Medical Engagement

1. Medical Engagement Workflow
Logs in the
company’s
dedicated
URL portal
Validates
reason for
consultation
Searches for
employee
profile in
the portal
Documents
consultation
by using
medical
template
Provides
medication or
recommenda-
tion
Completes
medical
engagement

2. Searching for Employee
Log in to the company’s dedicated URL portal
Step 1 – Go to Coaching
tab
Step 2 – Go to My Clients
Step 3 – Search name of
employee
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Step 4 – Point cursor to
employee’s profile and click
NEW CONSULT 4

3. Medical Template
Step 1 – Choose the start of
consultation
Step 2 – Choose
Consultation Type (Medical)
Step 3 – Choose Consult
Template to be used
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2
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Step 4 – Click SAVE AND
START CONSULT NOW 4

4. Medical Template
Step 5 – Document reason
of consultation
Step 6 – Enter employee’s
vitals
The following are required
information:
 Weight (kg)
 Height (cm)
 Systolic BP
 Diastolic BP
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5. Medical Template
Step 7 – Ask employee for any
history of diseases/riskgroups
Step 8 – Add new riskgroup if
information was provided by
employee
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Step 9 – Summarize medical
consultation, take note of medicine/s
given and recommendations given to
employee