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A Guide to using the Medical Module

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The Medical module Guide provides a comprehensive overview of recording and monitoring Medical Assistance provided to employees.

Step 1 Employee Emergency Data

Personnel>>Employees>>[Search for an Employee]>>Toggle Additional Details>>Emergency Data

Emergency Contacts
  • Enter an employee's Emergency Data on their behalf.

How do I enter an employee's Emergency Data?




Step 2 Employee Assistance Program

Benefits>>Medical>>Employee Assistance>>EAP Transactions
Benefits>>Medical>>Employee Assistance>>Problem Types
Benefits>>Medical>>Employee Assistance>>Referral Types

Problem Types
  • Define the types of problems that your employees are experiencing.
  • Personal problems and/or work-related problems that may impact their job performance, health, mental & emotional well-being.

Step 1 - Enter a Problem Type


Referral Types
  • Referral reasons that are used for employees to participate in in employee assistance program.

Step 2 - Enter a Referral Type


EAP Transactions
  • Keep records of your company's Employee Assistance Program Transactions as well as list all persons involved with cost allocations.

Step 3 - Enter the EAP Transactions Record




Step 3 Wellness Program

Benefits>>Medical>>Wellness>>Wellness Transactions
Benefits>>Medical>>Wellness>>Wellness Program
Benefits>>Medical>>Wellness>>Wellness Vendor
Benefits>>Medical>>Wellness>>Wellness Location

Wellness Program
  • Enter the types of wellness programs available.

Step 1 - Enter a Wellness Program


Wellness Vendor
  • The name of the wellness vendor(s)

Step 2 - Enter a Wellness Vendor


Wellness Location
  • Enter the Wellness Locations which are the sites where the employee wellness program is facilitated.

Step 3 - Enter the Wellness Location


Wellness Transactions
  • Keep records of your company's Wellness Programs as well as list all persons involved with cost allocations

Step 4 - Enter the Wellness Transaction




Step 4 Drug Test Recording

Benefits>>Medical>>Drug Tests

Drug Tests
  • Employees may be screened for drugs and alcohol based on company polices and where permitted by law.

How to manage Employee Drug Test records?

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