Admin & Workplace Health

The Admin & Workplace Health Playbook details administrative clinical tasks. It provides instructions on how to generate specialist referral letters and complete pre-employment medical checks using EMR structured questionnaires.

Detailed Step-by-Step Walkthrough

Step 1: Generating Specialist Referral Letters

To refer a patient to a secondary care specialist:

1. Inside the active patient's EMR consultation view, navigate to the Referrals tab.
2. Click Generate Referral Letter to launch the Referral Stepper (referral-stepper.vue):
   • Select Specialty: Choose the target medical specialty (e.g., Cardiology, Orthopedics).
   • Choose Practitioner/Clinic: Select the recipient doctor from the directory list, or enter custom contact fields.
   • Clinical Data Import: Under Clinical Summary, click Fetch EMR Summary. The system executes a query to pull active diagnoses (ICD-11 coded), current medication lists, and the subjective notes from the active encounter.
3. Review the drafted text, add custom recommendations, and click Generate PDF & Sign.
4. The system signs the PDF using the doctor's credentials and uploads it directly to the patient's EMR clinical documents registry.

Step 2: Completing Pre-Employment Evaluations (Structured Questionnaires)

Pre-employment check-ups use structured evaluation sheets configured under settings:

1. Navigate to Clinical Documents (/patients/[patientId]/clinical-document) and click New Document.
2. Select the Standard Pre-Employment Health Check template.
   • Configuration: These templates are managed under Questionnaire Items (/settings/questionnaire-items using questionnaire-item-details.vue and questionnaire-item-panel-tree.vue).
3. Complete the structured evaluation questions rendered dynamically in the form:
   • Vision Check: Enter quantities for left/right visual acuity.
   • Systemic Evaluation: Complete booleans and multiple-choice options for Cardiovascular, Respiratory, and Neurological assessments.
   • Fitness Declaration: Select fit/unfit status.
4. Click Submit Form. The form is locked, cryptographically verified, and saved as a PDF report.
   • Workflow Transition Integration: Saving the form executes a mutation that updates the status of the related corporate check-up task. The Task Action Pipeline (task-action-pipeline.vue) checks this task condition (taskConditionsAsString). Once the task is marked completed, the transition conditions are satisfied, allowing the front desk to checkout the patient and print the receipt.