Configure medical examination appointments

The configuration of the texts and options for medical examination calls defines what will appear by default in each new call you create.

How to access

1. Go to Settings > Medical examination calls.
2. Fill in the information in each tab, bearing in mind that this will be automatically loaded when creating a new call.

Caution

The information within brackets [ ] is obtained directly from the data table. It is not recommended to modify it without supervision.

Configuration tabs

Instructions

Text of the instructions that appear in the email the employee receives when booking a date for the medical examination.

Call text

Text displayed on the medical examination calls page, where the employee accepts or declines the medical examination.

Acceptance text / Acceptance text (sup)

Text shown to the employee or the supervisor at the moment of accepting the medical examination call.

Decline text

Text shown to the employee when declining the call.

Appointment text

Allows you to specify:

• Subject and body of the call emails.
• Text displayed on the calls page after booking a date.

Note

These two sections of Appointment text no longer apply: what is shown is what is indicated in the email templates Medical examination call email and Medical examination reminder email respectively.

Configuration options

Fields that define the behaviour of the calls. See the following section.

Configuration options

Option	Description
Send initial acceptance/decline emails	Enables sending acceptance/decline emails to the employee.
Send initial acceptance/decline emails via supervisor	Sends emails to the employee’s supervisor, if they have one.
Send initial self-booking emails for medical examinations	Enables sending self-booking emails for the examination.
Do not allow self-booking for medical examinations	Prevents the employee from booking themselves. This will be done by the Occupational Health staff.
Send initial self-booking emails for analyses	Enables sending self-booking emails for analyses.
Do not allow self-booking for analyses	Prevents the employee from booking themselves for analyses. This will be done by the Occupational Health staff.
Reminder advance time (in hours)	Hours before the examination or analysis when the reminder email will be sent.
Send email if appointment is marked as “No show”	Sends an email to the employee whose appointment is recorded as “No show”.
Send email to employee when booking an appointment	Sends an email to the employee at the moment the self-booking is made.

Tip

The Send initial emails checkboxes only control the sending of the email, not the activation of the process. To activate acceptance/decline or self-booking you must launch the corresponding operation from the call.

---

Source: M-SO-22-04 «Occupational Health Manual», version 1.1, 21/09/2023.