1. myOHportal Demonstration
June 2017

2. 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

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

4. 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.

5. 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

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

7. Navigating through the system
Horizontal and vertical navigation

8. Creating a Performance & Attendance Management Referral

9. 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.

10. 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.

11. Search for the employee

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

13. Enter Home & Work Address

14. 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

15. Add Employee Availability
Temperature gauge has moved forward.

16. 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.

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

18. 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

19. 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.

20. 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.

21. Referral Details

22. Referral Details

23. Referral Summary Screen

24. 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.

25. Online Booking

26. Choose a date and appointment slot

27. Confirmation of Booking Details

28. Online Booking Complete

29. Tracking a Referral

30. Tracking a Referral

31. Tracking a Referral

32. Tracking a Referral

33. Tracking a Referral

34. Tracking a Referral

35. Tracking a Referral

36. Recall Dashboard

37. Recall Dashboard

38. SAR/MIC Request

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