myOHportal Demonstration June 2017

Agenda Introduction Customer Accounts Migration Logging on to myOHportal General Navigation Creating a Performance & Attendance Management Referral Online Booking Tracking a Referral & Obtaining a Report Recall Dashboard Subject Access Requests

Introductions ohassistfaq@ohassist.com Presenter – Keelan McNally or Melissa Nicholson Please direct any questions from this demonstration to: ohassistfaq@ohassist.com

Customer Account Types myOHportal will have the following user account types; Manager – Will have access only to referrals to which they have been assigned as a primary or an additional referring manager. Case Co-ordinator – Will have the ability to monitor referrals raised by managers and have the ability to manage referrals on behalf of the organisation. Access can be restricted based on business units. User Administrator – Will have the ability to manage user accounts. A User Administrator will be able to upgrade and downgrade account privileges of other users, but will not be able to add more User Administrators. User Administrators will need to be created by OH Assist. MI - Will have access to management information via the system. Access can be restricted based on business units.

Customer Accounts Continued.... User accounts will be migrated from Vista to myOHportal as per the current set up. Vista Power Users will have Case Co-ordinator and User Administrator access in myOHportal. Benefits: Greater flexibility to managing your service provision Greater control over how you interact with the application A more enjoyable user experience

Logging On to myOHportal URL – www.myohportal.co.uk This is the new log on screen. Users will also be asked to provide 2 digits of their 6 digit pin

Navigating through the system Horizontal and vertical navigation

Creating a Performance & Attendance Management Referral

Choose a Service Line Temperature gauge to help the user understand exactly where they are in the referral process. This will change screen by screen.

Select a Service Each Service line will have all of the services that each organisation currently has access to. This will be tailored from information that will be migrated to the portal ahead of go live. Each Service line will have all of the services that each organisation currently has access to . This will be tailored from information that will be migrated to the portal ahead of go live.

Search for the employee

Update employee details or add a new employee if employee search was unsuccessful

Enter Home & Work Address

Enter correspondence details Not a mandatory field, only required if employee wants the referral correspondence to go to a address different to their home/work address

Add Employee Availability Temperature gauge has moved forward.

Referral Details Referring manager will be pre-populated. You can add an additional manager to the referral by selecting Yes and entering the additional managers details. Please note the additional manager will have to have an account on the system.

Referral Details Enter, the reason for the referral, select the current duties and upload a document if necessary.

Referral Details If you enter the reason for referral being a “current absence”, another box will open for you to enter the first day of the employees current absence

Referral Details If you enter the reason for the referral being a “recurrent short-term absence”, another box will open for you to enter whether the employee is currently absent. And also below that you will be to enter Sick Absence Records of previous absences.

Referral Details Question marks are help access points within the system. If you need more information on the section you are on select the questions mark and a more in depth explanation will appear.

Referral Details

Referral Details

Referral Summary Screen

Referral Completion The below screen informs you that the referral has been successfully logged. It might be of benefit to note down the referral ID, so that you can track its progress.

Online Booking

Choose a date and appointment slot

Confirmation of Booking Details

Online Booking Complete

Tracking a Referral

Tracking a Referral

Tracking a Referral

Tracking a Referral

Tracking a Referral

Tracking a Referral

Tracking a Referral

Recall Dashboard

Recall Dashboard

SAR/MIC Request

Next Steps Quick Reference Guides & FAQ’s Helpdesk number will stay the same for your contract Go-live support Questions - ohassistfaq@ohassist.com Interactive Help will be available in the future at help.pshealth.co.uk