Understanding Health Management Data Fields

Learn how to create and manage health records using the Health Management form and understand the purpose of each data field.

Using the Health Management Form

When you create or update a health record, you'll use the "Health Management" form. Here's a guide to the common fields:

Person: Links the health record to a specific individual in your system. This is a mandatory field.

Health Type: Classifies the health requirement, for example, as 'Mandatory' or 'Desirable'. This is a mandatory field.
Health Item: Specifies the particular health check, vaccination, or other item (e.g., Flu Vaccination, Annual Medical Check). This is a mandatory field.
- Note: The list of available health items is configured by your system administrator.
Provided By: Records the provider of the health service, if applicable (e.g., Company Doctor, External Clinic).
- Note: The list of available providers is configured by your system administrator.

Completion Date: The date when the health item was completed or administered.
Scheduled/Renewal Date: This is a crucial date as it tracks when the health item is next due for renewal or when a follow-up is scheduled. This date is often used to trigger overdue statuses and notifications. If left blank, the system might default it (e.g., to one year from the current date).

Comments: A space to add any relevant notes or context to the health record.

When viewing a list of Health Management records, you'll typically see key information summarised in columns, such as:

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