2. [Update Medical Records] Worker Register
Updating a Worker’s Medical Records is done via the Worker Register, this is found under People in the Menu bar
The Worker Register shows all current Workers within the organisation, along with key information about each individual Worker
‘Worker Register’

3. [Update Medical Records] Edit Worker
Locate the Worker you wish to update the Medical Records for by searching the Worker Register
Click Actions, then Edit

4. [Update Medical Records] Initial Assessment
Click the Medical tab
The Initial Assessment section is where information about the Worker’s health at the point that they joined the organisation is typically stored
Tick the Medical Questionnaire check-box if your organisation requires one and the Worker has completed it
Enter the date of the Medical Questionnaire

5. [Update Medical Records] Initial Assessment cont.
If there are any issues with the Worker’s health that are relevant to your organisation and need to be monitored, tick the Baseline Monitoring check-box
Enter the date that this was noted, then supply details about the issue in the Baseline Notes free-text field
To attach a copy of any files relating to the initial assessment, click the Attach File button and locate the file. Vault will store a copy

6. [Update Medical Records] Medical Examinations
The Medical Examinations section is where we can record the details of ​any ​medical examinations that take place during a Worker’s employment with your Organisation.​ ​ To record the details of a new Medical Examination, click Add

7. [Update Medical Records] Medical Examinations cont.
Populate the form, completing all mandatory and relevant fields as you go In the Medical Type field, begin typing the name of the Medical Examination undertaken. Smart Search will help as you type
Enter the date of the Medical If the Medical is required to be repeated in the future, enter the Medical expiry date. Otherwise, click No Expiry

8. [Update Medical Records] Medical Examinations cont.
Tick the Active check-box if you’d like an escalation to be generated when the expiry date for this Medical Examination nears Payment Type for the Medical​ is an optional field. If your organisation records this detail, select the payment type for this examination​ from the drop-down

9. [Update Medical Records] Medical Examinations cont.
Enter the Payment Amount The Comments field allows any relevant notes to be added as free-text To attach any related files, for example a copy of the Medical Examination report, click Attach File and locate the file. Vault will store a copy Once all relevant details are enter​ed​, click Save Medicals

10. [Update Medical Records] Medical Examinations cont.
Once one or more Medical Examinations have been added to a Worker record, you’ll find a summary of each examination here in the Medical Examination​ register

11. [Update Medical Records] Final Medical Examinations
If your organisation requires a Final Medical Examination when a Worker leaves, the details can be recorded in the Final Medical Examinations section
Click Add to enter the details. The form is identical to a normal Medical Examination form, however there is no Expiry Date to supply
Once all relevant details have been entered, click Save Medicals

12. [Update Medical Records] Save
Once we’ve finished updating the Medical Records for this Worker, we can click Save to return to the Worker Register