Protocols and workstations

The Medical Management module is the central module of SmartHealth. It concentrates all medical activity: check-ups, vaccination, follow-ups, records, and health registers. Its menu options are:

Option	Description
Assign protocols/positions	Assign protocols to job positions
Assign positions/protocols	Assign positions to protocols (inverse perspective)
Appointment list	View, confirm and manage appointments
Check-ups	Complete medical check-ups
Vaccines administered	Register and consult vaccines
Fitness evaluations	Issue fitness certificates
Follow-up visits	Create clinical course reports and follow-up fitness certificates
Medical records	Consult all medical information of a worker
Laboratory analyses	View analyses downloaded from the laboratory
Attendances	Manage health attendances
Care visits	Manage care visits
VS study	Generate the company’s epidemiological study
Indicators	Graphical summary of medical activity
Workers	Consult and update SmartOSH workers
Activity logs	Consult the history of performed actions
Send logs	View and resend automatic notifications to workers

This page covers the two protocol assignment options.

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Assign protocols/positions

Allows assigning protocols to the company’s job positions. Positions are read from SmartOSH and displayed on screen.

Assign protocols to a position

Upon confirming the assignment, tests, biological analyses, mandatory status, periodicity, and other informative data (medical assessments, incompatibilities, recommended vaccines) associated with the protocol are automatically incorporated.

1. Select the company (only if there is more than one).
2. In the list of positions, click the pencil icon of the position to which protocols are to be assigned. The assignment window will open.
3. Click Assign protocol to position.
4. Select the protocol or protocols to be assigned.
5. Click Confirm to assign the protocols to the position.

Note

Although the protocol includes tests and biological analyses by default, it is also possible to add or remove specific tests and analyses from the protocol assigned to the position. The process must be repeated for each company position requiring assigned protocols.

Customising protocols for a worker

Allows tailoring the default protocols defined for a position to a specific worker.

1. Select the position in the list.
2. In the workers table on the right, select the worker to customise.
3. Modify the protocols defined by default for the position, adapting them for that worker.

Note

In addition to protocols, specific tests, biological analyses, and their mandatory status and periodicity can also be customised.

Copy from this company

Allows copying protocols assigned to one position to other positions within the same company, avoiding manual assignment one by one.

1. Click the Copy from this company button. The configuration window will open.
2. Select the source position from which protocols will be copied.
3. Select the destination positions to which protocols will be copied.
4. Click Confirm copy to apply the copy.

VS planning

Generates the Health Surveillance planning document with the sheet of the selected positions, including protocols, tests, biological analyses, mandatory status, and periodicity.

1. Click the VS planning button. The generation window will open.
2. Select the positions to appear in the report.
3. Click Generate/Regenerate VS planning document.
4. Once generated, a link will appear under Last generated planning document to view it.

Note

The button allows both generating a new document and regenerating an existing one with the selected positions.

Conditioned analyses for positions

Allows defining specific biological analyses that will be automatically included in positions according to conditions such as the worker’s age or sex.

1. Click the Conditioned analyses for positions button. The configuration window will open.
2. Click Add to include a conditioned analysis, indicating the analysis and the age or sex conditions that must be met for it to apply automatically.
3. Click Update to save changes.

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Assign positions/protocols

Allows working on the assignment from the inverse perspective: managing for each protocol the positions to which it applies. This is useful when assigning the same protocol to several positions without having to go position by position.

Assign position to protocol

1. In the protocols list, click the pencil icon of the protocol to configure. The position selection window will open.
2. Click Assign position to protocol. The window with available company positions will open.
3. Select the positions to assign to that protocol.
4. Click Confirm to confirm the selected positions.

Note

The process must be repeated for all protocols involved in the company’s positions.

Source: SmartHealth User Manual, version 1.0.