List of Appointments and Acknowledgements

Appointment list

Displays the list of appointments within a specified date range (by default, those of the current day). From here, appointments can be confirmed, edited, and the necessary lists for the laboratory generated.

Edit and confirm appointment

Allows confirming the worker’s attendance, changing the worker assigned to the appointment, updating it if their protocols have changed, or modifying their data in Smart OSH.

1. In the appointment list, click the pencil icon of the record to edit. The editing window will open.
2. Perform the necessary actions: change the assigned worker, update the appointment, or modify the worker’s data in Smart OSH.
3. Click Confirm appointment to register the worker’s attendance.
   • If you do not want to confirm yet but want to save the changes, click Update.
   • If the worker does not attend, select Not attended in the Status dropdown and click Update.

Caution

Once the appointment is confirmed from this screen, it can no longer be modified or deleted from Own schedule or Contracted schedule. If the appointment returns to the Scheduled status, it can be edited or deleted again from those screens.

Generate laboratory request list

Generates a document with the tests to be performed according to the protocols assigned to the worker, to be sent to the laboratory.

1. Click Generate laboratory request list. The document is generated automatically.
2. A window opens with a PDF icon.
3. Click the PDF icon to open the generated document.

Generate protocol and tests list

Generates a list with the protocols and tests to be performed for all workers included in the appointment list displayed on screen.

1. Click Generate protocol and tests list. The document is generated automatically.
2. A window opens with a PDF icon.
3. Click the PDF icon to open the generated document.

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Medical examinations

Allows viewing and completing the content of workers’ medical examinations, starting from a list filtered by date range and, optionally, by centre or examining doctor.

Open / Edit examination

1. In the examinations table, click the pencil icon of the record to open or edit.
2. The examination window will open, organised into sections accessible from the top menu.

The examination sections are described below and can be completed sequentially.

Note

When changing sections within the examination without clicking Save changes, the system automatically saves the entered information.

1. Work history

Allows entering data related to the worker’s work history.

1. Access the section by clicking the first button in the examination’s top menu.
2. Fill in the necessary information in the three sections: Work history, Specific risks, and Observations and internal information.
3. Click Save changes to save (or change section for automatic saving).

2. Medical history

Allows filling in the worker’s personal and family medical history, allergies, and vaccinations.

1. Access the section by clicking the second option in the top menu.
2. Fill in the necessary information in the two sections: Medical history and Allergies / Vaccinations.
3. Click Save changes or change section for automatic saving.

3. Habits

Allows adding information related to the worker’s habits.

1. Access the section by clicking the third option in the top menu.
2. Fill in the necessary information in the four sections:
   • Tobacco / Alcohol / Psychoactive substances consumption.
   • Diet / Bowel habits / Physical activity / Sleep / Medication.
   • Preventive controls.
   • Observations and internal information.
3. Click Save changes or change section for automatic saving.

4. Interview / Basic examination

Allows entering information from the basic examination.

1. Access the section by clicking the fourth option in the top menu.
2. Fill in the necessary information in the two sections: General / Abdomen / Respiratory / Cardio / Otoscopy and Observations and internal information.
3. Click Save changes or change section for automatic saving.

5. Interview / Specific examination

Allows entering information from the specific examination.

1. Access the section by clicking the fifth option in the top menu.
2. Fill in the necessary information in the four sections:
   • Ophthalmological / Musculoskeletal.
   • Neurological / Vascular / ENT / Oral cavity.
   • Dermatological / Urinary / Others.
   • Observations and internal information.
3. Click Save changes or change section for automatic saving.

6. Basic tests

Allows entering the results of basic tests.

1. Access the section by clicking the sixth option in the top menu.
2. Fill in the necessary information in the three sections: Weight / Height / BMI / Blood pressure, Vision control, and Intraocular pressure / Visual field / Glare.
3. Click Save changes or change section for automatic saving.

7. Specific tests

Allows entering the results of specific tests.

1. Access the section by clicking the seventh option in the top menu.
2. Fill in the necessary information in the four sections: Air conduction audiometry, Bone conduction audiometry, Electrocardiogram, and Spirometry.
3. Click Save changes or change section for automatic saving.

8. Analytics / Analytical assessment

Allows viewing and assessing the worker’s analytics, automatically integrated from the laboratory or manually attached.

1. Access the section by clicking the eighth option in the top menu.
2. Consult and assess the analytics:
   • If the analytics have been automatically integrated from the laboratory, the parameters will appear in a table.
   • If not, attach the analytics document manually and optionally enter the desired parameters by hand (for example, those that are altered).
3. Click Save changes or change section for automatic saving.

9. Risk factors

View-only screen. Shows the automatic calculation of the worker’s risk indices, obtained from the data entered in the previous sections.

1. Access the section by clicking the ninth option in the top menu.
2. Consult the automatically calculated risk indices.

Note

This screen is view-only and requires no user action. The indices update automatically as the examination is completed.

10. Summary and completion

Allows closing the medical examination and generating the final PDF document for the worker.

1. Access the section by clicking the tenth option in the top menu.
2. Review the Summary of history and alterations section (generated automatically).
3. Review and, if appropriate, complete the Recommendations section (additional recommendations can be added manually).
4. Optionally, in the Additional report section, attach an external PDF that will be included in the final document.
5. In the Completion section, click Complete, sign and generate examination report.
6. Once generated, a PDF icon will appear to view it.

Note

Upon completion, the system automatically sends a notification to the worker (by email or SMS) indicating that the report is available.

Return to origin screen

1. Click the eleventh option in the examination’s top menu.
2. The examination will close and automatically return to the origin screen.

Note

Pending changes are saved automatically upon exit.

Source: SmartHealth User Manual, version 1.0.