Medical (Introduction and Key Concepts and Glossary)

Medical (Introduction and Key Concepts and Glossary)


‌Introduction and Key Concepts

If you do not have access to the Medical Module, please contact your company's System

Administrator for assistance.

‌Overview to the Medical Module



The Medical module allows you to:

  1. Identify an employee’s problems (medical and otherwise) that may be affecting his/her work performance e.g. Drug Abuse, Domestic Violence etc.

  2. Recommend an employee to participate in an Employee Assistance or Wellness Program.

  3. Record the employee’s progress and transactions in relation to these programs.

  4. Obtain costs relating to the cost of the programs.

  5. Obtain and store results re employee drug testing.

  6. Enter and track employee assistance programs.

  7. Enter and track employee wellness programs.




There are five main sub folders:

  1. Health Providers

  2. Emergency Contacts

  3. Employee Assistance

  4. Wellness

  5. Drug Tests

We begin with Health Providers - How do I enter a new Health Care Provider details?

‌A Guide to using the Medical Module



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?


‌Glossary of Terms found in the Medical Module

  1. Drug Abuse: The habitual misuse of drugs, including illegal substances or prescription medications, resulting in negative consequences for health and well-being.

  2. Drug Testing: The process of analyzing biological samples, such as urine, blood, saliva, or hair, to detect the presence of drugs or their metabolites in an individual's system.

  3. Employee Assistance Program (EAP): Employer-sponsored programs designed to provide confidential counseling, support, and resources to employees facing personal or work-related challenges.

  4. Emergency Contact: A designated individual, typically a family member or close friend, to be contacted in case of emergency situations involving the employee.

  5. Health Providers: Healthcare professionals or organizations, such as general practitioners, specialists, hospitals, clinics, or pharmacies, involved in providing medical care and services to employees.

    ‌

  6. How do I enter a new Health Care Provider details?‌



    This is a prerequisite screen to keep a record of your employee's primary health care provider and other institutions that support your company's Employee Assistance Programs.


To enter a new Health Provider record:

    • Click New Health Care Provider to begin.

    • Select the Company.

    • Enter a Provider ID, Provider Name, Address Line (1,2,3) Phone No.

    • Choose the most appropriate Provider Type.

    • Save this record and repeat as needed



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