Medical Information

Add

1. Hover over Setup on the menu bar and click Team Manager.
2. Navigate to the applicable employee, then click their name to open their profile.
3. Click the Preferences tab.
4. Scroll down to the Medical Information section.
5. Click + Add medical information.
6. Select a Category or click Add new category to create a new one.
7. Enter a Description.
8. If applicable, upload any Supporting Files.
9. Click Save.

Edit

1. Hover over Setup on the menu bar and click Team Manager.
2. Navigate to the applicable employee, then click their name to open their profile.
3. Click the Preferences tab.
4. Scroll down to the Medical Information section.
5. Update the applicable information.
6. Click Save.

Delete

1. Hover over Setup on the menu bar and click Team Manager.
2. Navigate to the applicable employee, then click their name to open their profile.
3. Click the Preferences tab.
4. Scroll down to the Medical Information section.
5. Click the cross icon in the Delete column for the applicable entry, then click OK to confirm.
6. Scroll to the bottom of the page and click Save.

View

The Medical Information report allows you to view medical information recorded against team members.

1. Hover over Reports on the menu bar and click Medical Information.
2. Update the filters as required, then click GO.
3. The report will display the Team Member, Category, Description, and any Supporting File associated with the medical information.
4. If required, click Export to export the report or Print to print it.