillance protocols to a person. Manually assigned protocols are marked with a green symbol in the proposal list for automatic assignment . If you enter the relevant selection criteria when you are determining the persons for a medical service , the system lists these protocols.